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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

732 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $24.4B → $27.6B (+$3.22B)

3% more funds holding

Funds holding: 714732 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 273

56% less call options, than puts

Call options by funds: $187M | Put options by funds: $425M

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
273
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
276
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.73M +$1.77M +3,187 +90%
AAM
277
Advisors Asset Management
Colorado
$3.71M -$443K -799 -11%
X
278
Xponance
Pennsylvania
$3.63M -$2.67M -4,817 -43%
Group One Trading
279
Group One Trading
Illinois
$3.63M +$1.05M +1,900 +41%
GAM
280
Gotham Asset Management
New York
$3.62M +$64.9K +117 +2%
MLICM
281
Metropolitan Life Insurance Company (MetLife)
New York
$3.61M -$555 -1 -0%
Commonwealth Equity Services
282
Commonwealth Equity Services
Massachusetts
$3.6M -$1.89M -3,399 -34%
II
283
Inspire Investing
Idaho
$3.56M +$873K +1,574 +33%
QT
284
Quantbot Technologies
New York
$3.44M +$921K +1,661 +37%
HNB
285
Huntington National Bank
Ohio
$3.43M -$57.7K -104 -2%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$3.41M -$124K -223 -4%
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$3.38M +$2.01M +3,615 +147%
GFA
288
Gifford Fong Associates
California
$3.34M
BS
289
Boenning & Scattergood
Pennsylvania
$3.26M
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$3.23M -$265K -478 -8%
HIMCH
291
Hartford Investment Management Co (HIMCO)
Connecticut
$3.18M -$98.2K -177 -3%
ACM
292
Ashford Capital Management
Delaware
$3.17M
US Bancorp
293
US Bancorp
Minnesota
$3.16M +$116K +210 +4%
JSC
294
Jackson Square Capital
California
$3.15M +$1.67M +3,008 +113%
EWA
295
Exencial Wealth Advisors
Oklahoma
$3.06M
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$2.99M +$393K +709 +15%
PIM
297
Perpetual Investment Management
Australia
$2.99M +$2.52M +4,537 +544%
ACM
298
Argent Capital Management
Missouri
$2.88M +$194K +350 +7%
PA
299
Profund Advisors
Maryland
$2.78M +$1.67M +3,015 +152%
FAM
300
Fred Alger Management
New York
$2.66M -$11.1K -20 -0.4%

SIVB Hedge Fund Activity: Q2 2021 in Review

732 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2021, worth a combined $27.6B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SIVB positions and 69 closed out — a net gain of 24 holders — while 259 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $686M. The largest seller was Citadel Advisors, cutting an estimated $192M.

  • 732 institutional investors held SVB Financial Group (SIVB) as of Q2 2021, up from 714 in Q1 2021.
  • Funds reported $27.6B of SVB Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
  • 93 funds opened new SVB Financial Group positions in Q2 2021 and 69 closed out, a net change of +24 holders.
  • The largest SVB Financial Group buyer in Q2 2021 was JP Morgan Chase, an estimated $686M added.
  • The largest SVB Financial Group seller in Q2 2021 was Citadel Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.