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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
276
Industrial Alliance Investment Management
Quebec, Canada
$1.73M -$3.57M -8,865 -63%
QIM
277
Quantitative Investment Management
Virginia
$1.73M +$378K +938 +22%
HNB
278
Huntington National Bank
Ohio
$1.71M -$142K -352 -6%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$1.71M -$24.6K -61 -1%
WBC
280
Westpac Banking Corp
Australia
$1.69M +$387K +962 +24%
SAM
281
Securian Asset Management
Minnesota
$1.68M
SIA
282
Sit Investment Associates
Minnesota
$1.65M +$664K +1,650 +50%
Jacobs Levy Equity Management
283
Jacobs Levy Equity Management
New Jersey
$1.61M +$1.25M +3,110 +185%
ACM
284
Ashford Capital Management
Delaware
$1.58M -$245K -609 -11%
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$1.55M +$14.5K +36 +0.8%
KRS
286
Kentucky Retirement Systems
Kentucky
$1.55M +$103K +257 +6%
Wolverine Trading
287
Wolverine Trading
Illinois
$1.5M -$254K -632 -12%
BJL
288
Brighton Jones LLC
Washington
$1.49M +$306K +760 +21%
SG Americas Securities
289
SG Americas Securities
New York
$1.49M +$745K +1,851 +71%
MP
290
MSD Partners
New York
$1.49M
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$1.47M +$20.9K +52 +1%
BS
292
Boenning & Scattergood
Pennsylvania
$1.46M -$6.04K -15 -0.3%
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$1.45M +$38.2K +95 +2%
HighTower Advisors
294
HighTower Advisors
Illinois
$1.45M +$95.4K +237 +6%
NW
295
NewEdge Wealth
Pennsylvania
$1.42M -$91.4K -227 -5%
VI
296
Versor Investments
New York
$1.4M +$1.32M +3,279 +364%
Creative Planning
297
Creative Planning
Kansas
$1.4M -$1.04M -2,576 -38%
OAM
298
Oppenheimer Asset Management
New York
$1.4M +$434K +1,078 +35%
LOAMS
299
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.38M -$1.76M -4,369 -52%
NB
300
Norinchukin Bank
Japan
$1.37M +$231K +573 +16%

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.