We are live on ! Find out more
SIVB

SVB Financial Group

Delisted

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

326 hedge funds and large institutions have $5.32B invested in SVB Financial Group in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $4.6B → $5.32B (+$719M)

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

1% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $20M

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

1% less funds holding

Funds holding: 330326 (-4)

Holders
326
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
8.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
128
Reduced
113
Closed
44
Calls
$20.3M
Puts
$20M
Net Calls
+$277K
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$11K +$9.99K +96 New
WEC
302
Winslow Evans & Crocker
Massachusetts
$10.3K
S
303
SignatureFD
Georgia
$10K
JFA
304
JNBA Financial Advisors
Minnesota
$10K +$9.47K +91 New
IA
305
IFP Advisors
Florida
$9K -$142K -1,360 -94%
AssetMark Inc
306
AssetMark Inc
California
$9K -$2.19K -21 -21%
WCBA
307
Weaver C. Barksdale & Associates
Tennessee
$7K -$1.56K -15 -20%
CFG
308
Citizens Financial Group
Rhode Island
$5K +$4.89K +47 New
FNBT
309
FineMark National Bank & Trust
Florida
$4K
GWM
310
Geneos Wealth Management
Colorado
$4K +$2.19K +21 +91%
SIC
311
Salem Investment Counselors
North Carolina
$3.03K -$5.21K -50 -2%
MFS
312
MSI Financial Services
Massachusetts
$3K -$4.16K -40 -60%
ACS
313
Archford Capital Strategies
Illinois
$3K -$3.02K -29 -50%
GT
314
Glenmede Trust
Pennsylvania
$3K
RFA
315
Reilly Financial Advisors
California
$3K
WA
316
Winfield Associates
Ohio
$3K +$520 +5 +25%
Bessemer Group
317
Bessemer Group
New Jersey
$3K +$833 +8 +47%
VCM
318
Versant Capital Management
Arizona
$2K -$729 -7 -24%
QCG
319
Quadrant Capital Group
Ohio
$2K -$520 -5 -17%
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PFBT
321
Parkside Financial Bank & Trust
Missouri
$2K +$416 +4 +40%
WTB
322
Washington Trust Bank
Washington
$2K +$1.56K +15 New
FHA
323
First Horizon Advisors
Tennessee
$2K +$1.87K +18 New
QI
324
QS Investors
New York
$1K
KT
325
Kanaly Trust
Texas
$1K +$1.35K +13 New

SIVB Hedge Fund Activity: Q3 2016 in Review

326 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2016, worth a combined $5.32B — up 16% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SIVB and 43 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 128 added.

The largest buyer was Artisan Partners, adding an estimated $57.3M. The largest seller was Invesco, cutting an estimated $54.7M.

  • 326 institutional investors held SVB Financial Group (SIVB) as of Q3 2016, down from 330 in Q2 2016.
  • Funds reported $5.32B of SVB Financial Group stock for Q3 2016, up 16% quarter-over-quarter.
  • 43 funds opened new SVB Financial Group positions in Q3 2016 and 44 closed out, a net change of -1 holder.
  • The largest SVB Financial Group buyer in Q3 2016 was Artisan Partners, an estimated $57.3M added.
  • The largest SVB Financial Group seller in Q3 2016 was Invesco, an estimated $54.7M sold.

Based on aggregated 13F filings for Q3 2016.