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SIVB

SVB Financial Group

Delisted

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

527 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $67.3M

12% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.21B)

3% more funds holding

Funds holding: 512527 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
527
Holders Change
+15
Holders Change %
+2.93%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
169
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
326
SRB Corp
Massachusetts
$583K -$46.3K -197 -8%
First Manhattan
327
First Manhattan
New York
$583K
FMT
328
First Mercantile Trust
Tennessee
$579K +$51.3K +218 +14%
CB
329
Commerce Bank
Missouri
$579K +$182K +773 +47%
MA
330
MUFG Americas
New York
$577K -$41.9K -178 -7%
MC
331
Maverick Capital
Texas
$550K +$34.8K +148 +7%
RCA
332
Rowland Carmichael Advisors
Arizona
$547K
William Blair & Company
333
William Blair & Company
Illinois
$525K -$83.8K -356 -14%
GW
334
GW & Wade
Massachusetts
$518K +$506K +2,151 New
HI
335
Horizon Investments
North Carolina
$506K -$549K -2,333 -53%
CAM
336
CenterStar Asset Management
Illinois
$505K
KFC
337
Klingenstein Fields & Co
New York
$505K
TRCT
338
Tower Research Capital (TRC)
New York
$502K +$313K +1,331 +176%
X
339
Xponance
Pennsylvania
$501K -$4.47K -19 -0.9%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$485K -$200K -849 -30%
HW
341
Hancock Whitney
Mississippi
$481K -$17.9K -76 -4%
MBT
342
Montecito Bank & Trust
California
$481K
RCAG
343
Rehmann Capital Advisory Group
Michigan
$481K
SCI
344
S&CO Inc
Massachusetts
$476K
SIC
345
Salem Investment Counselors
North Carolina
$475K -$62.3K -265 -12%
EGM
346
Engineers Gate Manager
New York
$474K +$463K +1,968 New
AC
347
Allstate Corporation
Illinois
$465K +$4.71K +20 +1%
QCM
348
Quantinno Capital Management
New York
$464K
IAA
349
Independent Advisor Alliance
North Carolina
$462K +$19.1K +81 +4%
Westfield Capital Management
350
Westfield Capital Management
Massachusetts
$457K

SIVB Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2020, worth a combined $11.3B — up 12% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SIVB positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 191 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.3M.

  • 527 institutional investors held SVB Financial Group (SIVB) as of Q3 2020, up from 512 in Q2 2020.
  • Funds reported $11.3B of SVB Financial Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 60 funds opened new SVB Financial Group positions in Q3 2020 and 45 closed out, a net change of +15 holders.
  • The largest SVB Financial Group buyer in Q3 2020 was Ninety One (UK), an estimated $124M added.
  • The largest SVB Financial Group seller in Q3 2020 was T. Rowe Price Associates, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2020.