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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
SLI
326
Sumitomo Life Insurance
Japan
$1.95M -$297K -535 -13%
Twin Tree Management
327
Twin Tree Management
Texas
$1.91M +$1.73M +3,125 +1,049%
AI
328
AdvisorShares Investments
Maryland
$1.9M +$1.9M +3,416 New
LSERS
329
Louisiana State Employees Retirement System
Louisiana
$1.89M +$55.5K +100 +3%
ECM
330
EagleClaw Capital Management
Massachusetts
$1.86M -$24.4K -44 -1%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$1.83M -$10.7M -19,329 -85%
HWM
332
Hohimer Wealth Management
Washington
$1.81M +$36.1K +65 +2%
Lazard Asset Management
333
Lazard Asset Management
New York
$1.78M
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$1.78M +$4.99K +9 +0.3%
CMANY
335
Capital Management Associates (New York)
New York
$1.78M
KRS
336
Kentucky Retirement Systems
Kentucky
$1.76M -$13.9K -25 -0.8%
PFM
337
Patton Fund Management
Texas
$1.76M +$22.2K +40 +1%
BSW
338
Buckingham Strategic Wealth
Missouri
$1.75M -$37.2K -67 -2%
Vontobel Holding
339
Vontobel Holding
Switzerland
$1.75M +$969K +1,747 +125%
TRCT
340
Tower Research Capital (TRC)
New York
$1.73M -$647K -1,166 -27%
JIP
341
Jaffetilchin Investment Partners
Florida
$1.72M +$1.22M +2,196 +147%
EF
342
Empowered Funds
Pennsylvania
$1.72M +$1.72M +3,095 New
AIM
343
Achmea Investment Management
Netherlands
$1.72M -$197K -356 -10%
FB
344
Fulton Bank
Pennsylvania
$1.72M -$117K -211 -6%
GW
345
GW & Wade
Massachusetts
$1.71M
SP
346
Symmetry Partners
Connecticut
$1.68M
MCM
347
Maltese Capital Management
New York
$1.67M -$4.72M -8,500 -74%
SACTSONJ
348
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.67M
PAG
349
Private Advisor Group
New Jersey
$1.64M -$2.5M -4,500 -61%
CS
350
Candriam SCA
Luxembourg
$1.62M -$7.39M -13,317 -82%

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.