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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
GRP
351
Global Retirement Partners
California
$825K +$175K +435 +14%
Connor, Clark & Lunn Investment Management (CC&L)
352
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$823K -$3.46M -8,591 -78%
AA
353
ALPS Advisors
Colorado
$816K -$260K -645 -21%
HCP
354
Holt Capital Partners
Texas
$808K +$6.44K +16 +0.7%
RHP
355
Royal Harbor Partners
Texas
$798K +$6.04K +15 +0.6%
SOAMC
356
Spirit of America Management Corp
New York
$797K -$242K -600 -20%
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$793K +$25.8K +64 +3%
SG
358
Stonnington Group
California
$788K -$6.44K -16 -0.6%
VPIM
359
Vanguard Personalized Indexing Management
California
$780K -$202K -503 -18%
CS
360
Comerica Securities
Michigan
$772K +$28.6K +71 +3%
Point72 Asset Management
361
Point72 Asset Management
Connecticut
$772K +$926K +2,300 New
HWM
362
Hohimer Wealth Management
Washington
$756K -$2.01K -5 -0.2%
EA
363
Emerald Advisers
Pennsylvania
$750K -$449K -1,115 -33%
MCC
364
Money Concepts Capital
Florida
$749K +$257K +639 +40%
CIBC World Market
365
CIBC World Market
Ontario, Canada
$744K -$2.01K -5 -0.2%
NMIMC
366
Northwestern Mutual Investment Management Company
Wisconsin
$737K -$63.6K -158 -7%
BPA
367
Beacon Pointe Advisors
California
$737K -$53.5K -133 -6%
DA
368
Duality Advisers
Florida
$734K -$2.11M -5,235 -71%
PAM
369
Panagora Asset Management
Massachusetts
$734K -$16.5K -41 -2%
CT
370
Cambridge Trust
Massachusetts
$727K
MML Investors Services
371
MML Investors Services
Massachusetts
$716K -$101K -252 -11%
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$711K +$42.7K +106 +5%
Bank of Nova Scotia
373
Bank of Nova Scotia
Ontario, Canada
$705K -$3.64M -9,053 -81%
KFC
374
Klingenstein Fields & Co
New York
$705K
RIG
375
Ramiah Investment Group
Wisconsin
$703K +$141K +351 +20%

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.