We are live on ! Find out more
SIVB

SVB Financial Group
SIVB

Delisted

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

Back to rankings

381 hedge funds and large institutions have $8.5B invested in SVB Financial Group in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 101 increasing their positions, 159 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 25

61% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $21.3M

60% more capital invested

Capital invested by funds: $5.32B → $8.5B (+$3.18B)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more funds holding

Funds holding: 326 → 381 (+55)

36% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 159

Holders
381
Holders Change
+55
Holders Change %
+16.87%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
84
Increased
101
Reduced
159
Closed
25
Calls
$34.4M
Puts
$21.3M
Net Calls
+$13.1M
Net Calls Change
+$12.8M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$79M
4
JHIU
Janus Henderson Investors US
Colorado
+$77.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.4M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$74.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$58.9M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$37.3M
4
MDSL
M.D. Sass LLC
New York
-$33.7M
5
SC
Samlyn Capital
New York
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
376
Point72 Hong Kong
Hong Kong
$3K +$2.15K +15 New
KT
377
Kanaly Trust
Texas
$2K -$287 -2 -15%
FHA
378
First Horizon Advisors
Tennessee
$2K – – –
IWM
379
IHT Wealth Management
Illinois
$2K +$2.01K +14 New
WTB
380
Washington Trust Bank
Washington
$1K -$1.15K -8 -53%
PCP
381
Proficio Capital Partners
Massachusetts
$1K – – –
FPF
382
FNY Partners Fund
New York
$11 +$14.3K +100 New
SC
383
Samlyn Capital
New York
– -$32.6M -294,526 Closed
QCMC
384
Quantum Capital Management (California)
California
– -$7.79M -70,488 Closed
SPPAM
385
Summit Partners Public Asset Management
Massachusetts
– -$3.87M -35,000 Closed
FG
386
FSI Group
Ohio
– -$3.32M -30,000 Closed
ZIM
387
Zacks Investment Management
Illinois
– -$3.22M -29,142 Closed
JAM
388
Jupiter Asset Management
United Kingdom
– -$2.76M -25,000 Closed
WAM
389
Wolverine Asset Management
Illinois
– -$1.66M -15,000 Closed
Asset Management One
390
Asset Management One
Japan
– -$1.06M -9,885 Closed
SSA
391
Schonfeld Strategic Advisors
New York
– -$998K -9,026 Closed
BRA
392
Blue Rock Advisors
Minnesota
– -$795K -7,188 Closed
Capital Fund Management (CFM)
393
Capital Fund Management (CFM)
France
– -$361K -3,265 Closed
BRWA
394
B. Riley Wealth Advisors
Florida
– -$334K -3,018 Closed
Verition Fund Management
395
Verition Fund Management
Connecticut
– -$313K -2,835 Closed
FMT
396
First Mercantile Trust
Tennessee
– -$292K -2,640 Closed
AFG
397
American Financial Group
Ohio
– -$279K -2,525 Closed
TH
398
Timber Hill
Connecticut
– -$243K -2,199 Closed
NIT
399
NumerixS Investment Technologies
British Columbia, Canada
– -$221K -2,000 Closed
TSS
400
Two Sigma Securities
New York
– -$211K -1,910 Closed
13 14 15
16
17

SIVB Hedge Fund Activity: Q4 2016 in Review

381 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2016, worth a combined $8.5B — up 60% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SIVB positions and 25 closed out — a net gain of 59 holders — while 101 added to existing stakes and 159 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $120M. The largest seller was TimesSquare Capital Management, cutting an estimated $74.9M.

  • 381 institutional investors held SVB Financial Group (SIVB) as of Q4 2016, up from 326 in Q3 2016.
  • Funds reported $8.5B of SVB Financial Group stock for Q4 2016, up 60% quarter-over-quarter.
  • 84 funds opened new SVB Financial Group positions in Q4 2016 and 25 closed out, a net change of +59 holders.
  • The largest SVB Financial Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $120M added.
  • The largest SVB Financial Group seller in Q4 2016 was TimesSquare Capital Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2016.