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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
CI
401
Cigna Investments
Connecticut
$989K -$135K -244 -12%
OC
402
Oppenheimer & Co
New York
$988K -$17.8K -32 -2%
MMPW
403
Mitchell McLeod Pugh & Williams
Alabama
$988K
AP
404
Advisor Partners
California
$982K -$6.1K -11 -0.6%
QT
405
Quantamental Technologies
New York
$973K +$970K +1,749 New
KIA
406
KCM Investment Advisors
California
$972K +$671K +1,209 +225%
SA
407
Shilanski & Associates
Alaska
$943K +$48.3K +87 +5%
SI
408
Stephens Inc
Arkansas
$941K -$161K -290 -15%
UFF
409
USA Financial Formulas
Michigan
$935K -$330K -594 -26%
PAG
410
Private Advisory Group
Washington
$933K -$18.3K -33 -2%
NB
411
Norinchukin Bank
Japan
$920K +$25K +45 +3%
RIG
412
Ramiah Investment Group
Wisconsin
$911K -$1.6M -2,885 -64%
SG Americas Securities
413
SG Americas Securities
New York
$896K -$800K -1,443 -47%
RIM
414
Redpoint Investment Management
Australia
$895K
WF
415
Welch & Forbes
Massachusetts
$890K -$99.9K -180 -10%
BP
416
Ballentine Partners
Massachusetts
$857K -$25.5K -46 -3%
LWM
417
Lyell Wealth Management
California
$857K +$18.3K +33 +2%
LPARFS
418
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$856K -$12.2K -22 -1%
HIS
419
Harvest Investment Services
Illinois
$856K +$467K +842 +121%
APP
420
Alpha Paradigm Partners
Illinois
$854K -$313K -564 -27%
IRF
421
IBM Retirement Fund
New York
$851K -$122K -220 -13%
Parallax Volatility Advisers
422
Parallax Volatility Advisers
California
$849K -$284K -512 -25%
TAMH
423
Taikang Asset Management (HK)
Hong Kong
$847K +$845K +1,523 New
Bessemer Group
424
Bessemer Group
New Jersey
$835K +$52.7K +95 +7%
SC
425
Scotia Capital
Ontario, Canada
$813K -$1.31M -2,363 -62%

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.