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SIVB

SVB Financial Group

Delisted

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

805 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 292 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

6% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 312

8% less funds holding

Funds holding: 874805 (-69)

16% less capital invested

Capital invested by funds: $35.5B → $29.7B (-$5.82B)

45% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 136

47% less call options, than puts

Call options by funds: $206M | Put options by funds: $392M

Holders
805
Holders Change
-69
Holders Change %
-7.89%
% of All Funds
12.7%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
292
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
426
Atria Wealth Solutions
New York
$960K +$1.04M +1,717 New
PAS
427
Park Avenue Securities
New York
$953K +$72.8K +120 +8%
FB
428
Fulton Bank
Pennsylvania
$944K -$393K -648 -28%
SCA
429
Summit Creek Advisors
Minnesota
$942K +$6.07K +10 +0.6%
Jacobs Levy Equity Management
430
Jacobs Levy Equity Management
New Jersey
$926K -$20.7M -34,092 -95%
SFG
431
Synergy Financial Group
California
$914K
WF
432
Welch & Forbes
Massachusetts
$895K
MWM
433
Mission Wealth Management
California
$891K -$33.4K -55 -3%
PA
434
Profund Advisors
Maryland
$876K -$149K -245 -14%
BRWA
435
B. Riley Wealth Advisors
Florida
$858K +$287K +473 +45%
LWM
436
Lyell Wealth Management
California
$852K +$3.04K +5 +0.3%
RIG
437
Ramiah Investment Group
Wisconsin
$849K +$160K +263 +21%
HI
438
Horizon Investments
North Carolina
$848K +$117K +192 +15%
WS
439
Wedbush Securities
California
$839K -$149K -245 -14%
AIM
440
Achmea Investment Management
Netherlands
$839K +$910K +1,499 New
IAA
441
Independent Advisor Alliance
North Carolina
$835K -$98.3K -162 -10%
NIM
442
NXG Investment Management
Texas
$835K -$75.3K -124 -8%
BB
443
Berkshire Bank
Massachusetts
$830K +$242K +398 +37%
DG
444
DMC Group
Alabama
$827K -$520K -856 -36%
SAI
445
Systematic Alpha Investments
New Jersey
$822K
MWM
446
Modera Wealth Management
New Jersey
$820K -$427K -704 -32%
PAG
447
Private Advisor Group
New Jersey
$819K -$596K -982 -40%
RIM
448
Redpoint Investment Management
Australia
$804K -$58.9K -97 -6%
DT
449
Diversified Trust
Tennessee
$802K +$91K +150 +12%
SS
450
Sunbelt Securities
Texas
$800K -$86.8K -143 -9%

SIVB Hedge Fund Activity: Q1 2022 in Review

805 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2022, worth a combined $29.7B — down 16% from $35.5B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of SIVB and 75 opened new positions — a net loss of 61 holders — while 312 trimmed existing stakes and 292 added.

The largest buyer was Capital International Investors, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 805 institutional investors held SVB Financial Group (SIVB) as of Q1 2022, down from 874 in Q4 2021.
  • Funds reported $29.7B of SVB Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
  • 75 funds opened new SVB Financial Group positions in Q1 2022 and 136 closed out, a net change of -61 holders.
  • The largest SVB Financial Group buyer in Q1 2022 was Capital International Investors, an estimated $325M added.
  • The largest SVB Financial Group seller in Q1 2022 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2022.