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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
EMG
451
ETF Managers Group
New Jersey
$679K -$497K -896 -42%
QCM
452
Quantinno Capital Management
New York
$670K -$60.5K -109 -8%
B
453
Bailard
California
$668K -$42.2K -76 -6%
QC
454
Quadrature Capital
United Kingdom
$668K +$666K +1,200 New
VF
455
Virtu Financial
New York
$664K +$662K +1,193 New
AC
456
Arjuna Capital
North Carolina
$662K +$268K +483 +68%
PAS
457
Park Avenue Securities
New York
$660K +$47.2K +85 +8%
MAP
458
Moody Aldrich Partners
Massachusetts
$658K -$9.98K -18 -1%
SW
459
StrongBox Wealth
Missouri
$657K +$655K +1,181 New
FMT
460
First Mercantile Trust
Tennessee
$652K -$247K -445 -28%
WAM
461
World Asset Management
Michigan
$652K -$26.6K -48 -4%
NIM
462
NuWave Investment Management
New Jersey
$630K +$221K +398 +54%
FA
463
FDx Advisors
Illinois
$628K -$6.66K -12 -1%
RC
464
RegentAtlantic Capital
New Jersey
$627K +$106K +191 +20%
SCM
465
Stevens Capital Management
Pennsylvania
$621K +$619K +1,116 New
HAG
466
HighPoint Advisor Group
Illinois
$618K +$57.7K +104 +10%
ACM
467
AlphaCrest Capital Management
New York
$609K -$21.6K -39 -3%
DCM
468
Dupont Capital Management
Delaware
$603K +$124K +223 +26%
PWM
469
Perigon Wealth Management
California
$602K +$4.99K +9 +0.8%
AAS
470
Avantax Advisory Services
Texas
$594K +$204K +368 +53%
EWA
471
EP Wealth Advisors
California
$591K -$555 -1 -0.1%
MC
472
Moors & Cabot
Massachusetts
$588K -$94.3K -170 -14%
CCP
473
Corient Capital Partners
California
$588K +$59.4K +107 +11%
PI
474
PGGM Investments
Netherlands
$584K -$313K -565 -35%
BRWA
475
B. Riley Wealth Advisors
Florida
$584K -$49.4K -89 -8%

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.