We are live on ! Find out more
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
CIM
451
CIM Investment Management
Pennsylvania
$336K +$403K +1,001 New
LNC
452
Lincoln National Corp
Pennsylvania
$334K +$40.3K +100 +11%
SCA
453
Summit Creek Advisors
Minnesota
$333K -$287K -713 -42%
RJT
454
Raymond James Trust
Florida
$329K +$43.1K +107 +12%
MIM
455
Moseley Investment Management
Florida
$322K +$51.1K +127 +15%
BIAS
456
Beacon Investment Advisory Services
New Jersey
$317K -$1.21K -3 -0.3%
HPC
457
HM Payson & Co
Maine
$313K -$40.3K -100 -10%
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$313K -$18.5K -46 -5%
PWM
459
Perigon Wealth Management
California
$310K -$43.5K -108 -10%
SAM
460
Sompo Asset Management
Japan
$308K +$370K +920 New
JCM
461
Janney Capital Management
Pennsylvania
$304K -$5.14M -12,774 -93%
SCM
462
SevenOneSeven Capital Management
Pennsylvania
$304K -$2.42K -6 -0.7%
SCI
463
S&CO Inc
Massachusetts
$303K
CCI
464
Credit Capital Investments
New Jersey
$302K +$362K +900 New
JSL
465
JT Stratford LLC
Georgia
$301K -$755K -1,875 -68%
Vontobel Holding
466
Vontobel Holding
Switzerland
$300K -$146K -363 -29%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$297K
BC
468
Bartlett & Co
Ohio
$297K
AAS
469
Avantax Advisory Services
Texas
$296K -$1.21K -3 -0.3%
SC
470
Savant Capital
Illinois
$294K -$2.42K -6 -0.7%
GIA
471
Gateway Investment Advisers
Ohio
$292K +$39.8K +99 +13%
IAN
472
Integrated Advisors Network
Texas
$291K +$10.1K +25 +3%
Cetera Investment Advisers
473
Cetera Investment Advisers
Illinois
$290K -$60.4K -150 -15%
SVCP
474
Silicon Valley Capital Partners
California
$284K +$8.86K +22 +3%
MFA
475
Mayflower Financial Advisors
Massachusetts
$280K +$4.43K +11 +1%

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.