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SIVB

SVB Financial Group

Delisted

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

512 hedge funds and large institutions have $10.1B invested in SVB Financial Group in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 153 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

41% more capital invested

Capital invested by funds: $7.18B → $10.1B (+$2.92B)

8% more funds holding

Funds holding: 474512 (+38)

26% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 206

26% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $90.1M

Holders
512
Holders Change
+38
Holders Change %
+8.02%
% of All Funds
10.5%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
81
Increased
153
Reduced
206
Closed
41
Calls
$66.7M
Puts
$90.1M
Net Calls
-$23.3M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$95.7M +$367K +1,908 +0.4%
CIP
27
Champlain Investment Partners
Vermont
$95.2M +$1.94M +10,079 +2%
Deutsche Bank
28
Deutsche Bank
Germany
$91.9M +$712K +3,697 +0.9%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$88.8M +$4.08M +21,193 +5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$87.8M -$16.5M -85,419 -17%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$86.9M -$7.86M -40,811 -9%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$82.9M +$3.72M +19,304 +5%
Bank of America
33
Bank of America
North Carolina
$79.9M -$8.38M -43,491 -11%
Franklin Resources
34
Franklin Resources
California
$79.8M +$1.97M +10,212 +3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$78.1M +$23.2M +120,358 +50%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$77.3M +$4.77M +24,746 +7%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$75.1M -$4.08M -21,165 -6%
FCM
38
Frontier Capital Management
Massachusetts
$68.2M +$60.9M +316,298 New
Legal & General Group
39
Legal & General Group
United Kingdom
$66.5M -$1.14M -5,908 -2%
AQR Capital Management
40
AQR Capital Management
Connecticut
$61.9M -$14.3M -74,356 -20%
Charles Schwab
41
Charles Schwab
California
$59.2M -$1.28M -6,651 -2%
AAMU
42
Amundi Asset Management US
Massachusetts
$55.2M -$6.65M -34,547 -12%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$55M +$4.42M +22,943 +10%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$53.8M +$13.1M +68,088 +37%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.1M -$2.13M -11,077 -4%
SP
46
Sarasin & Partners
United Kingdom
$46.9M +$3M +15,575 +8%
ClearBridge Investments
47
ClearBridge Investments
New York
$44.6M -$1.9M -9,873 -5%
UBS AM
48
UBS AM
Illinois
$43.3M -$407K -2,115 -1%
PPA
49
Parametric Portfolio Associates
Washington
$42.8M +$5.15M +26,729 +16%
CCI
50
Columbus Circle Investors
$42.1M +$11.1M +57,631 +42%

SIVB Hedge Fund Activity: Q2 2020 in Review

512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2020, worth a combined $10.1B — up 41% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SIVB positions and 41 closed out — a net gain of 40 holders — while 153 added to existing stakes and 206 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.8M. The largest seller was Capital Research Global Investors, cutting an estimated $122M.

  • 512 institutional investors held SVB Financial Group (SIVB) as of Q2 2020, up from 474 in Q1 2020.
  • Funds reported $10.1B of SVB Financial Group stock for Q2 2020, up 41% quarter-over-quarter.
  • 81 funds opened new SVB Financial Group positions in Q2 2020 and 41 closed out, a net change of +40 holders.
  • The largest SVB Financial Group buyer in Q2 2020 was Victory Capital Management, an estimated $78.8M added.
  • The largest SVB Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.