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SIVB

SVB Financial Group

Delisted

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

527 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $67.3M

12% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.21B)

3% more funds holding

Funds holding: 512527 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
527
Holders Change
+15
Holders Change %
+2.93%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
169
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$103M -$1.63M -6,913 -2%
Ameriprise
27
Ameriprise
Minnesota
$102M -$12.8M -54,416 -11%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$101M +$3.23M +13,736 +3%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$96.8M -$2.33M -9,892 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$91.3M +$16.7M +70,989 +23%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$88.5M -$8.39M -35,658 -9%
Goldman Sachs
32
Goldman Sachs
New York
$88.2M -$24.5M -104,190 -22%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$87.6M +$1.19M +5,057 +1%
Bank of America
34
Bank of America
North Carolina
$84.1M -$4.95M -21,027 -6%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$82.1M -$1.71M -7,283 -2%
SSM
36
Sound Shore Management
Connecticut
$80.6M -$40.5M -171,973 -34%
Franklin Resources
37
Franklin Resources
California
$79.2M -$7.19M -30,565 -8%
AllianceBernstein
38
AllianceBernstein
Tennessee
$78.6M -$8.39M -35,645 -10%
Handelsbanken Fonder
39
Handelsbanken Fonder
Sweden
$77.2M +$16.7M +71,000 +28%
FCM
40
Frontier Capital Management
Massachusetts
$68M -$7.91M -33,611 -11%
Charles Schwab
41
Charles Schwab
California
$66.5M +$325K +1,381 +0.5%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$60.2M -$1.2M -5,113 -2%
SP
43
Sarasin & Partners
United Kingdom
$58.2M +$5.72M +24,311 +11%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.5M -$709K -3,012 -1%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$56.8M -$67.3M -285,937 -55%
CCI
46
Columbus Circle Investors
$52.5M +$5.42M +23,034 +12%
UBS AM
47
UBS AM
Illinois
$50M +$1.62M +6,903 +3%
ClearBridge Investments
48
ClearBridge Investments
New York
$49.5M -$332K -1,411 -0.7%
AQR Capital Management
49
AQR Capital Management
Connecticut
$48.7M -$21.7M -92,041 -31%
PPA
50
Parametric Portfolio Associates
Washington
$48.5M +$708K +3,009 +2%

SIVB Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2020, worth a combined $11.3B — up 12% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SIVB positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 191 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.3M.

  • 527 institutional investors held SVB Financial Group (SIVB) as of Q3 2020, up from 512 in Q2 2020.
  • Funds reported $11.3B of SVB Financial Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 60 funds opened new SVB Financial Group positions in Q3 2020 and 45 closed out, a net change of +15 holders.
  • The largest SVB Financial Group buyer in Q3 2020 was Ninety One (UK), an estimated $124M added.
  • The largest SVB Financial Group seller in Q3 2020 was T. Rowe Price Associates, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2020.