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SIVB

SVB Financial Group

Delisted

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

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more funds holding

Funds holding: 527609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.78%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$183M +$91.2M +281,480 +148%
WRF
27
Waddell & Reed Financial
Kansas
$177M -$789K -2,435 -0.5%
Deutsche Bank
28
Deutsche Bank
Germany
$175M +$4.17M +12,878 +3%
CIP
29
Champlain Investment Partners
Vermont
$169M -$1.82M -5,605 -1%
Ameriprise
30
Ameriprise
Minnesota
$167M +$2.11M +6,503 +2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$159M -$3.43M -10,598 -3%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$157M +$502K +1,549 +0.4%
FCM
33
Frontier Capital Management
Massachusetts
$145M +$29.6M +91,481 +32%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$142M +$7.99M +24,660 +7%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$129M -$9.93M -30,658 -8%
Franklin Resources
36
Franklin Resources
California
$123M -$4.15M -12,808 -4%
Diamond Hill Capital Management
37
Diamond Hill Capital Management
Ohio
$120M -$18.7M -57,702 -16%
Legal & General Group
38
Legal & General Group
United Kingdom
$118M -$24.8M -76,400 -20%
Artisan Partners
39
Artisan Partners
Wisconsin
$113M +$94.1M +290,357 New
Charles Schwab
40
Charles Schwab
California
$109M +$1.44M +4,441 +2%
Handelsbanken Fonder
41
Handelsbanken Fonder
Sweden
$99.4M -$20.9M -64,500 -20%
AAMU
42
Amundi Asset Management US
Massachusetts
$99.3M +$20.4M +62,892 +33%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$96.6M -$284K -878 -0.4%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$89.3M -$1.87M -5,776 -2%
UBS AM
45
UBS AM
Illinois
$88.7M +$6.76M +20,875 +10%
SP
46
Sarasin & Partners
United Kingdom
$88.2M -$4.71M -14,536 -6%
JP Morgan Chase
47
JP Morgan Chase
New York
$86.3M -$389M -1,199,891 -84%
AQR Capital Management
48
AQR Capital Management
Connecticut
$81.9M +$4.18M +12,900 +6%
Goldman Sachs
49
Goldman Sachs
New York
$79.7M -$52.2M -161,123 -44%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$77.9M +$6.61M +20,393 +11%

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.