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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
Franklin Resources
26
Franklin Resources
California
$260M +$66.5M +119,904 +35%
Ninety One (UK)
27
Ninety One (UK)
United Kingdom
$259M -$4.45M -8,020 -2%
Swedbank
28
Swedbank
Sweden
$242M -$69.4M -125,128 -22%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$231M +$1.88M +3,384 +0.8%
FCM
30
Frontier Capital Management
Massachusetts
$222M -$5.24M -9,447 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$204M -$13.4M -24,175 -6%
Amundi
32
Amundi
France
$200M +$199M +359,114 New
Macquarie Group
33
Macquarie Group
Australia
$194M +$177M +319,110 +1,058%
CIP
34
Champlain Investment Partners
Vermont
$188M -$1.84M -3,315 -1%
Legal & General Group
35
Legal & General Group
United Kingdom
$179M +$10.1M +18,264 +6%
Deutsche Bank
36
Deutsche Bank
Germany
$160M -$4.29M -7,742 -3%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$150M -$69.7M -125,631 -32%
Ensign Peak Advisors
38
Ensign Peak Advisors
Utah
$144M +$12.4M +22,316 +9%
Charles Schwab
39
Charles Schwab
California
$144M +$3.28M +5,910 +2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$142M -$34.7M -62,620 -20%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$140M -$2.04M -3,671 -1%
UBS AM
42
UBS AM
Illinois
$134M +$3.69M +6,648 +3%
Handelsbanken Fonder
43
Handelsbanken Fonder
Sweden
$127M +$2.64M +4,761 +2%
Goldman Sachs
44
Goldman Sachs
New York
$127M -$36.6M -65,978 -22%
N
45
Nuveen
North Carolina
$125M +$33.2M +59,826 +36%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$124M -$1.06M -1,905 -0.8%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$121M -$16.8M -30,295 -12%
PPA
48
Parametric Portfolio Associates
Washington
$120M +$9.97M +17,967 +9%
KBC Group
49
KBC Group
Belgium
$116M -$15.1M -27,294 -12%
AQR Capital Management
50
AQR Capital Management
Connecticut
$111M -$8.03M -14,469 -7%

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.