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SIVB

SVB Financial Group

Delisted

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

805 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 292 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

6% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 312

8% less funds holding

Funds holding: 874805 (-69)

16% less capital invested

Capital invested by funds: $35.5B → $29.7B (-$5.82B)

45% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 136

47% less call options, than puts

Call options by funds: $206M | Put options by funds: $392M

Holders
805
Holders Change
-69
Holders Change %
-7.89%
% of All Funds
12.7%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
292
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$255M -$50.5M -83,232 -15%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$232M +$118M +193,776 +88%
Victory Capital Management
28
Victory Capital Management
Texas
$223M -$4.75M -7,822 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$209M +$14.8M +24,320 +7%
Amundi
30
Amundi
France
$191M -$5M -8,235 -2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$185M -$281M -463,323 -58%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$184M +$247K +407 +0.1%
FCM
33
Frontier Capital Management
Massachusetts
$175M -$12.2M -20,168 -6%
CIP
34
Champlain Investment Partners
Vermont
$173M +$3.87M +6,374 +2%
Deutsche Bank
35
Deutsche Bank
Germany
$169M -$46.1M -75,951 -20%
Charles Schwab
36
Charles Schwab
California
$166M +$4.48M +7,384 +3%
UBS AM
37
UBS AM
Illinois
$155M +$8.07M +13,301 +5%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$148M -$88.1M -145,227 -35%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$145M -$1.83M -3,022 -1%
SP
40
Sarasin & Partners
United Kingdom
$143M +$50.9M +83,801 +49%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$138M +$150M +246,914 +3,527,343%
PPA
42
Parametric Portfolio Associates
Washington
$133M +$5.1M +8,407 +4%
N
43
Nuveen
North Carolina
$127M -$5.38M -8,863 -4%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$125M -$15.7M -25,806 -10%
SSM
45
Sound Shore Management
Connecticut
$124M +$61.4M +101,118 +84%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$121M +$2.39M +3,936 +2%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$118M +$13.5M +22,206 +12%
Handelsbanken Fonder
48
Handelsbanken Fonder
Sweden
$107M +$1.91M +3,143 +2%
PAMS
49
Pictet Asset Management (Switzerland)
Switzerland
$104M +$1.62M +2,674 +1%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$98.5M -$1.11M -1,828 -1%

SIVB Hedge Fund Activity: Q1 2022 in Review

805 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2022, worth a combined $29.7B — down 16% from $35.5B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of SIVB and 75 opened new positions — a net loss of 61 holders — while 312 trimmed existing stakes and 292 added.

The largest buyer was Capital International Investors, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 805 institutional investors held SVB Financial Group (SIVB) as of Q1 2022, down from 874 in Q4 2021.
  • Funds reported $29.7B of SVB Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
  • 75 funds opened new SVB Financial Group positions in Q1 2022 and 136 closed out, a net change of -61 holders.
  • The largest SVB Financial Group buyer in Q1 2022 was Capital International Investors, an estimated $325M added.
  • The largest SVB Financial Group seller in Q1 2022 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2022.