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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$167M +$51.5M +128,028 +35%
Ninety One (UK)
27
Ninety One (UK)
United Kingdom
$161M -$32.7M -81,134 -15%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$159M -$1.2M -2,975 -0.6%
Victory Capital Management
29
Victory Capital Management
Texas
$155M +$534K +1,326 +0.3%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$149M +$46.8M +116,353 +35%
Deutsche Bank
31
Deutsche Bank
Germany
$149M -$5M -12,427 -3%
Swedbank
32
Swedbank
Sweden
$141M -$109M -270,061 -39%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$138M +$157M +389,440 +1,715%
Legal & General Group
34
Legal & General Group
United Kingdom
$126M -$8.23M -20,439 -5%
CIP
35
Champlain Investment Partners
Vermont
$123M +$24.2M +60,228 +20%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$118M -$44.8M -111,371 -24%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$112M +$1.85M +4,587 +1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$111M +$33.4M +83,086 +34%
Charles Schwab
39
Charles Schwab
California
$104M +$2.75M +6,827 +2%
UBS AM
40
UBS AM
Illinois
$96.9M +$6.79M +16,870 +6%
AI
41
Axiom Investors
Connecticut
$89.1M +$38.6M +95,848 +57%
SP
42
Sarasin & Partners
United Kingdom
$85.2M +$431K +1,072 +0.4%
SSM
43
Sound Shore Management
Connecticut
$83.3M +$6.14M +15,261 +7%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$83.2M -$815K -2,026 -0.8%
N
45
Nuveen
North Carolina
$80.2M -$5.63M -13,995 -6%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$76.3M -$44.7M -111,018 -33%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$75.3M +$663K +1,647 +0.7%
American Century Companies
48
American Century Companies
Missouri
$64M +$73.5M +182,627 +2,306%
FCM
49
Frontier Capital Management
Massachusetts
$63.2M -$13.8M -34,183 -15%
PAMS
50
Pictet Asset Management (Switzerland)
Switzerland
$62.5M +$256K +637 +0.3%

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.