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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
LWA
501
Lenox Wealth Advisors
New York
$6K
CFGS
502
Concourse Financial Group Securities
Alabama
$6K +$2.82K +12 +86%
EARNEST Partners
503
EARNEST Partners
Georgia
$5K
FRA
504
Front Row Advisors
California
$5K
ZB
505
Zions Bancorporation
Utah
$5K
ETC
506
Exchange Traded Concepts
Oklahoma
$5K +$4.94K +21 New
QT
507
Quantbot Technologies
New York
$5K +$4.94K +21 New
CI
508
CX Institutional
Indiana
$4K -$3.29K -14 -45%
TPWA
509
TRUE Private Wealth Advisors
Oregon
$4K
FHC
510
First Horizon Corporation
Tennessee
$4K +$4K +17 New
RA
511
Rational Advisors
New York
$4K +$4.24K +18 New
AssetMark Inc
512
AssetMark Inc
California
$3K
BBHC
513
Brown Brothers Harriman & Co
New York
$3K
ME
514
McIlrath & Eck
Washington
$3K
TFO
515
Tarbox Family Office
California
$3K
PFWA
516
Paces Ferry Wealth Advisors
Georgia
$3K +$3.29K +14 New
RIM
517
Ranger Investment Management
Texas
$2K
SFSIG
518
San Francisco Sentry Investment Group
California
$2K
TWA
519
TCI Wealth Advisors
Arizona
$2K
TSW
520
Thompson Siegel & Walmsley
Virginia
$2K
ED
521
Exane Derivatives
France
$1.68K
BWM
522
BerganKDV Wealth Management
Minnesota
$1K
GWS
523
Glassman Wealth Services
Virginia
$1K
TFGT
524
TS Financial Group (TSFG)
Illinois
$1K
APC
525
Aspire Private Capital
North Carolina
$1K +$1.18K +5 New

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.