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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
CAG
501
Csenge Advisory Group
Florida
$492K +$483K +871 New
SC
502
Savant Capital
Illinois
$490K +$1.66K +3 +0.3%
BOM
503
Bank of Marin
California
$488K
VI
504
Vestcor Inc
New Brunswick, Canada
$485K -$74.3K -134 -13%
GDP
505
Great Diamond Partners
Maine
$464K -$4.44K -8 -0.9%
LNC
506
Lincoln National Corp
Pennsylvania
$464K +$463K +834 New
NJBEST
507
New Jersey Better Educational Savings Trust
New Jersey
$456K
ECM
508
Everence Capital Management
Indiana
$445K
LS
509
Livforsakringsbolaget Skandia
Sweden
$445K
CWM
510
Curi Wealth Management
North Carolina
$440K
SAM
511
Strategy Asset Managers
California
$436K -$7.21K -13 -2%
KAS
512
Kestra Advisory Services
Texas
$434K +$90.4K +163 +26%
1WA
513
180 Wealth Advisors
Washington
$433K +$38.8K +70 +10%
XT
514
XTX Topco
Cayman Islands
$433K +$432K +779 New
CMBA
515
C.M. Bidwell & Associates
Hawaii
$432K +$96.5K +174 +29%
FRM
516
Fox Run Management
Connecticut
$430K +$428K +772 New
SS
517
Simplicity Solutions
Minnesota
$429K +$428K +772 New
DWM
518
Dakota Wealth Management
Florida
$427K
SC
519
Sierra Capital
Florida
$426K -$35.5K -64 -8%
AIP
520
Ameritas Investment Partners
Nebraska
$420K
MOS
521
MGO One Seven
Ohio
$417K -$10.5K -19 -2%
AAM
522
Aureus Asset Management
Massachusetts
$417K
BB
523
Berkshire Bank
Massachusetts
$415K +$414K +746 New
TI
524
Tidal Investments
Wisconsin
$411K +$113K +204 +38%
HFM
525
Harvest Fund Management
China
$410K

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.