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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
JIC
501
Johnson Investment Counsel
Ohio
$221K -$48.3K -120 -15%
SFFS
502
Stonehage Fleming Financial Services
Jersey
$221K
MC
503
Machina Capital
France
$220K +$263K +654 New
M
504
Mirova
France
$218K -$323K -802 -55%
GT
505
Greenleaf Trust
Michigan
$217K -$54.7K -136 -17%
OC
506
Oppenheimer & Co
New York
$214K +$256K +636 New
SF
507
Synovus Financial
Georgia
$207K
ASN
508
Advisory Services Network
Georgia
$205K -$83.7K -208 -25%
CTC
509
Central Trust Company
Missouri
$204K
SFI
510
Siemens Fonds Invest
Germany
$204K
SPP
511
Single Point Partners
Massachusetts
$204K +$736K +1,829 New
MYAM
512
Meiji Yasuda Asset Management
Japan
$203K -$45.5K -113 -16%
HBT
513
Heartland Bank & Trust
Illinois
$203K
HI
514
Horizon Investments
North Carolina
$203K +$21.7K +54 +10%
PTP
515
Platform Technology Partners
New York
$201K -$2.42K -6 -1%
MCC
516
Malaga Cove Capital
California
$201K +$241K +599 New
YWP
517
YorkBridge Wealth Partners
New York
$200K
RG
518
Richelieu Gestion
France
$198K +$87.7K +218 +59%
PCM
519
Peregrine Capital Management
Minnesota
$181K
IUHSA
520
Itau Unibanco Holding S.A.
Brazil
$179K +$215K +534 New
SPIA
521
Steward Partners Investment Advisory
New York
$175K -$39.4K -98 -16%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$163K +$2.82K +7 +1%
ST
523
Smithfield Trust
Pennsylvania
$161K
BWP
524
Baldwin Wealth Partners
Massachusetts
$159K
S
525
Seeyond
France
$151K -$9.26K -23 -5%

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.