We are live on ! Find out more
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
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K +$15.7K +39 +7%
O
527
Ossiam
France
$144K +$173K +429 New
LOIM
528
Liberty One Investment Management
Illinois
$137K -$76.1K -189 -32%
WWMSC
529
Wagner Wealth Management (South Carolina)
South Carolina
$134K
SIM
530
Sentry Investment Management
Wisconsin
$133K
CBT
531
Central Bank & Trust
Kentucky
$131K -$157K -391 -50%
CA
532
Clearstead Advisors
Ohio
$124K
WFA
533
Wipfli Financial Advisors
Wisconsin
$119K +$142K +354 New
FA
534
Financial Avengers
California
$118K
NSIM
535
North Star Investment Management
Illinois
$118K
BFEC
536
Benjamin F. Edwards & Company
Missouri
$110K -$30.2K -75 -19%
HGERS
537
Householder Group Estate & Retirement Specialist
Arizona
$110K +$133K +330 New
PCM
538
Penserra Capital Management
California
$94K +$2.42K +6 +2%
ETH
539
Exos TFP Holdings
New York
$93K +$111K +277 New
TWC
540
TD Waterhouse Canada
Ontario, Canada
$90.2K +$22.5K +56 +38%
National Bank of Canada
541
National Bank of Canada
Quebec, Canada
$87K
APA
542
American Portfolios Advisors
New York
$80.9K -$2.01K -5 -2%
C
543
Covestor
United Kingdom
$80K +$82.1K +204 +583%
QCG
544
Quadrant Capital Group
Ohio
$79K +$19.3K +48 +26%
KTC
545
Kistler-Tiffany Companies
Pennsylvania
$77K +$37.8K +94 +69%
MA
546
MUFG Americas
New York
$74K -$11.7K -29 -12%
EI
547
Ellevest Inc
New York
$69K -$6.44K -16 -7%
PA
548
Parallel Advisors
California
$68K -$10.1K -25 -11%
SFO
549
Standard Family Office
South Dakota
$68K
Canada Pension Plan Investment Board
550
Canada Pension Plan Investment Board
Ontario, Canada
$67K -$40.3K -100 -33%

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.