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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
Cambridge Investment Research Advisors
551
Cambridge Investment Research Advisors
Iowa
-$243K -1,129 Closed
PCM
552
Palisade Capital Management
New Jersey
-$237K -1,100 Closed
TFA
553
Teamwork Financial Advisors
Texas
-$216K -1,000 Closed
OR
554
Olympiad Research
Connecticut
-$200K -926 Closed
SF
555
Synovus Financial
Georgia
-$155K -721 Closed
QI
556
QS Investors
New York
-$131K -607 Closed
RWB
557
RMR Wealth Builders
New Jersey
-$103K -480 Closed
RIM
558
Rampart Investment Management
Connecticut
-$85K -393 Closed
OPS
559
Orion Portfolio Solutions
Nebraska
-$50K -234 Closed
PAG
560
Private Advisor Group
New Jersey
-$44K -205 Closed
CAN
561
Cetera Advisor Networks
California
-$42K -194 Closed
AWM
562
Apollon Wealth Management
South Carolina
-$25K -114 Closed
CWP
563
CFM Wealth Partners
Texas
-$15K -72 Closed
CWM
564
Campbell Wealth Management
Virginia
-$13K -62 Closed
BL
565
Balentine LLC
Georgia
-$13K -59 Closed
CFG
566
Citizens Financial Group
Rhode Island
-$6K -26 Closed
VFA
567
Valeo Financial Advisors
Indiana
-$5K -22 Closed
FANJ
568
Financial Architects (New Jersey)
New Jersey
-$2K -8 Closed
DCM
569
Davidson Capital Management
Texas
-$1K -2 Closed

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.