We are live on ! Find out more
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
FPS
576
Fieldpoint Private Securities
Connecticut
$289K +$268K +483 +3,220%
WAS
577
Wealth Advisory Solutions
Indiana
$285K +$285K +513 New
AP
578
Americana Partners
Texas
$282K +$4.44K +8 +2%
HT
579
Heritage Trust
Oklahoma
$278K
MA
580
Menlo Advisors
California
$278K
RTS
581
Round Table Services
New Jersey
$278K
BAM
582
Blueshift Asset Management
New Jersey
$274K +$27.7K +50 +11%
BWP
583
Baldwin Wealth Partners
Massachusetts
$273K
TAM
584
Trust Asset Management
Texas
$268K +$37.2K +67 +16%
RWB
585
RMR Wealth Builders
New Jersey
$267K
KCM
586
Karp Capital Management
California
$264K +$263K +474 New
CAN
587
Cetera Advisor Networks
California
$263K -$9.98K -18 -4%
CRCM
588
Corbett Road Capital Management
Virginia
$262K -$43.3K -78 -14%
ARC
589
Advisor Resource Council
Texas
$259K +$258K +465 New
PCA
590
Personal Capital Advisors
California
$253K -$15.5K -28 -6%
SWP
591
Stratos Wealth Partners
Ohio
$252K -$1.19M -2,139 -83%
RA
592
RFG Advisory
Alabama
$248K -$8.88K -16 -3%
AG
593
AIA Group
Hong Kong
$248K +$257K +463 New
CA
594
Clearstead Advisors
Ohio
$245K +$2.77K +5 +1%
SAM
595
Silvercrest Asset Management
New York
$243K -$8.32K -15 -3%
CIM
596
Cambria Investment Management
California
$243K +$242K +437 New
QI
597
Qtron Investments
Massachusetts
$236K +$235K +424 New
QCM
598
Quest Capital Management
Texas
$234K -$16.1K -29 -6%
C
599
Certuity
Florida
$234K +$234K +421 New
XS
600
XR Securities
Illinois
$230K -$40.5K -73 -15%

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.