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
BONH
576
Bank of New Hampshire
New Hampshire
$34K
JC
577
JCSD Capital
California
$34K
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K
TH
579
TCTC Holdings
Texas
$34K
VNA
580
Valley National Advisers
Pennsylvania
$34K +$6.44K +16 +19%
LSA
581
Leonteq Securities AG
Switzerland
$33.6K -$1.91M -4,740 -98%
IA
582
IFP Advisors
Florida
$33K +$6.84K +17 +17%
AWM
583
Abound Wealth Management
Tennessee
$31.2K +$37.4K +93 New
MW
584
Milestone Wealth
New York
$27K
SSG
585
Summit Securities Group
New York
$25K -$20.1K -50 -40%
TWA
586
TCI Wealth Advisors
Arizona
$25K -$403 -1 -1%
FHA
587
First Horizon Advisors
Tennessee
$24K +$805 +2 +3%
AssetMark Inc
588
AssetMark Inc
California
$22K -$403 -1 -1%
FCG
589
Financial Connections Group
California
$22K
PHK
590
Point72 Hong Kong
Hong Kong
$21K -$651K -1,617 -96%
AP
591
Arlington Partners
Alabama
$21K
GWS
592
Glassman Wealth Services
Virginia
$21K +$8.05K +20 +48%
GWM
593
Geneos Wealth Management
Colorado
$20K -$4.83K -12 -17%
CA
594
Crewe Advisors
Utah
$20K
HWA
595
HHM Wealth Advisors
Tennessee
$19K
LFG
596
Larson Financial Group
Missouri
$19K
EWA
597
EverSource Wealth Advisors
Alabama
$18K +$8.45K +21 +66%
CWC
598
Carolinas Wealth Consulting
North Carolina
$17K
HNWAG
599
High Net Worth Advisory Group
Florida
$17K
CT
600
Caldwell Trust
Florida
$15.1K

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.