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
SC
601
Seldon Capital
California
$14K
MCM
602
MV Capital Management
Maryland
$14K +$1.61K +4 +11%
BLC
603
Brown, Lisle/Cummings
Rhode Island
$13.4K
DMKJ
604
David M. Knott Jr
$13K
ICM
605
Islay Capital Management
Texas
$13K
WOC
606
West Oak Capital
California
$12K
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$12K +$2.82K +7 +23%
MWM
608
Mascoma Wealth Management
New Hampshire
$11K
PWS
609
Paragon Wealth Strategies
Florida
$11K +$13.3K +33 New
SC
610
Sierra Capital
Florida
$10K -$210K -521 -95%
EW
611
Evoke Wealth
California
$10K -$3.22K -8 -22%
BTI
612
Blue Trust Inc
Georgia
$9K -$8.05K -20 -47%
JWA
613
JFS Wealth Advisors
Pennsylvania
$9K +$2.82K +7 +37%
TAM
614
Tucker Asset Management
Colorado
$8.78K
KFP
615
KB Financial Partners
New Jersey
$8K
ZB
616
Zions Bancorporation
Utah
$7K -$5.23K -13 -37%
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$7K -$4.83K -12 -38%
CFO
618
CVA Family Office
Colorado
$7K
EARNEST Partners
619
EARNEST Partners
Georgia
$7K
EWM
620
Evermay Wealth Management
Virginia
$7K
RA
621
Rise Advisors
New York
$7K +$4.83K +12 +120%
CAC
622
Core Alternative Capital
Georgia
$6K
GI
623
Gradient Investments
Minnesota
$6K +$6.44K +16 +1,600%
PK
624
Pflug Koory
Nebraska
$6K +$6.84K +17 New
FSWA
625
Financial Synergies Wealth Advisors
Texas
$5.71K

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.