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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
BWM
651
Baystate Wealth Management
Massachusetts
$1K -$34.6K -86 -96%
MFT
652
Moisand Fitzgerald Tamayo
Florida
$1K -$1.61K -4 -67%
AA
653
Addison Advisors
Vermont
$1K
BWM
654
BerganKDV Wealth Management
Minnesota
$1K
BBPWM
655
Blue Bell Private Wealth Management
Pennsylvania
$1K
FEG
656
Financial Enhancement Group
Indiana
$1K
GCS
657
Gordian Capital (Singapore)
Singapore
$1K
RIM
658
Ranger Investment Management
Texas
$1K
VCM
659
Versant Capital Management
Arizona
$1K
DI
660
Disciplined Investments
Oklahoma
$1K +$805 +2 +100%
HR
661
Howe & Rusling
New York
$1K +$805 +2 New
Kayne Anderson Rudnick Investment Management
662
Kayne Anderson Rudnick Investment Management
California
$1K +$805 +2 New
NMG
663
New Millennium Group
Utah
$1K +$805 +2 New
VWM
664
Valley Wealth Managers
New Jersey
$1K +$805 +2 New
CAL
665
Capital Advisors Ltd
Ohio
$1K +$1.21K +3 New
SIC
666
SJS Investment Consulting
Ohio
$1K +$1.21K +3 New
AIC
667
Archer Investment Corporation
Indiana
$672
MOS
668
MGO One Seven
Ohio
$264 +$13.3K +33 +4%
Wellington Management Group
669
Wellington Management Group
Massachusetts
-$67.6M -171,121 Closed
KPF
670
K2 Principal Fund
Ontario, Canada
-$15.9M -40,159 Closed
Twin Tree Management
671
Twin Tree Management
Texas
-$13.3M -33,134 Closed
Axa
672
Axa
France
-$13.1M -33,069 Closed
BC
673
BIT Capital
Germany
-$7.68M -19,444 Closed
LFM
674
LGT Fund Management
Liechtenstein
-$6.7M -16,971 Closed
LOAME
675
Lombard Odier Asset Management (Europe)
United Kingdom
-$6.19M -15,667 Closed

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.