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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
GKWIM
701
Gerber Kawasaki Wealth & Investment Management
California
-$904K -2,293 Closed
BFC
702
Banc Funds Company
Illinois
-$801K -2,027 Closed
CF
703
Cantor Fitzgerald
New York
-$799K -2,023 Closed
PFO
704
PMC FIG Opportunities
Israel
-$790K -2,000 Closed
ACM
705
Argent Capital Management
Missouri
-$790K -1,999 Closed
Lazard Asset Management
706
Lazard Asset Management
New York
-$756K -1,915 Closed
PCM
707
Prelude Capital Management
New York
-$739K -1,871 Closed
PAG
708
Private Advisor Group
New Jersey
-$657K -1,665 Closed
JAM
709
Jupiter Asset Management
United Kingdom
-$617K -1,560 Closed
VEA
710
Virtus ETF Advisers
New York
-$591K -1,497 Closed
NIM
711
NXG Investment Management
Texas
-$568K -1,437 Closed
AT
712
American Trust
Kentucky
-$520K -1,317 Closed
JG
713
Jefferies Group
New York
-$512K -1,296 Closed
AWM
714
Apollon Wealth Management
South Carolina
-$500K -1,265 Closed
Two Sigma Advisers
715
Two Sigma Advisers
New York
-$434K -1,100 Closed
Verition Fund Management
716
Verition Fund Management
Connecticut
-$422K -1,068 Closed
EWA
717
EP Wealth Advisors
California
-$420K -1,064 Closed
CMANY
718
Capital Management Associates (New York)
New York
-$394K -1,000 Closed
EGM
719
Engineers Gate Manager
New York
-$395K -999 Closed
CAN
720
Cetera Advisor Networks
California
-$393K -994 Closed
SWP
721
Stratos Wealth Partners
Ohio
-$361K -913 Closed
GTCM
722
Gyon Technologies Capital Management
New Jersey
-$354K -896 Closed
JSC
723
Jackson Square Capital
California
-$340K -861 Closed
FA
724
FDx Advisors
Illinois
-$316K -801 Closed
WS
725
Wedbush Securities
California
-$302K -765 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.