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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

289 hedge funds and large institutions have $5.38B invested in SVB Financial Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $5.22B → $5.38B (+$168M)

2% more call options, than puts

Call options by funds: $963K | Put options by funds: $945K

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 295289 (-6)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
34
Increased
97
Reduced
110
Closed
36
Calls
$963K
Puts
$945K
Net Calls
+$18K
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Sirios Capital Management
Massachusetts
$18M +$4.4M +40,340 +35%
BIM
52
BlackRock Investment Management
Delaware
$16.6M -$102K -935 -0.7%
RIM
53
RS Investment Management
California
$16.4M -$4.91M -45,050 -24%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$16.2M +$15.2M +139,570 New
GKIM
55
GW&K Investment Management
Massachusetts
$16.2M +$791K +7,254 +5%
Principal Financial Group
56
Principal Financial Group
Iowa
$16M -$5.61M -51,415 -27%
Credit Agricole
57
Credit Agricole
France
$15.7M -$600K -5,500 -4%
HHC
58
Hutchin Hill Capital
New York
$15.1M +$8.73M +80,000 +160%
IA
59
Icon Advisers
Colorado
$14.5M +$556K +5,100 +4%
NFA
60
Nationwide Fund Advisors
Ohio
$14.5M +$96.4K +884 +0.7%
PCM
61
Palisade Capital Management
New Jersey
$14.3M +$1.07M +9,826 +9%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$13.9M -$1.28M -11,700 -9%
Charles Schwab
63
Charles Schwab
California
$13.6M +$1.09M +9,976 +9%
EAM
64
Edge Asset Management
Washington
$13.6M -$8.18K -75 -0.1%
TA
65
Teachers Advisors
New York
$13.3M +$4.62M +42,331 +59%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$12.8M +$11.3M +103,670 +1,537%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$12.8M -$152K -1,391 -1%
Public Employees Retirement Association of Colorado
68
Public Employees Retirement Association of Colorado
Colorado
$12.8M -$3.05K -28 -0%
MAA
69
Managed Account Advisors
New Jersey
$12.7M +$1.32M +12,135 +12%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$12.7M +$11.2M +102,900 +1,690%
Two Sigma Investments
71
Two Sigma Investments
New York
$12.6M -$9.24M -84,663 -44%
BPC
72
Banque Pictet & Cie
Switzerland
$12.2M +$11.5M +105,431 New
BAM
73
Baring Asset Management
United Kingdom
$12.2M +$762K +6,987 +7%
Boston Partners
74
Boston Partners
Massachusetts
$11.9M -$769K -7,049 -6%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$11.7M -$355K -3,251 -3%

SIVB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2014, worth a combined $5.38B — up 3.2% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SIVB and 34 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Lord, Abbett & Co, cutting an estimated $126M.

  • 289 institutional investors held SVB Financial Group (SIVB) as of Q4 2014, down from 295 in Q3 2014.
  • Funds reported $5.38B of SVB Financial Group stock for Q4 2014, up 3.2% quarter-over-quarter.
  • 34 funds opened new SVB Financial Group positions in Q4 2014 and 36 closed out, a net change of -2 holders.
  • The largest SVB Financial Group buyer in Q4 2014 was JP Morgan Chase, an estimated $110M added.
  • The largest SVB Financial Group seller in Q4 2014 was Lord, Abbett & Co, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2014.