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SIVB

SVB Financial Group

Delisted

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

512 hedge funds and large institutions have $10.1B invested in SVB Financial Group in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 153 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

41% more capital invested

Capital invested by funds: $7.18B → $10.1B (+$2.92B)

8% more funds holding

Funds holding: 474512 (+38)

26% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 206

26% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $90.1M

Holders
512
Holders Change
+38
Holders Change %
+8.02%
% of All Funds
10.5%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
81
Increased
153
Reduced
206
Closed
41
Calls
$66.7M
Puts
$90.1M
Net Calls
-$23.3M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$41.9M +$5.92M +30,752 +19%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$41.5M +$7.11M +36,932 +24%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$41.5M +$36.2K +188 +0.1%
N
54
Nuveen
North Carolina
$40.6M +$844K +4,382 +2%
SI
55
Scout Investments
Missouri
$39.9M +$1.88M +9,754 +6%
DAM
56
Davis Asset Management
California
$38M
CII
57
Capital International Inc
California
$36M -$4.6M -23,880 -13%
SIMG
58
Stephens Investment Management Group
Texas
$36M -$1.22M -6,312 -4%
CC
59
Chicago Capital
Illinois
$33M +$12.4M +64,577 +73%
BNP Paribas Asset Management
60
BNP Paribas Asset Management
France
$31.8M +$3.95M +20,529 +16%
CRC
61
Curi RMB Capital
Illinois
$31.7M -$185K -959 -0.6%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$30.3M +$10M +52,105 +59%
TCM
63
TimesSquare Capital Management
New York
$29.9M -$7.26M -37,700 -21%
CTA
64
Carillon Tower Advisers
Florida
$29.7M +$2.04M +10,594 +8%
Zurich Cantonal Bank
65
Zurich Cantonal Bank
Switzerland
$28.3M -$3.43M -17,836 -12%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$26.4M -$3.08K -16 -0%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$26.2M -$35.1M -182,449 -60%
TAM
68
Trillium Asset Management
Massachusetts
$25.8M +$422K +2,192 +2%
PP
69
Prudential plc
United Kingdom
$25.3M -$7.63M -39,637 -25%
William Blair Investment Management
70
William Blair Investment Management
Illinois
$25.2M -$1.36M -7,052 -6%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$25.1M -$7.32M -38,027 -25%
UBS Group
72
UBS Group
Switzerland
$24.8M +$11.2M +58,056 +101%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$24.8M -$392K -2,034 -2%
DLA
74
Douglas Lane & Associates
New York
$23.2M +$1.03M +5,330 +5%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$22.6M -$38.9M -202,000 -66%

SIVB Hedge Fund Activity: Q2 2020 in Review

512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2020, worth a combined $10.1B — up 41% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SIVB positions and 41 closed out — a net gain of 40 holders — while 153 added to existing stakes and 206 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.8M. The largest seller was Capital Research Global Investors, cutting an estimated $122M.

  • 512 institutional investors held SVB Financial Group (SIVB) as of Q2 2020, up from 474 in Q1 2020.
  • Funds reported $10.1B of SVB Financial Group stock for Q2 2020, up 41% quarter-over-quarter.
  • 81 funds opened new SVB Financial Group positions in Q2 2020 and 41 closed out, a net change of +40 holders.
  • The largest SVB Financial Group buyer in Q2 2020 was Victory Capital Management, an estimated $78.8M added.
  • The largest SVB Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.