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SIVB

SVB Financial Group

Delisted

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

527 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $67.3M

12% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.21B)

3% more funds holding

Funds holding: 512527 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
527
Holders Change
+15
Holders Change %
+2.93%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
169
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Scout Investments
Missouri
$48.2M +$3.63M +15,414 +8%
SO
52
STRS Ohio
Ohio
$46.7M -$90.8K -386 -0.2%
AAMU
53
Amundi Asset Management US
Massachusetts
$46.5M -$14.8M -63,050 -25%
PAMU
54
Pictet Asset Management (UK)
United Kingdom
$46.3M
PP
55
Prudential plc
United Kingdom
$46M +$17.4M +73,900 +63%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$45.9M -$447K -1,899 -1%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$43.4M +$9.33M +39,651 +28%
Zurich Cantonal Bank
58
Zurich Cantonal Bank
Switzerland
$43.1M +$11.2M +47,708 +36%
N
59
Nuveen
North Carolina
$42.8M -$2.43M -10,321 -5%
DAM
60
Davis Asset Management
California
$42.4M
CII
61
Capital International Inc
California
$40.5M +$272K +1,155 +0.7%
CC
62
Chicago Capital
Illinois
$39.8M +$2.95M +12,540 +8%
SIMG
63
Stephens Investment Management Group
Texas
$38M -$2.11M -8,975 -5%
CTA
64
Carillon Tower Advisers
Florida
$36.6M +$3.35M +14,229 +10%
CRC
65
Curi RMB Capital
Illinois
$35.1M -$289K -1,228 -0.8%
Barclays
66
Barclays
United Kingdom
$33.6M +$8.46M +35,969 +35%
H
67
Hexavest
Quebec, Canada
$32.3M +$18.2M +77,403 +136%
UBS Group
68
UBS Group
Switzerland
$31.2M +$3.36M +14,288 +12%
TAM
69
Trillium Asset Management
Massachusetts
$28.5M -$331K -1,408 -1%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$28.3M +$589K +2,504 +2%
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$28.1M -$1.34M -5,680 -5%
Fidelity International
72
Fidelity International
Bermuda
$27.9M +$20.8M +88,217 +319%
DLA
73
Douglas Lane & Associates
New York
$27.5M +$1.56M +6,639 +6%
William Blair Investment Management
74
William Blair Investment Management
Illinois
$24.2M -$3.81M -16,210 -14%
CS
75
Credit Suisse
Switzerland
$23.2M -$754K -3,205 -3%

SIVB Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2020, worth a combined $11.3B — up 12% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SIVB positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 191 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.3M.

  • 527 institutional investors held SVB Financial Group (SIVB) as of Q3 2020, up from 512 in Q2 2020.
  • Funds reported $11.3B of SVB Financial Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 60 funds opened new SVB Financial Group positions in Q3 2020 and 45 closed out, a net change of +15 holders.
  • The largest SVB Financial Group buyer in Q3 2020 was Ninety One (UK), an estimated $124M added.
  • The largest SVB Financial Group seller in Q3 2020 was T. Rowe Price Associates, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2020.