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SIVB

SVB Financial Group

Delisted

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

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more funds holding

Funds holding: 527609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.78%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$77.4M -$623K -1,924 -1%
ClearBridge Investments
52
ClearBridge Investments
New York
$76.9M -$2.42M -7,470 -4%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$74.5M -$97.2K -300 -0.2%
SSM
54
Sound Shore Management
Connecticut
$71.4M -$48.9M -150,849 -45%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70M -$19M -58,701 -25%
N
56
Nuveen
North Carolina
$66.6M -$2.04M -6,294 -4%
CII
57
Capital International Inc
California
$65.6M +$343K +1,059 +0.6%
CCI
58
Columbus Circle Investors
$65.5M -$15.9M -49,193 -23%
CC
59
Chicago Capital
Illinois
$64.1M -$85.2K -263 -0.2%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$63.1M -$5.31M -16,391 -9%
SIMG
61
Stephens Investment Management Group
Texas
$60.4M -$739K -2,280 -1%
UBS Group
62
UBS Group
Switzerland
$56.7M +$5.4M +16,677 +13%
SI
63
Scout Investments
Missouri
$55.8M -$18.3M -56,504 -28%
Wells Fargo
64
Wells Fargo
California
$55.7M +$28.2M +86,894 +153%
CS
65
Credit Suisse
Switzerland
$55M +$14.7M +45,373 +47%
TAM
66
Trillium Asset Management
Massachusetts
$51.1M +$4.28M +13,204 +11%
DAM
67
Davis Asset Management
California
$48.5M -$16.7M -51,410 -29%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$47.8M +$1.87M +5,782 +5%
SO
69
STRS Ohio
Ohio
$47M -$23.6M -72,964 -38%
PP
70
Prudential plc
United Kingdom
$45.7M -$23.8M -73,584 -38%
CRC
71
Curi RMB Capital
Illinois
$45.1M -$9.59M -29,609 -20%
Public Employees Retirement Association of Colorado
72
Public Employees Retirement Association of Colorado
Colorado
$44.6M -$583K -1,798 -2%
DLA
73
Douglas Lane & Associates
New York
$44.2M -$39.5K -122 -0.1%
CTA
74
Carillon Tower Advisers
Florida
$42.6M -$13.7M -42,234 -28%
Axa
75
Axa
France
$39.2M +$15.5M +47,842 +90%

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.