We are live on ! Find out more
SIVB

SVB Financial Group
SIVB

Delisted

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

Back to rankings

22 hedge funds and large institutions have $103K invested in SVB Financial Group in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% less funds holding

Funds holding: 87 → 22 (-65)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

89% less capital invested

Capital invested by funds: $977K → $103K (-$874K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 65

Holders
22
Holders Change
-65
Holders Change %
-74.71%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
11
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Tucker Asset Management
Colorado
+$674
2
CFGS
Concourse Financial Group Securities
Alabama
+$256

Top Sellers

Rank Fund Capital Flow
1
TAMH
Taikang Asset Management (HK)
Hong Kong
-$180K
2
JEST
JTC Employer Solutions Trustee
Jersey
-$170K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$106K
4
BCM
Basswood Capital Management
New York
-$57.2K
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$38K
Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
51
Riverview Trust Company
Washington
– -$117 -129 Closed
BONH
52
Bank of New Hampshire
New Hampshire
– -$91 -101 Closed
BTI
53
Blue Trust Inc
Georgia
– -$23K -101 Closed
LWCFA
54
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$91 -101 Closed
Twin Tree Management
55
Twin Tree Management
Texas
– -$91 -100 Closed
QC
56
Quent Capital
New York
– -$74 -82 Closed
EDRH
57
Edmond de Rothschild Holding
Switzerland
– -$62 -69 Closed
PTC
58
Private Trust Company
Ohio
– -$51 -56 Closed
IA
59
IFP Advisors
Florida
– -$4.56K -39 Closed
CFB
60
Cullen/Frost Bankers
Texas
– -$26 -29 Closed
EARNEST Partners
61
EARNEST Partners
Georgia
– -$19 -21 Closed
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
– -$13 -14 Closed
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
– -$11 -12 Closed
SWA
64
SOA Wealth Advisors
New York
– -$11 -12 Closed
AssetMark Inc
65
AssetMark Inc
California
– -$9 -10 Closed
RA
66
Rise Advisors
New York
– -$7 -8 Closed
BWM
67
Baystate Wealth Management
Massachusetts
– -$4 -4 Closed
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
– -$1 -1 Closed
Russell Investments Group
69
Russell Investments Group
United Kingdom
– -$1 -1 Closed
SVCP
70
Silicon Valley Capital Partners
California
– -$1 -1 Closed
1 2
3

SIVB Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2023, worth a combined $103K — down 89% from $977K a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of SIVB and 0 opened new positions — a net loss of 65 holders — while 11 trimmed existing stakes and 2 added.

The largest buyer was Tucker Asset Management, adding an estimated $674. The largest seller was Taikang Asset Management (HK), exiting entirely with an estimated $180K sold.

  • 22 institutional investors held SVB Financial Group (SIVB) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $103K of SVB Financial Group stock for Q2 2023, down 89% quarter-over-quarter.
  • 0 funds opened new SVB Financial Group positions in Q2 2023 and 65 closed out, a net change of -65 holders.
  • The largest SVB Financial Group buyer in Q2 2023 was Tucker Asset Management, an estimated $674 added.
  • The largest SVB Financial Group seller in Q2 2023 was Taikang Asset Management (HK), an estimated $180K sold.

Based on aggregated 13F filings for Q2 2023.