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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
726
Blueshift Asset Management
New Jersey
-$301K -761 Closed
YIH
727
Y-Intercept (HK)
Hong Kong
-$282K -713 Closed
CAMG
728
CWA Asset Management Group
Florida
-$278K -705 Closed
DWT
729
Dorsey & Whitney Trust
South Dakota
-$278K -702 Closed
AC
730
Arjuna Capital
North Carolina
-$263K -666 Closed
ARC
731
Advisor Resource Council
Texas
-$257K -649 Closed
AWS
732
Atria Wealth Solutions
New York
-$255K -646 Closed
Brown Advisory
733
Brown Advisory
Maryland
-$254K -644 Closed
VAS
734
Vestmark Advisory Solutions
Massachusetts
-$250K -633 Closed
PG
735
Patten Group
Tennessee
-$266K -628 Closed
ESCM
736
Echo Street Capital Management
New York
-$244K -619 Closed
MS
737
Maven Securities
Jersey
-$239K -605 Closed
CPIG
738
Chicago Partners Investment Group
Illinois
-$244K -604 Closed
FMAEN1
739
Fund Management at Engine No 1
California
-$235K -594 Closed
SIA
740
Schechter Investment Advisors
Michigan
-$228K -577 Closed
MNBTD
741
Moody National Bank Trust Division
Texas
-$227K -574 Closed
SS
742
Simplicity Solutions
Minnesota
-$224K -567 Closed
PCA
743
Peddock Capital Advisors
Massachusetts
-$218K -552 Closed
BHIA
744
Birch Hill Investment Advisors
Massachusetts
-$217K -550 Closed
SW
745
StrongBox Wealth
Missouri
-$213K -539 Closed
MIC
746
Meridian Investment Counsel
California
-$211K -535 Closed
FTDI
747
First Trust Direct Indexing
Massachusetts
-$211K -534 Closed
CWM
748
Curi Wealth Management
North Carolina
-$210K -532 Closed
CM
749
Castleark Management
Illinois
-$209K -530 Closed
CI
750
Conning Inc
Connecticut
-$209K -528 Closed

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.