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SIVB

SVB Financial Group

Delisted

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

732 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $24.4B → $27.6B (+$3.22B)

3% more funds holding

Funds holding: 714732 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 273

56% less call options, than puts

Call options by funds: $187M | Put options by funds: $425M

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
273
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
751
Trexquant Investment
Connecticut
-$3.8M -7,689 Closed
MSAM
752
Moloney Securities Asset Management
Missouri
-$3.49M -7,072 Closed
BA
753
Bellwether Advisors
Nebraska
-$2.92M -5,906 Closed
PFA
754
Pinnacle Family Advisors
Missouri
-$2.82M -5,708 Closed
HI
755
HBK Investments
Texas
-$2.68M -5,424 Closed
HR
756
Hayden Royal
North Carolina
-$2.29M -4,636 Closed
PFG
757
Piershale Financial Group
Illinois
-$2.1M -4,245 Closed
OQS
758
Occudo Quantitative Strategies
Florida
-$1.99M -4,039 Closed
MA
759
Mutual Advisors
Nebraska
-$1.81M -3,662 Closed
CIP
760
Chartwell Investment Partners
Pennsylvania
-$1.77M -3,577 Closed
DF
761
Donoghue Forlines
Massachusetts
-$1.7M -3,449 Closed
AIM
762
Aigen Investment Management
New York
-$1.69M -3,419 Closed
SFS
763
Sowell Financial Services
Arkansas
-$1.94M -3,353 Closed
AP
764
Advisors Preferred
Maryland
-$1.46M -3,021 Closed
YIH
765
Y-Intercept (HK)
Hong Kong
-$1.17M -2,377 Closed
RA
766
RiverTree Advisors
Florida
-$1.17M -2,376 Closed
BAM
767
Belpointe Asset Management
Nevada
-$1.14M -2,309 Closed
TCM
768
Teza Capital Management
Illinois
-$1.11M -2,241 Closed
CCIA
769
Campbell & Co Investment Adviser
Maryland
-$1.09M -2,200 Closed
PWM
770
Palumbo Wealth Management
New York
-$1.02M -2,075 Closed
OPWM
771
Oxinas Partners Wealth Management
Indiana
-$896K -1,815 Closed
SM
772
Sciencast Management
New Jersey
-$841K -1,744 Closed
IWM
773
IHT Wealth Management
Illinois
-$796K -1,612 Closed
PG
774
Pendal Group
Australia
-$636K -1,288 Closed
PM
775
Parametrica Management
Hong Kong
-$619K -1,261 Closed

SIVB Hedge Fund Activity: Q2 2021 in Review

732 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2021, worth a combined $27.6B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SIVB positions and 69 closed out — a net gain of 24 holders — while 259 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $686M. The largest seller was Citadel Advisors, cutting an estimated $192M.

  • 732 institutional investors held SVB Financial Group (SIVB) as of Q2 2021, up from 714 in Q1 2021.
  • Funds reported $27.6B of SVB Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
  • 93 funds opened new SVB Financial Group positions in Q2 2021 and 69 closed out, a net change of +24 holders.
  • The largest SVB Financial Group buyer in Q2 2021 was JP Morgan Chase, an estimated $686M added.
  • The largest SVB Financial Group seller in Q2 2021 was Citadel Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.