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SIVB

SVB Financial Group
SIVB

Delisted

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

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874 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 283 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 53

13% more funds holding

Funds holding: 776 → 874 (+98)

10% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 283

4% more capital invested

Capital invested by funds: $34.3B → $35.5B (+$1.22B)

20% less funds holding in top 10

Funds holding in top 10: 20 → 16 (-4)

21% less call options, than puts

Call options by funds: $220M | Put options by funds: $280M

Holders
874
Holders Change
+98
Holders Change %
+12.63%
% of All Funds
13.45%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
161
Increased
311
Reduced
283
Closed
53
Calls
$220M
Puts
$280M
Net Calls
-$59.4M
Net Calls Change
+$67.2M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$174M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$123M
3
NAM
Nissay Asset Management
Japan
+$101M
4
Franklin Resources
Franklin Resources
California
+$72.3M
5
BlackRock
BlackRock
New York
+$62.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$194M
2
Capital International Investors
Capital International Investors
California
-$100M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$99.9M
4
SC
Samlyn Capital
New York
-$66.1M
5
ClearBridge Investments
ClearBridge Investments
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
876
Balyasny Asset Management
Illinois
– -$22.9M -35,399 Closed
MSE
877
MUFG Securities EMEA
United Kingdom
– -$22.6M -35,000 Closed
IM
878
Islet Management
New York
– -$16.2M -25,000 Closed
MCM
879
Moore Capital Management
New York
– -$13.5M -20,800 Closed
BC
880
Brookfield Corp
Ontario, Canada
– -$11M -16,983 Closed
ACI
881
AMP Capital Investors
Australia
– -$10.4M -16,115 Closed
LCM
882
Laurion Capital Management
New York
– -$10.3M -16,000 Closed
O
883
Ossiam
France
– -$7.43M -11,487 Closed
WorldQuant Millennium Advisors
884
WorldQuant Millennium Advisors
New York
– -$7.38M -11,417 Closed
SI
885
Symmetry Investments
Jersey
– -$6.89M -10,650 Closed
BCM
886
Bridgeway Capital Management
Texas
– -$4.45M -6,873 Closed
ONGA
887
O'Neil Global Advisors
California
– -$4.43M -6,850 Closed
Group One Trading
888
Group One Trading
Illinois
– -$4.6M -6,523 Closed
Mirae Asset Global Investments
889
Mirae Asset Global Investments
South Korea
– -$4.15M -6,416 Closed
CM
890
Capula Management
Cayman Islands
– -$2.59M -3,997 Closed
IP
891
Interval Partners
New York
– -$2.05M -3,170 Closed
CAM
892
Connacht Asset Management
New York
– -$1.46M -2,251 Closed
JG
893
Jefferies Group
New York
– -$1.29M -2,000 Closed
NEI
894
Northwest & Ethical Investments
Ontario, Canada
– -$1.27M -1,967 Closed
AIM
895
Achmea Investment Management
Netherlands
– -$970K -1,499 Closed
FC
896
FORA Capital
Florida
– -$963K -1,489 Closed
AP
897
Advisors Preferred
Maryland
– -$925K -1,392 Closed
GP
898
Geneva Partners
Wisconsin
– -$893K -1,380 Closed
CC
899
Centiva Capital
New York
– -$766K -1,184 Closed
VF
900
Virtu Financial
New York
– -$724K -1,119 Closed
34 35
36
37 38

SIVB Hedge Fund Activity: Q4 2021 in Review

874 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2021, worth a combined $35.5B — up 3.6% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new SIVB positions and 53 closed out — a net gain of 108 holders — while 311 added to existing stakes and 283 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $174M. The largest seller was Bank of Montreal, cutting an estimated $194M.

  • 874 institutional investors held SVB Financial Group (SIVB) as of Q4 2021, up from 776 in Q3 2021.
  • Funds reported $35.5B of SVB Financial Group stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 161 funds opened new SVB Financial Group positions in Q4 2021 and 53 closed out, a net change of +108 holders.
  • The largest SVB Financial Group buyer in Q4 2021 was Fidelity Investments, an estimated $174M added.
  • The largest SVB Financial Group seller in Q4 2021 was Bank of Montreal, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.