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SIVB

SVB Financial Group

Delisted

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

423 hedge funds and large institutions have $8.59B invested in SVB Financial Group in 2017 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 137 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 42

8% more funds holding

Funds holding: 391423 (+32)

7% less capital invested

Capital invested by funds: $9.22B → $8.59B (-$629M)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 156

55% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $50.9M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
423
Holders Change
+32
Holders Change %
+8.18%
% of All Funds
10.55%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
78
Increased
137
Reduced
156
Closed
42
Calls
$22.8M
Puts
$50.9M
Net Calls
-$28.1M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$17.6M +$6.69M +37,365 +59%
Wells Fargo
77
Wells Fargo
California
$17.5M +$7.71M +43,016 +76%
Loomis, Sayles & Company
78
Loomis, Sayles & Company
Massachusetts
$17.1M -$1.25M -6,957 -7%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$16.9M -$1.38M -7,732 -7%
TCM
80
TimesSquare Capital Management
New York
$16.9M -$73.9M -412,500 -81%
TA
81
Teachers Advisors
New York
$16.5M -$7.92M -44,188 -32%
Boston Partners
82
Boston Partners
Massachusetts
$16.4M -$1.63M -9,090 -9%
Legal & General Group
83
Legal & General Group
United Kingdom
$16.3M +$7.97M +44,494 +92%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$16.3M
MCM
85
Moore Capital Management
New York
$15.8M -$1.79M -10,000 -10%
UBS Group
86
UBS Group
Switzerland
$15.8M +$6.3M +35,174 +64%
BAPIM
87
British Airways Pensions Investment Management
United Kingdom
$15.5M -$13.3M -74,274 -46%
PWLP
88
Prio Wealth Limited Partnership
Massachusetts
$15.2M -$69K -385 -0.4%
O
89
OppenheimerFunds
New York
$14.9M -$9.41M -52,539 -38%
TAM
90
Trillium Asset Management
Massachusetts
$14.6M +$240K +1,342 +2%
TIM
91
Thornburg Investment Management
New Mexico
$14.3M -$1.6M -8,929 -10%
AAMU
92
Amundi Asset Management US
Massachusetts
$14M +$5.03M +28,077 +55%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$13.8M -$16.3M -90,809 -54%
AAM
94
Aureus Asset Management
Massachusetts
$13.7M +$690K +3,850 +5%
Millennium Management
95
Millennium Management
New York
$13.7M -$194K -1,082 -1%
Asset Management One
96
Asset Management One
Japan
$13.6M +$13M +72,389 +1,550%
MCM
97
Maltese Capital Management
New York
$13.4M +$358K +2,000 +3%
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
$12.7M -$72.2K -403 -0.6%
PP
99
Prudential plc
United Kingdom
$12.4M +$12.7M +70,713 New
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$12.2M +$617K +3,446 +5%

SIVB Hedge Fund Activity: Q2 2017 in Review

423 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2017, worth a combined $8.59B — down 6.8% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SIVB positions and 42 closed out — a net gain of 36 holders — while 137 added to existing stakes and 156 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $177M. The largest seller was Credit Agricole, cutting an estimated $168M.

  • 423 institutional investors held SVB Financial Group (SIVB) as of Q2 2017, up from 391 in Q1 2017.
  • Funds reported $8.59B of SVB Financial Group stock for Q2 2017, down 6.8% quarter-over-quarter.
  • 78 funds opened new SVB Financial Group positions in Q2 2017 and 42 closed out, a net change of +36 holders.
  • The largest SVB Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $177M added.
  • The largest SVB Financial Group seller in Q2 2017 was Credit Agricole, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2017.