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SIVB

SVB Financial Group

Delisted

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

512 hedge funds and large institutions have $10.1B invested in SVB Financial Group in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 153 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

41% more capital invested

Capital invested by funds: $7.18B → $10.1B (+$2.92B)

8% more funds holding

Funds holding: 474512 (+38)

26% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 206

26% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $90.1M

Holders
512
Holders Change
+38
Holders Change %
+8.02%
% of All Funds
10.5%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
81
Increased
153
Reduced
206
Closed
41
Calls
$66.7M
Puts
$90.1M
Net Calls
-$23.3M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$22.3M -$403K -2,094 -2%
CS
77
Credit Suisse
Switzerland
$21.5M +$3.23M +16,761 +20%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$20M +$483K +2,510 +3%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$19.2M -$1.83M -9,500 -10%
National Pension Service
80
National Pension Service
South Korea
$19M -$596K -3,094 -3%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$18.8M -$1.77M -9,200 -10%
BIM
82
Bridges Investment Management
Nebraska
$18.7M -$265K -1,375 -2%
PCM
83
Peregrine Capital Management
Minnesota
$18.1M -$537K -2,790 -3%
SCA
84
Stieven Capital Advisors
Missouri
$17.9M -$1.23M -6,400 -7%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$17.7M -$445K -2,313 -3%
SPPAM
86
Summit Partners Public Asset Management
Massachusetts
$17.2M +$15.4M +79,900 New
Principal Financial Group
87
Principal Financial Group
Iowa
$16.9M +$524K +2,719 +4%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$16.2M -$270K -1,403 -2%
PWLP
89
Prio Wealth Limited Partnership
Massachusetts
$16M +$39.7K +206 +0.3%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$15.3M +$1.4M +7,254 +11%
BTW
91
Boston Trust Walden
Massachusetts
$13.9M +$481K +2,500 +4%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$13.8M +$1.84M +9,567 +18%
Wells Fargo
93
Wells Fargo
California
$13.5M +$24.3K +126 +0.2%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$13.5M +$579K +3,009 +5%
TCM
95
Tran Capital Management
California
$13M -$7.96M -41,340 -41%
Millennium Management
96
Millennium Management
New York
$12.7M +$10.1M +52,701 +837%
H
97
Hexavest
Quebec, Canada
$12.2M +$10.9M +56,795 New
Macquarie Group
98
Macquarie Group
Australia
$11.8M +$2.43M +12,612 +30%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$11.5M -$1.83M -9,521 -15%
First Trust Advisors
100
First Trust Advisors
Illinois
$11.5M -$2.76M -14,322 -21%

SIVB Hedge Fund Activity: Q2 2020 in Review

512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2020, worth a combined $10.1B — up 41% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SIVB positions and 41 closed out — a net gain of 40 holders — while 153 added to existing stakes and 206 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.8M. The largest seller was Capital Research Global Investors, cutting an estimated $122M.

  • 512 institutional investors held SVB Financial Group (SIVB) as of Q2 2020, up from 474 in Q1 2020.
  • Funds reported $10.1B of SVB Financial Group stock for Q2 2020, up 41% quarter-over-quarter.
  • 81 funds opened new SVB Financial Group positions in Q2 2020 and 41 closed out, a net change of +40 holders.
  • The largest SVB Financial Group buyer in Q2 2020 was Victory Capital Management, an estimated $78.8M added.
  • The largest SVB Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.