We are live on ! Find out more
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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$34.8M +$1.17M +2,905 +3%
DLA
77
Douglas Lane & Associates
New York
$33.8M -$275K -684 -0.7%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$32.5M -$402K -999 -1%
Barclays
79
Barclays
United Kingdom
$31.8M +$4.94M +12,281 +15%
Citigroup
80
Citigroup
New York
$30.9M +$16.1M +39,963 +77%
SW
81
SVB Wealth
Massachusetts
$30.4M +$36.2M +89,858 +12,446%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$29.3M -$1.4M -3,485 -4%
ACL
83
Azora Capital LP
Florida
$28.3M +$33M +82,049 New
MU
84
Mirova US
Massachusetts
$27.4M -$162K -403 -0.5%
National Pension Service
85
National Pension Service
South Korea
$27.3M +$584K +1,451 +2%
Principal Financial Group
86
Principal Financial Group
Iowa
$26.6M +$792K +1,967 +3%
Wells Fargo
87
Wells Fargo
California
$26.5M +$1.71M +4,252 +6%
QC
88
Quadrature Capital
United Kingdom
$26.2M +$16.9M +42,085 +117%
Allianz Asset Management
89
Allianz Asset Management
Germany
$25.9M -$4.03M -10,020 -11%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$25.8M +$4.87M +12,089 +19%
TCM
91
Tran Capital Management
California
$24.5M +$7M +17,395 +31%
BIM
92
Bridges Investment Management
Nebraska
$24.5M -$44.7K -111 -0.2%
BCIM
93
British Columbia Investment Management
British Columbia, Canada
$24.5M -$3.09M -7,683 -10%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$23.9M -$47.2M -117,238 -62%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$23.3M -$5.81M -14,444 -17%
NAM
96
Nissay Asset Management
Japan
$23M +$98.2K +244 +0.4%
GPGA
97
Grandeur Peak Global Advisors
Utah
$22.3M +$349K +866 +1%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$22.3M -$34.2K -85 -0.1%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$21.9M +$852K +2,116 +3%
William Blair Investment Management
100
William Blair Investment Management
Illinois
$21.9M -$704K -1,749 -3%

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.