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SIVB

SVB Financial Group

Delisted

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

644 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 196

4% less funds holding

Funds holding: 673644 (-29)

12% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 127

30% less capital invested

Capital invested by funds: $18.8B → $13.1B (-$5.66B)

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $304M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
644
Holders Change
-29
Holders Change %
-4.31%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
112
Increased
263
Reduced
196
Closed
127
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$24.9M +$1.1M +4,420 +4%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$24.8M +$11.3M +45,630 +73%
CC
78
Chicago Capital
Illinois
$23.7M -$1.9M -7,639 -7%
National Pension Service
79
National Pension Service
South Korea
$23.2M +$4.94M +19,884 +25%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$22.8M +$632K +2,546 +3%
Squarepoint
81
Squarepoint
New York
$22.1M +$16.7M +67,365 +236%
TCM
82
Tran Capital Management
California
$21.6M +$5.14M +20,699 +28%
SW
83
SVB Wealth
Massachusetts
$21.2M +$355K +1,430 +2%
BIM
84
Bridges Investment Management
Nebraska
$20.1M +$3.62M +14,579 +20%
Holocene Advisors
85
Holocene Advisors
New York
$20M +$21.6M +87,098 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$19.8M +$13M +52,333 +155%
BCIM
87
British Columbia Investment Management
British Columbia, Canada
$19.6M +$3.11M +12,523 +17%
GPGA
88
Grandeur Peak Global Advisors
Utah
$18.8M +$3.77M +15,195 +23%
Wells Fargo
89
Wells Fargo
California
$18.2M +$48.7K +196 +0.2%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$18M -$110M -443,502 -85%
Jane Street
91
Jane Street
New York
$17.5M +$18.2M +73,415 +2,742%
SC
92
Samlyn Capital
New York
$17M +$18.3M +73,833 New
TD Asset Management
93
TD Asset Management
Ontario, Canada
$17M -$3.2M -12,886 -15%
Principal Financial Group
94
Principal Financial Group
Iowa
$16.9M -$1.45M -5,845 -7%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$16.4M -$12.1M -48,875 -41%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$15M -$298K -1,199 -2%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$14.4M -$596K -2,400 -4%
EIP
98
Epoch Investment Partners
New York
$14.1M -$28.2M -113,688 -65%
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
$14M +$12M +48,442 +392%
CRC
100
Curi RMB Capital
Illinois
$14M +$303K +1,218 +2%

SIVB Hedge Fund Activity: Q4 2022 in Review

644 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2022, worth a combined $13.1B — down 30% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of SIVB and 112 opened new positions — a net loss of 15 holders — while 196 trimmed existing stakes and 263 added.

The largest buyer was Invesco, adding an estimated $265M. The largest seller was Capital International Investors, exiting entirely with an estimated $844M sold.

  • 644 institutional investors held SVB Financial Group (SIVB) as of Q4 2022, down from 673 in Q3 2022.
  • Funds reported $13.1B of SVB Financial Group stock for Q4 2022, down 30% quarter-over-quarter.
  • 112 funds opened new SVB Financial Group positions in Q4 2022 and 127 closed out, a net change of -15 holders.
  • The largest SVB Financial Group buyer in Q4 2022 was Invesco, an estimated $265M added.
  • The largest SVB Financial Group seller in Q4 2022 was Capital International Investors, an estimated $844M sold.

Based on aggregated 13F filings for Q4 2022.