We are live on ! Find out more
SIVB

SVB Financial Group
SIVB

Delisted

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

Back to rankings

239 hedge funds and large institutions have $3.74B invested in SVB Financial Group in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 74

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 236 → 239 (+3)

4% more capital invested

Capital invested by funds: $3.59B → $3.74B (+$150M)

37% less call options, than puts

Call options by funds: $6.76M | Put options by funds: $10.7M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
7.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
28
Increased
105
Reduced
74
Closed
22
Calls
$6.76M
Puts
$10.7M
Net Calls
-$3.93M
Net Calls Change
-$601K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$15.2M
2
Calamos Advisors
Calamos Advisors
Illinois
+$14.2M
3
HL
Harding Loevner
New Jersey
+$11.6M
4
UOC
UBS O'Connor
Illinois
+$10.3M
5
CIP
Champlain Investment Partners
Vermont
+$9.8M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
2
BTW
Boston Trust Walden
Massachusetts
-$56.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
4
WRF
Waddell & Reed Financial
Kansas
-$15.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$4.54M +$849K +9,820 +23%
Macquarie Group
102
Macquarie Group
Australia
$4.48M +$216K +2,500 +5%
N
103
Natixis
France
$4.32M +$4.32M +50,000 New
CIM
104
Calvert Investment Management
Maryland
$4.31M -$864 -10 -0%
TPSF
105
Texas Permanent School Fund
Texas
$4.17M -$200K -2,315 -5%
EIM
106
Essex Investment Management
Massachusetts
$4.15M +$369K +4,267 +10%
IMIM
107
Irving Magee Investment Management
Pennsylvania
$3.98M – – –
CCMH
108
Cornerstone Capital Management Holdings
New York
$3.98M +$3.98M +46,058 New
PI
109
PineBridge Investments
New York
$3.77M -$84.4K -977 -2%
SCM
110
Sirios Capital Management
Massachusetts
$3.76M +$1.08M +12,450 +40%
BG
111
BlackRock Group
United Kingdom
$3.63M +$1.34M +15,452 +58%
First Trust Advisors
112
First Trust Advisors
Illinois
$3.59M +$1.53M +17,750 +74%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.51M -$350K -4,053 -9%
Swiss National Bank
114
Swiss National Bank
Switzerland
$3.47M -$156K -1,800 -4%
PWM
115
Patriot Wealth Management
Texas
$3.21M -$115K -1,332 -3%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$3.21M +$75.1K +869 +2%
ZIM
117
Zacks Investment Management
Illinois
$3.15M +$3.15M +36,440 New
ASRS
118
Arizona State Retirement System
Arizona
$3.11M +$60.5K +700 +2%
Federated Hermes
119
Federated Hermes
Pennsylvania
$3.09M +$27K +312 +0.9%
Comerica Bank
120
Comerica Bank
Texas
$3.04M +$22.5K +260 +0.7%
BA
121
BlackRock Advisors
Delaware
$2.8M +$3.37K +39 +0.1%
SCM
122
Stevens Capital Management
Pennsylvania
$2.75M -$182K -2,109 -6%
PPA
123
Parametric Portfolio Associates
Washington
$2.67M -$194K -2,250 -7%
Bank of America
124
Bank of America
North Carolina
$2.66M +$567K +6,560 +27%
N
125
Nuveen
North Carolina
$2.59M +$79.5K +920 +3%
3 4
5
6 7

SIVB Hedge Fund Activity: Q3 2013 in Review

239 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2013, worth a combined $3.74B — up 4.2% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SIVB positions and 22 closed out — a net gain of 6 holders — while 105 added to existing stakes and 74 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $15.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $64.6M.

  • 239 institutional investors held SVB Financial Group (SIVB) as of Q3 2013, up from 236 in Q2 2013.
  • Funds reported $3.74B of SVB Financial Group stock for Q3 2013, up 4.2% quarter-over-quarter.
  • 28 funds opened new SVB Financial Group positions in Q3 2013 and 22 closed out, a net change of +6 holders.
  • The largest SVB Financial Group buyer in Q3 2013 was ClearBridge Investments, an estimated $15.2M added.
  • The largest SVB Financial Group seller in Q3 2013 was Lord, Abbett & Co, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2013.