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SIVB

SVB Financial Group

Delisted

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

422 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $8.59B → $9.09B (+$502M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

2% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 152

0% less funds holding

Funds holding: 423422 (-1)

48% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $50M

Holders
422
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
48
Increased
155
Reduced
152
Closed
44
Calls
$26.2M
Puts
$50M
Net Calls
-$23.8M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$11.7M -$1.64M -9,350 -13%
MDSL
102
M.D. Sass LLC
New York
$10.8M -$26.6M -151,065 -72%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$10.7M +$1.76M +10,000 +21%
O
104
OppenheimerFunds
New York
$10.2M -$5.23M -29,746 -35%
GIA
105
Gateway Investment Advisers
Ohio
$10.1M +$2.97M +16,903 +46%
KCM
106
Kennedy Capital Management
Missouri
$10M -$1.95M -11,063 -17%
EMFAT
107
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.91M -$44.5K -253 -0.5%
RJA
108
Raymond James & Associates
Florida
$9.71M -$9.85K -56 -0.1%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$9.6M +$35.5K +202 +0.4%
ERSOT
110
Employees Retirement System of Texas
Texas
$9.54M
Millennium Management
111
Millennium Management
New York
$9.46M -$4.76M -27,078 -35%
Comerica Bank
112
Comerica Bank
Texas
$9.37M -$1.05K -6 -0%
GPGA
113
Grandeur Peak Global Advisors
Utah
$9.13M +$1.8M +10,225 +26%
Canada Life
114
Canada Life
Manitoba, Canada
$9.13M -$105K -598 -1%
AQR Capital Management
115
AQR Capital Management
Connecticut
$9.08M -$106K -603 -1%
MPAM
116
Monarch Partners Asset Management
Massachusetts
$9.03M +$8.49M +48,256 New
WAM
117
Winslow Asset Management
Ohio
$9.03M +$378K +2,150 +5%
PC
118
Polar Capital
United Kingdom
$8.95M +$2.49M +14,132 +42%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$8.91M +$447K +2,544 +6%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.63M +$687K +3,909 +9%
AAMU
121
Amundi Asset Management US
Massachusetts
$8.14M -$6.32M -35,959 -45%
IA
122
Icon Advisers
Colorado
$8.02M
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$8.02M +$2.06M +11,740 +38%
PI
124
PineBridge Investments
New York
$7.86M +$2.42M +13,771 +49%
BTW
125
Boston Trust Walden
Massachusetts
$7.69M +$44K +250 +0.6%

SIVB Hedge Fund Activity: Q3 2017 in Review

422 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2017, worth a combined $9.09B — up 5.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SIVB positions and 44 closed out — a net gain of 4 holders — while 155 added to existing stakes and 152 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $90.1M. The largest seller was Capital Research Global Investors, cutting an estimated $172M.

  • 422 institutional investors held SVB Financial Group (SIVB) as of Q3 2017, down from 423 in Q2 2017.
  • Funds reported $9.09B of SVB Financial Group stock for Q3 2017, up 5.8% quarter-over-quarter.
  • 48 funds opened new SVB Financial Group positions in Q3 2017 and 44 closed out, a net change of +4 holders.
  • The largest SVB Financial Group buyer in Q3 2017 was CI Investments Inc, an estimated $90.1M added.
  • The largest SVB Financial Group seller in Q3 2017 was Capital Research Global Investors, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2017.