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SIVB

SVB Financial Group

Delisted

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

527 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $67.3M

12% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.21B)

3% more funds holding

Funds holding: 512527 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
527
Holders Change
+15
Holders Change %
+2.93%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
169
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$12.7M +$8.45M +35,920 +211%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$12.7M -$219K -932 -2%
BTW
103
Boston Trust Walden
Massachusetts
$12.4M -$3.02M -12,836 -20%
TCM
104
Tran Capital Management
California
$12.2M -$2.27M -9,661 -16%
MSL
105
Mackay Shields LLC
New York
$11.3M +$2.72M +11,550 +33%
First Trust Advisors
106
First Trust Advisors
Illinois
$11.1M -$1.74M -7,394 -14%
Citigroup
107
Citigroup
New York
$11M +$2.95M +12,525 +38%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$10.8M -$281K -1,195 -3%
MSV
109
MN Services Vermogensbeheer
Netherlands
$10.6M
KBC Group
110
KBC Group
Belgium
$10.5M +$5.47M +23,236 +115%
WAM
111
Winslow Asset Management
Ohio
$10.3M -$141K -599 -1%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$10M -$446K -1,895 -4%
Prudential Financial
113
Prudential Financial
New Jersey
$9.79M -$166K -704 -2%
GC
114
Grimes & Company
Massachusetts
$9.68M +$175K +745 +2%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.63M +$2.28M +9,671 +32%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$9.23M -$722K -3,070 -7%
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$8.95M +$901K +3,830 +11%
MFWM
118
Motley Fool Wealth Management
Virginia
$8.93M +$133K +566 +2%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$8.89M +$1.24M +5,259 +17%
Stifel Financial
120
Stifel Financial
Missouri
$8.84M -$1.5M -6,396 -15%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$8.82M +$8.36M +35,536 +3,114%
GG
122
Gofen & Glossberg
Illinois
$8.57M -$57.6K -245 -0.7%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$8.56M +$1.46M +6,219 +21%
BAAM
124
Baker Avenue Asset Management
California
$8.55M +$6.12M +26,005 +273%
Man Group
125
Man Group
United Kingdom
$8.53M +$4.73M +20,088 +131%

SIVB Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2020, worth a combined $11.3B — up 12% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SIVB positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 191 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.3M.

  • 527 institutional investors held SVB Financial Group (SIVB) as of Q3 2020, up from 512 in Q2 2020.
  • Funds reported $11.3B of SVB Financial Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 60 funds opened new SVB Financial Group positions in Q3 2020 and 45 closed out, a net change of +15 holders.
  • The largest SVB Financial Group buyer in Q3 2020 was Ninety One (UK), an estimated $124M added.
  • The largest SVB Financial Group seller in Q3 2020 was T. Rowe Price Associates, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2020.