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SIVB

SVB Financial Group
SIVB

Delisted

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

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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$2.47M +$1.89M +21,893 +329%
Canada Life
127
Canada Life
Manitoba, Canada
$2.31M +$952K +11,012 +70%
Jane Street
128
Jane Street
New York
$2.17M +$1.75M +20,303 +423%
UBS AM
129
UBS AM
Illinois
$2.16M – – –
Morgan Stanley
130
Morgan Stanley
New York
$2.15M +$349K +4,034 +19%
FT
131
Fiduciary Trust
Massachusetts
$2.14M -$107K -1,240 -5%
Renaissance Technologies
132
Renaissance Technologies
New York
$2M +$2M +23,157 New
EAM
133
Eagle Asset Management
Florida
$1.98M -$777K -8,987 -28%
LMGAM
134
Liberty Mutual Group Asset Management
Massachusetts
$1.97M -$1.27M -14,744 -39%
VST
135
Van Strum & Towne
California
$1.9M -$1.73K -20 -0.1%
DIA
136
Davidson Investment Advisors
Montana
$1.89M -$56.2K -650 -3%
SOMRS
137
State of Michigan Retirement System
Michigan
$1.83M +$43.2K +500 +2%
SF
138
Synovus Financial
Georgia
$1.81M +$63.8K +738 +4%
WPC
139
White Pine Capital
Minnesota
$1.76M -$311K -3,600 -15%
ERSOT
140
Employees Retirement System of Texas
Texas
$1.64M -$605K -7,000 -27%
SG Americas Securities
141
SG Americas Securities
New York
$1.64M +$1.2M +13,852 +271%
PAM
142
Paradigm Asset Management
New York
$1.64M +$238K +2,750 +17%
U
143
UBS
Switzerland
$1.61M -$321K -3,714 -17%
IRF
144
IBM Retirement Fund
New York
$1.58M -$218K -2,522 -12%
MSA
145
Mason Street Advisors
Wisconsin
$1.56M +$38.9K +450 +3%
ProShare Advisors
146
ProShare Advisors
Maryland
$1.46M +$479K +5,545 +49%
WT
147
Whittier Trust
California
$1.43M – – –
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$1.39M +$878K +10,155 +170%
QI
149
QS Investors
New York
$1.37M +$1.37M +15,900 New
M&T Bank
150
M&T Bank
New York
$1.28M -$228K -2,640 -15%
4 5
6
7 8

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.