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SIVB

SVB Financial Group

Delisted

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

289 hedge funds and large institutions have $5.38B invested in SVB Financial Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $5.22B → $5.38B (+$168M)

2% more call options, than puts

Call options by funds: $963K | Put options by funds: $945K

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 295289 (-6)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
34
Increased
97
Reduced
110
Closed
36
Calls
$963K
Puts
$945K
Net Calls
+$18K
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
126
AGF Investments Inc
Ontario, Canada
$4.45M
ERSOT
127
Employees Retirement System of Texas
Texas
$4.06M -$1.42M -13,000 -27%
Federated Hermes
128
Federated Hermes
Pennsylvania
$4.03M -$64.1K -588 -2%
Two Sigma Advisers
129
Two Sigma Advisers
New York
$3.78M +$971K +8,900 +38%
ASRS
130
Arizona State Retirement System
Arizona
$3.7M +$32.7K +300 +1%
N
131
Nuveen
North Carolina
$3.53M +$139K +1,271 +4%
UBS AM
132
UBS AM
Illinois
$3.52M +$273K +2,500 +9%
BG
133
BlackRock Group
United Kingdom
$3.5M +$302K +2,771 +10%
CIP
134
Convergence Investment Partners
Florida
$3.5M +$2.36M +21,624 +254%
ACI
135
AMP Capital Investors
Australia
$3.47M -$229K -2,100 -7%
BFC
136
Banc Funds Company
Illinois
$3.44M
ZIM
137
Zacks Investment Management
Illinois
$3.42M -$28.1K -258 -0.9%
DIA
138
Denver Investment Advisors
Colorado
$3.39M +$10.9K +100 +0.3%
EMFAT
139
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.29M +$14.1K +129 +0.5%
BCM
140
BlueMar Capital Management
Florida
$3.27M +$3.08M +28,200 New
DCM
141
Decade Capital Management
New York
$2.97M +$2.79M +25,569 New
SOMRS
142
State of Michigan Retirement System
Michigan
$2.81M +$10.9K +100 +0.4%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$2.81M -$1.42M -13,000 -35%
CEP
144
Chicago Equity Partners
Illinois
$2.78M -$6.76M -61,980 -72%
SCA
145
Stieven Capital Advisors
Missouri
$2.6M +$54.5K +500 +2%
EIM
146
Essex Investment Management
Massachusetts
$2.58M
VST
147
Van Strum & Towne
California
$2.53M
ProShare Advisors
148
ProShare Advisors
Maryland
$2.31M -$1.9M -17,392 -47%
UBS Group
149
UBS Group
Switzerland
$2.3M +$2.17M +19,849 New
UOC
150
UBS O'Connor
Illinois
$2.14M -$16.7M -152,658 -89%

SIVB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2014, worth a combined $5.38B — up 3.2% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SIVB and 34 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Lord, Abbett & Co, cutting an estimated $126M.

  • 289 institutional investors held SVB Financial Group (SIVB) as of Q4 2014, down from 295 in Q3 2014.
  • Funds reported $5.38B of SVB Financial Group stock for Q4 2014, up 3.2% quarter-over-quarter.
  • 34 funds opened new SVB Financial Group positions in Q4 2014 and 36 closed out, a net change of -2 holders.
  • The largest SVB Financial Group buyer in Q4 2014 was JP Morgan Chase, an estimated $110M added.
  • The largest SVB Financial Group seller in Q4 2014 was Lord, Abbett & Co, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2014.