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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
ASRS
126
Arizona State Retirement System
Arizona
$7.65M +$3.31M +18,811 +85%
Aviva
127
Aviva
United Kingdom
$7.53M +$2.83M +16,070 +67%
CB
128
Cooke & Bieler
Pennsylvania
$7.25M -$334K -1,900 -5%
TPSF
129
Texas Permanent School Fund
Texas
$7.2M +$24.8K +141 +0.4%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$7.18M +$172K +977 +3%
CRC
131
Curi RMB Capital
Illinois
$6.96M -$29K -165 -0.4%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$6.92M +$317K +1,800 +5%
TMAM
133
Tokio Marine Asset Management
Japan
$6.88M +$1.41M +8,000 +28%
PCM
134
Portolan Capital Management
Massachusetts
$6.58M +$1.43M +8,133 +30%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$6.55M +$879K +5,000 +17%
UOC
136
UBS O'Connor
Illinois
$6.55M +$6.16M +35,000 New
SEI Investments
137
SEI Investments
Pennsylvania
$6.48M -$1.98M -11,235 -24%
BCM
138
Basswood Capital Management
New York
$6.35M
Natixis Advisors
139
Natixis Advisors
Massachusetts
$6.32M +$63.1K +359 +1%
Stifel Financial
140
Stifel Financial
Missouri
$6.19M +$86.9K +494 +2%
TCM
141
Tran Capital Management
California
$6.18M -$38.2K -217 -0.7%
MCM
142
Maltese Capital Management
New York
$6.1M -$7.63M -43,400 -57%
MFWM
143
Motley Fool Wealth Management
Virginia
$6.05M +$288K +1,637 +5%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$5.87M +$5.1K +29 +0.1%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$5.77M +$574K +3,262 +12%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$5.62M +$3.43M +19,531 +186%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$5.5M +$1.77M +10,037 +52%
CIP
148
Chartwell Investment Partners
Pennsylvania
$5.24M +$2.29M +13,000 +87%
GGHC
149
Gilder Gagnon Howe & Co
New York
$5.18M +$161K +914 +3%
Federated Hermes
150
Federated Hermes
Pennsylvania
$5.15M +$415K +2,359 +9%

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.