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SIVB

SVB Financial Group

Delisted

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

512 hedge funds and large institutions have $10.1B invested in SVB Financial Group in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 153 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

41% more capital invested

Capital invested by funds: $7.18B → $10.1B (+$2.92B)

8% more funds holding

Funds holding: 474512 (+38)

26% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 206

26% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $90.1M

Holders
512
Holders Change
+38
Holders Change %
+8.02%
% of All Funds
10.5%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
81
Increased
153
Reduced
206
Closed
41
Calls
$66.7M
Puts
$90.1M
Net Calls
-$23.3M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.54M +$816K +4,237 +16%
EVM
127
Eaton Vance Management
Massachusetts
$6.32M +$9.24K +48 +0.2%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$6.28M +$39.9K +207 +0.7%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$6.09M +$622K +3,230 +13%
Fidelity International
130
Fidelity International
Bermuda
$5.97M +$1.32M +6,855 +33%
Allianz Asset Management
131
Allianz Asset Management
Germany
$5.94M +$14.8K +77 +0.3%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$5.82M +$2.73M +14,200 +111%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$5.76M -$30.6K -159 -0.6%
RJA
134
Raymond James & Associates
Florida
$5.74M +$872K +4,530 +20%
AIG
135
American International Group
New York
$5.62M -$39.7K -206 -0.8%
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$5.37M +$2.95M +15,331 +160%
PPCM
137
Pillar Pacific Capital Management
California
$5.35M -$87.8K -456 -2%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$5.32M -$4.95M -25,697 -51%
PI
139
PineBridge Investments
New York
$5.3M +$1.46M +7,576 +44%
GGHC
140
Gilder Gagnon Howe & Co
New York
$5.29M -$449K -2,329 -9%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$5.05M -$184K -953 -4%
WT
142
Whittier Trust
California
$5M -$75.7K -393 -2%
American Century Companies
143
American Century Companies
Missouri
$4.83M +$3.89M +20,221 +926%
IC
144
IEQ Capital
California
$4.8M -$45.1K -234 -1%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$4.75M -$124K -643 -3%
AG
146
Aperio Group
California
$4.71M -$91.7K -476 -2%
BIA
147
Biondo Investment Advisors
Pennsylvania
$4.45M +$53.9K +280 +1%
KBC Group
148
KBC Group
Belgium
$4.36M +$1.61M +8,353 +70%
AP
149
Appleton Partners
Massachusetts
$4.32M -$1.23M -6,381 -24%
Rafferty Asset Management
150
Rafferty Asset Management
New York
$4.16M +$2.91M +15,109 +361%

SIVB Hedge Fund Activity: Q2 2020 in Review

512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2020, worth a combined $10.1B — up 41% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SIVB positions and 41 closed out — a net gain of 40 holders — while 153 added to existing stakes and 206 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.8M. The largest seller was Capital Research Global Investors, cutting an estimated $122M.

  • 512 institutional investors held SVB Financial Group (SIVB) as of Q2 2020, up from 474 in Q1 2020.
  • Funds reported $10.1B of SVB Financial Group stock for Q2 2020, up 41% quarter-over-quarter.
  • 81 funds opened new SVB Financial Group positions in Q2 2020 and 41 closed out, a net change of +40 holders.
  • The largest SVB Financial Group buyer in Q2 2020 was Victory Capital Management, an estimated $78.8M added.
  • The largest SVB Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.