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SIVB

SVB Financial Group

Delisted

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

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more funds holding

Funds holding: 527609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.78%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
126
Gofen & Glossberg
Illinois
$13.8M -$1.94K -6 -0%
PMAM
127
Picton Mahoney Asset Management
Ontario, Canada
$13M +$10.9M +33,560 New
Two Sigma Advisers
128
Two Sigma Advisers
New York
$13M -$6.8M -21,000 -38%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$12.8M -$889K -2,745 -8%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$12.5M +$189K +583 +2%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$12.1M -$562K -1,735 -5%
Asset Management One
132
Asset Management One
Japan
$12M +$122K +375 +1%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$11.7M -$376K -1,160 -4%
MSL
134
Mackay Shields LLC
New York
$11.4M -$5.65M -17,436 -37%
EVM
135
Eaton Vance Management
Massachusetts
$11.4M +$8.75K +27 +0.1%
BNP Paribas Asset Management
136
BNP Paribas Asset Management
France
$10.5M -$2.46M -7,585 -22%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4M -$4.27M -13,184 -33%
Man Group
138
Man Group
United Kingdom
$10.4M -$2.81M -8,657 -24%
GPGA
139
Grandeur Peak Global Advisors
Utah
$10.3M -$29.2K -90 -0.3%
Truist Financial
140
Truist Financial
North Carolina
$10.2M -$1.67M -5,147 -16%
PPCM
141
Pillar Pacific Capital Management
California
$9.77M +$15.9K +49 +0.2%
Assenagon Asset Management
142
Assenagon Asset Management
Luxembourg
$9.61M +$8.02M +24,766 New
WT
143
Whittier Trust
California
$9.6M +$400K +1,235 +5%
LOAME
144
Lombard Odier Asset Management (Europe)
United Kingdom
$9.54M +$7.97M +24,607 New
CL
145
CIM LLC
New York
$9.49M +$5.22M +16,106 +498%
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$9.42M -$796K -2,458 -9%
Loomis, Sayles & Company
147
Loomis, Sayles & Company
Massachusetts
$9.39M -$4.2M -12,967 -35%
RJA
148
Raymond James & Associates
Florida
$9.36M +$547K +1,689 +8%
GGHC
149
Gilder Gagnon Howe & Co
New York
$9.24M -$158K -489 -2%
AG
150
Aperio Group
California
$9.06M +$47K +145 +0.6%

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.