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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
AI
151
Axiom Investors
Connecticut
$1.26M -$976K -11,300 -44%
PI
152
Placemark Investments
Illinois
$1.25M +$137K +1,580 +12%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$1.2M +$1.2M +13,938 New
PPCM
154
Pillar Pacific Capital Management
California
$1.16M -$631K -7,305 -35%
MC
155
Mathes Company
New York
$1.16M – – –
CEP
156
Chicago Equity Partners
Illinois
$1.14M – – –
DADC
157
D.A. Davidson & Co
Montana
$1.12M -$29.4K -340 -3%
FMT
158
First Mercantile Trust
Tennessee
$1.1M +$320K +3,700 +41%
BIG
159
Blackthorn Investment Group
Kansas
$1M +$144K +1,665 +17%
PSUF
160
People's United Financial
Connecticut
$1M +$170K +1,962 +20%
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$959K -$77.8K -900 -8%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$914K +$707K +8,181 +340%
BA
163
Boston Advisors
Massachusetts
$909K -$71.3K -825 -7%
SCM
164
Stux Capital Management
New York
$855K +$856K +9,900 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$846K – – –
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$837K – – –
Barclays
167
Barclays
United Kingdom
$780K -$709K -8,203 -47%
JWM
168
Jacobus Wealth Management
Wisconsin
$777K – – –
PA
169
Profund Advisors
Maryland
$742K +$177K +2,047 +31%
URS
170
Utah Retirement Systems
Utah
$700K -$8.64K -100 -1%
BlackRock
171
BlackRock
New York
$696K +$23.4K +271 +3%
CAM
172
Capstone Asset Management
Texas
$692K +$76.9K +890 +12%
SAG
173
Sterne Agee Group
Alabama
$668K +$50.3K +582 +8%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$644K +$8.81K +102 +1%
MERSOM
175
Municipal Employees' Retirement System of Michigan
Michigan
$639K +$639K +7,400 New
5 6
7
8 9

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.