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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
RIM
151
Ranger Investment Management
Texas
$2.14M +$745K +6,830 +59%
KeyBank National Association
152
KeyBank National Association
Ohio
$2.08M +$1.96M +17,967 New
OAM
153
Oxford Asset Management
United Kingdom
$2.07M +$1.92M +17,571 New
SFP
154
Santa Fe Partners
New Mexico
$2.04M +$1.15M +10,500 +148%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$1.97M -$1.22M -11,200 -40%
GLAM
156
Gardner Lewis Asset Management
Pennsylvania
$1.95M
MERSOM
157
Municipal Employees' Retirement System of Michigan
Michigan
$1.91M +$259K +2,370 +17%
CWM
158
Calamos Wealth Management
Illinois
$1.9M +$770K +7,059 +76%
WT
159
Whittier Trust
California
$1.9M
LMGAM
160
Liberty Mutual Group Asset Management
Massachusetts
$1.9M -$17.8K -163 -1%
AQR Capital Management
161
AQR Capital Management
Connecticut
$1.81M -$3.71M -34,031 -69%
PI
162
Placemark Investments
Illinois
$1.8M -$318K -2,917 -16%
PAM
163
Paradigm Asset Management
New York
$1.78M -$54.5K -500 -3%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$1.73M
JMPWA
165
JP Morgan Private Wealth Advisors
California
$1.7M +$1.6M +14,645 New
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$1.6M
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.6M +$203K +1,861 +16%
SF
168
Synovus Financial
Georgia
$1.6M -$57.5K -527 -4%
WPC
169
White Pine Capital
Minnesota
$1.56M -$68.6K -629 -4%
MC
170
Mathes Company
New York
$1.52M
N
171
Natixis
France
$1.51M -$873K -8,000 -38%
PSUF
172
People's United Financial
Connecticut
$1.45M -$104K -956 -7%
IRF
173
IBM Retirement Fund
New York
$1.39M +$120K +1,103 +10%
PPCM
174
Pillar Pacific Capital Management
California
$1.34M -$75.3K -690 -6%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M +$251K +2,300 +25%

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.