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SIVB

SVB Financial Group
SIVB

Delisted

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

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330 hedge funds and large institutions have $4.6B invested in SVB Financial Group in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 113

4% less funds holding

Funds holding: 343 → 330 (-13)

7% less capital invested

Capital invested by funds: $4.96B → $4.6B (-$359M)

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

54% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $46.1M

Holders
330
Holders Change
-13
Holders Change %
-3.79%
% of All Funds
8.8%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
44
Increased
141
Reduced
113
Closed
51
Calls
$21.3M
Puts
$46.1M
Net Calls
-$24.8M
Net Calls Change
+$33.7M

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$78.9M
2
SC
Samlyn Capital
New York
+$48.6M
3
MDSL
M.D. Sass LLC
New York
+$43.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.1M
5
Artisan Partners
Artisan Partners
Wisconsin
+$28.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$115M
2
Millennium Management
Millennium Management
New York
-$32M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$26.6M
5
CS
Credit Suisse
Switzerland
-$20.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$2.38M +$548K +5,356 +27%
Robeco Institutional Asset Management
152
Robeco Institutional Asset Management
Netherlands
$2.38M +$256K +2,500 +11%
IMIM
153
Irving Magee Investment Management
Pennsylvania
$2.34M – – –
MSA
154
Mason Street Advisors
Wisconsin
$2.25M +$118K +1,152 +5%
FT
155
Fiduciary Trust
Massachusetts
$2.25M -$933K -9,122 -28%
KIA
156
KCM Investment Advisors
California
$2.25M +$2.41M +23,600 New
SCM
157
Stevens Capital Management
Pennsylvania
$2.21M +$2.37M +23,191 New
ASRS
158
Arizona State Retirement System
Arizona
$2.2M -$532K -5,200 -18%
MERSOM
159
Municipal Employees' Retirement System of Michigan
Michigan
$2.18M +$588K +5,750 +33%
CG
160
Clinton Group
New York
$2.17M +$2.33M +22,768 New
GG
161
Gofen & Glossberg
Illinois
$2.15M +$40.9K +400 +2%
CC
162
Cipher Capital
New York
$2.14M +$415K +4,053 +22%
VST
163
Van Strum & Towne
California
$2.13M -$32K -313 -1%
LMGAM
164
Liberty Mutual Group Asset Management
Massachusetts
$2.13M +$202K +1,978 +10%
N
165
Nuveen
North Carolina
$1.99M -$115K -1,126 -5%
SOMRS
166
State of Michigan Retirement System
Michigan
$1.98M +$20.5K +200 +1%
BPIM
167
Brant Point Investment Management
New York
$1.97M +$2.12M +20,700 New
AB
168
AT Bancorp
Iowa
$1.92M – – –
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M -$860K -8,407 -30%
FG
170
FSI Group
Ohio
$1.9M +$2.05M +20,000 New
HNB
171
Huntington National Bank
Ohio
$1.88M +$2.02M +19,712 New
SP
172
Sarasin & Partners
United Kingdom
$1.86M +$19.5K +191 +1%
Mitsubishi UFJ Trust & Banking
173
Mitsubishi UFJ Trust & Banking
Japan
$1.86M -$778K -7,600 -28%
Legal & General Group
174
Legal & General Group
United Kingdom
$1.85M +$383K +3,744 +24%
GGHC
175
Gilder Gagnon Howe & Co
New York
$1.79M +$1.93M +18,850 New
5 6
7
8 9

SIVB Hedge Fund Activity: Q2 2016 in Review

330 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2016, worth a combined $4.6B — down 7.2% from $4.96B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SIVB and 44 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 141 added.

The largest buyer was TimesSquare Capital Management, adding an estimated $78.9M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 330 institutional investors held SVB Financial Group (SIVB) as of Q2 2016, down from 343 in Q1 2016.
  • Funds reported $4.6B of SVB Financial Group stock for Q2 2016, down 7.2% quarter-over-quarter.
  • 44 funds opened new SVB Financial Group positions in Q2 2016 and 51 closed out, a net change of -7 holders.
  • The largest SVB Financial Group buyer in Q2 2016 was TimesSquare Capital Management, an estimated $78.9M added.
  • The largest SVB Financial Group seller in Q2 2016 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2016.