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SIVB

SVB Financial Group
SIVB

Delisted

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

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326 hedge funds and large institutions have $5.32B invested in SVB Financial Group in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

16% more capital invested

Capital invested by funds: $4.6B → $5.32B (+$719M)

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

1% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $20M

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

1% less funds holding

Funds holding: 330 → 326 (-4)

Holders
326
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
8.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
128
Reduced
113
Closed
44
Calls
$20.3M
Puts
$20M
Net Calls
+$277K
Net Calls Change
+$25.1M

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$57.3M
2
MDSL
M.D. Sass LLC
New York
+$15.7M
3
MCM
Moore Capital Management
New York
+$15.6M
4
WRF
Waddell & Reed Financial
Kansas
+$14.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$54.7M
2
Wells Fargo
Wells Fargo
California
-$21.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$19.6M
4
SC
Samlyn Capital
New York
-$18.8M
5
TCM
TimesSquare Capital Management
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
151
Jupiter Asset Management
United Kingdom
$2.76M -$1.87M -18,000 -42%
Robeco Institutional Asset Management
152
Robeco Institutional Asset Management
Netherlands
$2.76M – – –
IMIM
153
Irving Magee Investment Management
Pennsylvania
$2.71M – – –
MSA
154
Mason Street Advisors
Wisconsin
$2.66M +$47.1K +452 +2%
AQR Capital Management
155
AQR Capital Management
Connecticut
$2.62M +$1.18M +11,377 +92%
KIA
156
KCM Investment Advisors
California
$2.61M – – –
MERSOM
157
Municipal Employees' Retirement System of Michigan
Michigan
$2.57M +$31.2K +300 +1%
LMGAM
158
Liberty Mutual Group Asset Management
Massachusetts
$2.57M +$86.5K +831 +4%
ASRS
159
Arizona State Retirement System
Arizona
$2.56M – – –
VST
160
Van Strum & Towne
California
$2.5M +$16.1K +155 +0.7%
GG
161
Gofen & Glossberg
Illinois
$2.49M – – –
MA
162
MUFG Americas
New York
$2.41M -$828K -7,955 -27%
FT
163
Fiduciary Trust
Massachusetts
$2.36M -$235K -2,256 -10%
SOMRS
164
State of Michigan Retirement System
Michigan
$2.31M +$10.4K +100 +0.5%
N
165
Nuveen
North Carolina
$2.31M – – –
Macquarie Group
166
Macquarie Group
Australia
$2.25M -$2.12M -20,410 -50%
SP
167
Sarasin & Partners
United Kingdom
$2.17M – – –
PFC
168
Poplar Forest Capital
California
$2.17M +$1.16M +11,140 +132%
SDIC
169
South Dakota Investment Council
South Dakota
$2.13M +$2.01M +19,300 New
GGHC
170
Gilder Gagnon Howe & Co
New York
$2.01M -$69.2K -665 -4%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.98M +$37.2K +357 +2%
IIM
172
Ipswich Investment Management
Massachusetts
$1.93M – – –
WT
173
Whittier Trust
California
$1.86M +$3.33K +32 +0.2%
BCM
174
BlueMar Capital Management
Florida
$1.85M +$1.74M +16,700 New
PG
175
PEAK6 Group
Illinois
$1.81M +$1.71M +16,422 New
5 6
7
8 9

SIVB Hedge Fund Activity: Q3 2016 in Review

326 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2016, worth a combined $5.32B — up 16% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SIVB and 43 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 128 added.

The largest buyer was Artisan Partners, adding an estimated $57.3M. The largest seller was Invesco, cutting an estimated $54.7M.

  • 326 institutional investors held SVB Financial Group (SIVB) as of Q3 2016, down from 330 in Q2 2016.
  • Funds reported $5.32B of SVB Financial Group stock for Q3 2016, up 16% quarter-over-quarter.
  • 43 funds opened new SVB Financial Group positions in Q3 2016 and 44 closed out, a net change of -1 holder.
  • The largest SVB Financial Group buyer in Q3 2016 was Artisan Partners, an estimated $57.3M added.
  • The largest SVB Financial Group seller in Q3 2016 was Invesco, an estimated $54.7M sold.

Based on aggregated 13F filings for Q3 2016.