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SIVB

SVB Financial Group

Delisted

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

478 hedge funds and large institutions have $11.1B invested in SVB Financial Group in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

22% more capital invested

Capital invested by funds: $9.09B → $11.1B (+$1.97B)

13% more funds holding

Funds holding: 422478 (+56)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 161

27% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $88.1M

Holders
478
Holders Change
+56
Holders Change %
+13.27%
% of All Funds
10.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
156
Reduced
161
Closed
36
Calls
$63.9M
Puts
$88.1M
Net Calls
-$24.1M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
151
Macquarie Group
Australia
$6.2M +$2.43M +11,395 +75%
MSA
152
Mason Street Advisors
Wisconsin
$6.07M -$36K -169 -0.6%
TCM
153
Tran Capital Management
California
$6.05M -$1.52M -7,117 -22%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$6.03M -$768K -3,606 -12%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$5.84M -$2.13M -10,000 -29%
NCM
156
Nelson Capital Management
California
$5.82M -$136K -636 -2%
FCM
157
Flinton Capital Management
Pennsylvania
$5.59M -$254K -1,190 -5%
BCM
158
BlueMar Capital Management
Florida
$5.52M +$310K +1,455 +7%
MPAM
159
Monarch Partners Asset Management
Massachusetts
$5.38M -$5.38M -25,261 -52%
PPCM
160
Pillar Pacific Capital Management
California
$5.33M -$40.1K -188 -0.8%
GG
161
Gofen & Glossberg
Illinois
$5.25M +$107K +500 +2%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$5.24M -$1.62M -7,608 -25%
Federated Hermes
163
Federated Hermes
Pennsylvania
$5.11M -$1.2M -5,646 -21%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$5.09M -$835K -3,920 -15%
PAMU
165
Pictet Asset Management (UK)
United Kingdom
$4.95M +$373K +1,752 +9%
HI
166
Harrington Investments
California
$4.79M -$133K -624 -3%
SB
167
Suntrust Banks
Georgia
$4.78M +$92.1K +432 +2%
EIM
168
Essex Investment Management
Massachusetts
$4.75M +$995K +4,670 +30%
QCMC
169
Quantum Capital Management (California)
California
$4.72M -$305K -1,432 -7%
NC
170
NBW Capital
Massachusetts
$4.71M -$39K -183 -0.9%
PCM
171
Portolan Capital Management
Massachusetts
$4.67M -$3.24M -15,211 -43%
HNB
172
Huntington National Bank
Ohio
$4.67M +$126K +590 +3%
TAM
173
Tyers Asset Management
Texas
$4.6M -$209K -980 -5%
VST
174
Van Strum & Towne
California
$4.58M -$292K -1,370 -7%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$4.55M -$3.05M -14,293 -42%

SIVB Hedge Fund Activity: Q4 2017 in Review

478 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2017, worth a combined $11.1B — up 22% from $9.09B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SIVB positions and 36 closed out — a net gain of 58 holders — while 156 added to existing stakes and 161 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $46.2M. The largest seller was CI Investments Inc, exiting entirely with an estimated $95.9M sold.

  • 478 institutional investors held SVB Financial Group (SIVB) as of Q4 2017, up from 422 in Q3 2017.
  • Funds reported $11.1B of SVB Financial Group stock for Q4 2017, up 22% quarter-over-quarter.
  • 94 funds opened new SVB Financial Group positions in Q4 2017 and 36 closed out, a net change of +58 holders.
  • The largest SVB Financial Group buyer in Q4 2017 was Lord, Abbett & Co, an estimated $46.2M added.
  • The largest SVB Financial Group seller in Q4 2017 was CI Investments Inc, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2017.