We are live on ! Find out more
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
EA
176
Emerald Advisers
Pennsylvania
$1.32M -$94.8K -869 -7%
BF
177
BOK Financial
Oklahoma
$1.29M -$259K -2,373 -18%
DIA
178
Davidson Investment Advisors
Montana
$1.28M -$2.39M -21,945 -66%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.27M +$422K +3,867 +55%
Royal Bank of Canada
180
Royal Bank of Canada
Ontario, Canada
$1.23M +$37.5K +344 +3%
BlackRock
181
BlackRock
New York
$1.22M -$39.1K -358 -3%
CC
182
Curian Capital
Colorado
$1.17M +$289K +2,645 +36%
BA
183
Boston Advisors
Massachusetts
$1.14M -$57.3K -525 -5%
ARC
184
Absolute Return Capital
Massachusetts
$1.14M -$1.33M -12,168 -55%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$1.14M
CB
186
Cooke & Bieler
Pennsylvania
$1.11M +$555K +5,090 +113%
MCM
187
Mazama Capital Management
Oregon
$1.04M -$540K -4,954 -35%
JWM
188
Jacobus Wealth Management
Wisconsin
$1.04M
EVM
189
Eaton Vance Management
Massachusetts
$1.04M
FMT
190
First Mercantile Trust
Tennessee
$1.04M -$65.5K -600 -6%
CONA
191
Capital One National Association
New York
$1.04M +$18.5K +170 +2%
URS
192
Utah Retirement Systems
Utah
$1.02M
Citigroup
193
Citigroup
New York
$979K -$8.35M -76,568 -90%
DADC
194
D.A. Davidson & Co
Montana
$896K +$9.71K +89 +1%
SB
195
Suntrust Banks
Georgia
$892K -$94.7K -868 -10%
AIP
196
Ameritas Investment Partners
Nebraska
$871K
SAM
197
Securian Asset Management
Minnesota
$832K
Legal & General Group
198
Legal & General Group
United Kingdom
$829K -$48.3K -443 -6%
PA
199
Profund Advisors
Maryland
$827K +$129K +1,179 +20%
WG
200
Winton Group
United Kingdom
$788K -$1.29M -11,831 -64%

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.