We are live on ! Find out more
SIVB

SVB Financial Group
SIVB

Delisted

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

Back to rankings

381 hedge funds and large institutions have $8.5B invested in SVB Financial Group in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 101 increasing their positions, 159 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 25

61% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $21.3M

60% more capital invested

Capital invested by funds: $5.32B → $8.5B (+$3.18B)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more funds holding

Funds holding: 326 → 381 (+55)

36% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 159

Holders
381
Holders Change
+55
Holders Change %
+16.87%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
84
Increased
101
Reduced
159
Closed
25
Calls
$34.4M
Puts
$21.3M
Net Calls
+$13.1M
Net Calls Change
+$12.8M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$79M
4
JHIU
Janus Henderson Investors US
Colorado
+$77.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.4M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$74.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$58.9M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$37.3M
4
MDSL
M.D. Sass LLC
New York
-$33.7M
5
SC
Samlyn Capital
New York
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
176
Axa
France
$2.99M +$2.49M +17,400 New
GGHC
177
Gilder Gagnon Howe & Co
New York
$2.98M -$118K -823 -5%
GC
178
Guggenheim Capital
Illinois
$2.94M -$7.54M -52,616 -75%
WHG
179
Westwood Holdings Group
Texas
$2.92M -$1.71M -11,900 -41%
WT
180
Whittier Trust
California
$2.91M +$12.2K +85 +0.5%
Luther King Capital Management (LKCM)
181
Luther King Capital Management (LKCM)
Texas
$2.88M -$10.1M -70,540 -81%
Macquarie Group
182
Macquarie Group
Australia
$2.83M -$555K -3,874 -19%
FT
183
Fiduciary Trust
Massachusetts
$2.81M -$714K -4,977 -23%
PFC
184
Poplar Forest Capital
California
$2.73M -$528K -3,683 -19%
HNB
185
Huntington National Bank
Ohio
$2.72M +$84K +586 +4%
AIP
186
Ameritas Investment Partners
Nebraska
$2.69M -$15.1K -105 -0.7%
ECM
187
Element Capital Management
New York
$2.6M +$2.17M +15,118 New
EA
188
Emerald Advisers
Pennsylvania
$2.58M -$2.95M -20,575 -58%
AG
189
Aperio Group
California
$2.44M -$45.3K -316 -2%
PCM
190
Penn Capital Management
Pennsylvania
$2.41M -$5.1M -35,547 -86%
SDIC
191
South Dakota Investment Council
South Dakota
$2.39M -$774K -5,400 -28%
ProShare Advisors
192
ProShare Advisors
Maryland
$2.34M +$213K +1,487 +12%
LSERS
193
Louisiana State Employees Retirement System
Louisiana
$2.21M -$86K -600 -4%
AIM
194
Artemis Investment Management
United Kingdom
$2.14M – – –
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$2.09M -$71.7K -500 -4%
CCM
196
Cadence Capital Management
Massachusetts
$2.08M +$1.74M +12,131 New
CIP
197
Chartwell Investment Partners
Pennsylvania
$2.05M +$1.71M +11,954 New
HighTower Advisors
198
HighTower Advisors
Illinois
$2.02M +$842K +5,874 +100%
Millennium Management
199
Millennium Management
New York
$1.98M +$1.66M +11,559 New
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$1.98M -$25.2K -176 -1%
6 7
8
9 10

SIVB Hedge Fund Activity: Q4 2016 in Review

381 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2016, worth a combined $8.5B — up 60% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SIVB positions and 25 closed out — a net gain of 59 holders — while 101 added to existing stakes and 159 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $120M. The largest seller was TimesSquare Capital Management, cutting an estimated $74.9M.

  • 381 institutional investors held SVB Financial Group (SIVB) as of Q4 2016, up from 326 in Q3 2016.
  • Funds reported $8.5B of SVB Financial Group stock for Q4 2016, up 60% quarter-over-quarter.
  • 84 funds opened new SVB Financial Group positions in Q4 2016 and 25 closed out, a net change of +59 holders.
  • The largest SVB Financial Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $120M added.
  • The largest SVB Financial Group seller in Q4 2016 was TimesSquare Capital Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2016.