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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
WAM
201
Winslow Asset Management
Ohio
$768K +$154K +1,410 +27%
WSA
202
Wall Street Associates
California
$758K -$143K -1,314 -17%
Barclays
203
Barclays
United Kingdom
$730K -$510K -4,676 -43%
FMA
204
Fiduciary Management Associates
Illinois
$709K -$73.1K -670 -10%
RFC
205
Regions Financial Corp
Alabama
$697K +$38.7K +355 +6%
GF
206
Gerstein Fisher
New York
$669K
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$627K -$622K -5,700 -51%
HI
208
HBK Investments
Texas
$627K +$267K +2,452 +83%
BJL
209
Brighton Jones LLC
Washington
$619K +$147K +1,349 +34%
SLG
210
Stanley-Laman Group
Pennsylvania
$618K +$124K +1,140 +27%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$588K -$37.2K -341 -6%
SCM
212
Shelton Capital Management
Colorado
$571K
AG
213
Aperio Group
California
$520K -$59.3K -544 -11%
IIM
214
Ipswich Investment Management
Massachusetts
$517K
PC
215
Polar Capital
United Kingdom
$502K -$9.71K -89 -2%
AIM
216
Artemis Investment Management
United Kingdom
$492K +$462K +4,237 New
Canada Life
217
Canada Life
Manitoba, Canada
$482K -$2.39M -21,900 -84%
WAM
218
World Asset Management
Michigan
$471K -$63.5K -582 -13%
OI
219
Oakbrook Investments
Illinois
$447K +$5.45K +50 +1%
AWP
220
Ascent Wealth Partners
New York
$437K +$17.5K +160 +4%
SG Americas Securities
221
SG Americas Securities
New York
$422K +$26.1K +239 +7%
NI
222
Numeric Investors
Massachusetts
$418K +$185K +1,700 +89%
VRS
223
Virginia Retirement Systems
Virginia
$418K +$393K +3,600 New
AWCI
224
Alpine Woods Capital Investors
New York
$414K
NFG
225
Next Financial Group
Texas
$397K

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.