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SIVB

SVB Financial Group

Delisted

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

527 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $67.3M

12% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.21B)

3% more funds holding

Funds holding: 512527 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
527
Holders Change
+15
Holders Change %
+2.93%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
169
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
$2.52M -$32.9K -140 -1%
PSUF
202
People's United Financial
Connecticut
$2.51M -$205K -872 -8%
MFAM
203
Motley Fool Asset Management
Virginia
$2.41M
Parnassus Investments
204
Parnassus Investments
California
$2.41M
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$2.4M -$212K -900 -8%
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$2.39M +$2.1M +8,920 +1,094%
URS
207
Utah Retirement Systems
Utah
$2.37M +$23.5K +100 +1%
TPSF
208
Texas Permanent School Fund
Texas
$2.29M +$99.7K +424 +5%
Envestnet Asset Management
209
Envestnet Asset Management
Illinois
$2.28M -$23.5K -100 -1%
MC
210
Middleton & Co
Massachusetts
$2.27M +$21.4K +91 +1%
WTC
211
WhitTier Trust Company
Nevada
$2.25M +$114K +483 +5%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$2.25M -$145K -616 -6%
BIC
213
Beach Investment Counsel
Pennsylvania
$2.25M -$212K -900 -9%
Nomura Asset Management
214
Nomura Asset Management
Japan
$2.23M -$23.8K -101 -1%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.17M -$150K -636 -7%
ProShare Advisors
216
ProShare Advisors
Maryland
$2.16M -$326K -1,387 -13%
BCIM
217
British Columbia Investment Management
British Columbia, Canada
$2.15M +$155K +657 +8%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$2.12M -$1.83M -7,788 -47%
SAM
219
Shell Asset Management
Netherlands
$2.12M +$16.9K +72 +0.8%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$2.03M +$16K +68 +0.8%
AAM
221
Advisors Asset Management
Colorado
$2M +$72.9K +310 +4%
SNB
222
Security National Bank
Nebraska
$2M +$373K +1,585 +24%
Osaic Holdings
223
Osaic Holdings
Arizona
$1.9M +$23.8K +101 +1%
Wellington Management Group
224
Wellington Management Group
Massachusetts
$1.88M -$26.8M -113,765 -94%
SH
225
Svenska Handelsbanken
Sweden
$1.88M +$941K +4,000 +105%

SIVB Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2020, worth a combined $11.3B — up 12% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SIVB positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 191 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.3M.

  • 527 institutional investors held SVB Financial Group (SIVB) as of Q3 2020, up from 512 in Q2 2020.
  • Funds reported $11.3B of SVB Financial Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 60 funds opened new SVB Financial Group positions in Q3 2020 and 45 closed out, a net change of +15 holders.
  • The largest SVB Financial Group buyer in Q3 2020 was Ninety One (UK), an estimated $124M added.
  • The largest SVB Financial Group seller in Q3 2020 was T. Rowe Price Associates, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2020.