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SIVB

SVB Financial Group

Delisted

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

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more funds holding

Funds holding: 527609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.78%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$4.42M -$56.4K -174 -1%
FT
202
Fiduciary Trust
Massachusetts
$4.41M +$25.9K +80 +0.7%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$4.38M -$718K -2,217 -16%
MOACM
204
Mutual of America Capital Management
New York
$4.31M -$64.8K -200 -2%
ERSOT
205
Employees Retirement System of Texas
Texas
$4.28M
PCH
206
Polar Capital Holdings
United Kingdom
$4.17M +$3.49M +10,764 New
GIBU
207
Gulf International Bank (UK)
United Kingdom
$4.14M -$377K -1,162 -10%
GAM
208
Gotham Asset Management
New York
$4.13M +$3.45M +10,640 New
SLAM
209
Swiss Life Asset Management
$4.11M -$222K -684 -6%
URS
210
Utah Retirement Systems
Utah
$3.99M +$150K +463 +5%
GC
211
Guggenheim Capital
Illinois
$3.96M +$1.28M +3,943 +63%
PWS
212
Peloton Wealth Strategists
Indiana
$3.94M -$133K -410 -4%
PSUF
213
People's United Financial
Connecticut
$3.92M -$110K -341 -3%
WTC
214
WhitTier Trust Company
Nevada
$3.91M +$231K +713 +8%
Nomura Asset Management
215
Nomura Asset Management
Japan
$3.9M +$254K +784 +8%
MFAM
216
Motley Fool Asset Management
Virginia
$3.88M
ProShare Advisors
217
ProShare Advisors
Maryland
$3.75M +$222K +684 +8%
HighTower Advisors
218
HighTower Advisors
Illinois
$3.73M +$1.72M +5,304 +123%
CGH
219
Crossmark Global Holdings
Texas
$3.72M +$2.29M +7,081 +282%
Schroder Investment Management Group
220
Schroder Investment Management Group
United Kingdom
$3.7M -$62.9K -194 -2%
N
221
Natixis
France
$3.67M -$21.5M -66,293 -87%
NIPH
222
NN Investment Partners Holdings
Netherlands
$3.63M +$1.5M +4,643 +99%
MC
223
Middleton & Co
Massachusetts
$3.63M -$21.1K -65 -0.7%
BA
224
Bridgewater Associates
Connecticut
$3.61M +$3.02M +9,319 New
State of Tennessee, Department of Treasury
225
State of Tennessee, Department of Treasury
Tennessee
$3.6M -$374K -1,155 -11%

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.