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SIVB

SVB Financial Group

Delisted

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

299 hedge funds and large institutions have $5.69B invested in SVB Financial Group in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 137 increasing their positions, 78 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 78

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

6% more funds holding

Funds holding: 282299 (+17)

2% more capital invested

Capital invested by funds: $5.58B → $5.69B (+$107M)

43% less call options, than puts

Call options by funds: $5.07M | Put options by funds: $8.86M

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
8.59%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
54
Increased
137
Reduced
78
Closed
35
Calls
$5.07M
Puts
$8.86M
Net Calls
-$3.79M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$350M +$28.5M +255,922 +9%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$304M -$3.61M -32,340 -1%
HL
3
Harding Loevner
New Jersey
$281M +$74.4M +667,307 +38%
State Street
4
State Street
Massachusetts
$242M +$13.9M +124,529 +6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$215M +$5.33M +47,800 +3%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$210M +$84.5M +757,628 +73%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$208M +$49.8M +446,397 +33%
IIS
8
Ignis Investment Services
United Kingdom
$194M +$5M +44,821 +37%
Fisher Asset Management
9
Fisher Asset Management
Washington
$173M +$6.05M +54,235 +4%
BFA
10
BlackRock Fund Advisors
California
$171M +$20.8M +186,389 +15%
BIT
11
BlackRock Institutional Trust
California
$164M +$6.25M +56,048 +4%
CWAM
12
Columbia Wanger Asset Management
Illinois
$142M -$6.82M -61,200 -5%
AllianceBernstein
13
AllianceBernstein
Tennessee
$137M +$20.1M +180,200 +18%
JP Morgan Chase
14
JP Morgan Chase
New York
$118M +$30.2M +270,643 +36%
Invesco
15
Invesco
Georgia
$115M +$40.6M +364,167 +58%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$115M +$426K +3,817 +0.4%
American Century Companies
17
American Century Companies
Missouri
$108M -$4.04M -36,208 -4%
ClearBridge Investments
18
ClearBridge Investments
New York
$106M -$2.26M -20,297 -2%
WHG
19
Westwood Holdings Group
Texas
$90M +$4.18M +37,459 +5%
Ameriprise
20
Ameriprise
Minnesota
$89.8M +$32.5M +291,162 +61%
JHIU
21
Janus Henderson Investors US
Colorado
$86M -$327K -2,936 -0.4%
Norges Bank
22
Norges Bank
Norway
$85.9M +$41.1M +368,311 +100%
Citadel Advisors
23
Citadel Advisors
Florida
$79.4M +$63.3M +567,281 +501%
Capital World Investors
24
Capital World Investors
California
$76.1M
WRF
25
Waddell & Reed Financial
Kansas
$61.9M