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SIVB

SVB Financial Group

Delisted

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

295 hedge funds and large institutions have $5.22B invested in SVB Financial Group in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

2% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 109

1% less funds holding

Funds holding: 299295 (-4)

8% less capital invested

Capital invested by funds: $5.69B → $5.22B (-$473M)

71% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $7.08M

Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
8.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
111
Reduced
109
Closed
28
Calls
$2.04M
Puts
$7.08M
Net Calls
-$5.04M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$341M +$3.93M +35,383 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$276M -$15.7M -141,797 -5%
HL
3
Harding Loevner
New Jersey
$267M -$2.27M -20,432 -0.8%
State Street
4
State Street
Massachusetts
$221M -$11.7M -105,285 -5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$207M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$201M +$1.64M +14,790 +0.8%
BFA
7
BlackRock Fund Advisors
California
$172M +$7.59M +68,410 +5%
Fisher Asset Management
8
Fisher Asset Management
Washington
$166M -$68.2K -615 -0%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$162M -$38.6M -348,075 -19%
BIT
10
BlackRock Institutional Trust
California
$157M -$558K -5,032 -0.4%
CWAM
11
Columbia Wanger Asset Management
Illinois
$129M -$7.99M -72,000 -6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$126M -$5.54M -49,977 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$120M +$6.01M +54,158 +5%
Invesco
14
Invesco
Georgia
$117M +$6.72M +60,600 +6%
Ameriprise
15
Ameriprise
Minnesota
$112M +$25.5M +229,549 +30%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$110M -$990K -8,926 -0.9%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$107M +$57.9M +521,795 +120%
American Century Companies
18
American Century Companies
Missouri
$103M -$233K -2,102 -0.2%
ClearBridge Investments
19
ClearBridge Investments
New York
$101M -$777 -7 -0%
WHG
20
Westwood Holdings Group
Texas
$86.7M +$125K +1,123 +0.1%
JHIU
21
Janus Henderson Investors US
Colorado
$75.6M -$7M -63,135 -9%
Capital World Investors
22
Capital World Investors
California
$73.1M
Calamos Advisors
23
Calamos Advisors
Illinois
$52.2M -$3.22M -29,026 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$49.9M -$26.1M -235,661 -35%
WRF
25
Waddell & Reed Financial
Kansas
$47.1M -$12.3M -110,700 -21%

SIVB Hedge Fund Activity: Q3 2014 in Review

295 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2014, worth a combined $5.22B — down 8.3% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SIVB positions and 28 closed out — a net gain of 1 holder — while 111 added to existing stakes and 109 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $57.9M. The largest seller was Norges Bank, cutting an estimated $43.2M.

  • 295 institutional investors held SVB Financial Group (SIVB) as of Q3 2014, down from 299 in Q2 2014.
  • Funds reported $5.22B of SVB Financial Group stock for Q3 2014, down 8.3% quarter-over-quarter.
  • 29 funds opened new SVB Financial Group positions in Q3 2014 and 28 closed out, a net change of +1 holder.
  • The largest SVB Financial Group buyer in Q3 2014 was VOYA Investment Management, an estimated $57.9M added.
  • The largest SVB Financial Group seller in Q3 2014 was Norges Bank, an estimated $43.2M sold.

Based on aggregated 13F filings for Q3 2014.