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SIVB

SVB Financial Group

Delisted

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

307 hedge funds and large institutions have $5.81B invested in SVB Financial Group in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

8% more capital invested

Capital invested by funds: $5.38B → $5.81B (+$425M)

6% more funds holding

Funds holding: 289307 (+18)

6% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 109

30% less call options, than puts

Call options by funds: $5.73M | Put options by funds: $8.21M

Holders
307
Holders Change
+18
Holders Change %
+6.23%
% of All Funds
8.18%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
103
Reduced
109
Closed
25
Calls
$5.73M
Puts
$8.21M
Net Calls
-$2.48M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M +$20.2M +168,942 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$285M -$22M -184,221 -8%
HL
3
Harding Loevner
New Jersey
$270M +$3.21M +26,858 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$265M +$734K +6,139 +0.3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$261M -$14.9M -124,911 -6%
State Street
6
State Street
Massachusetts
$232M -$11.7M -97,857 -5%
BFA
7
BlackRock Fund Advisors
California
$205M +$7.51M +62,852 +4%
BIT
8
BlackRock Institutional Trust
California
$203M +$24.1M +201,725 +14%
Fisher Asset Management
9
Fisher Asset Management
Washington
$185M -$1.05M -8,806 -0.6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$174M -$57.1M -477,800 -26%
CWAM
11
Columbia Wanger Asset Management
Illinois
$145M
AllianceBernstein
12
AllianceBernstein
Tennessee
$129M -$6.73M -56,348 -5%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$127M -$468K -3,914 -0.4%
Ameriprise
14
Ameriprise
Minnesota
$115M -$7.97M -66,694 -7%
Invesco
15
Invesco
Georgia
$112M -$23.3M -195,313 -18%
ClearBridge Investments
16
ClearBridge Investments
New York
$111M -$2.36M -19,767 -2%
WHG
17
Westwood Holdings Group
Texas
$97.4M -$1.12M -9,350 -1%
Capital World Investors
18
Capital World Investors
California
$82.9M
JHIU
19
Janus Henderson Investors US
Colorado
$77.2M -$2.64M -22,074 -4%
American Century Companies
20
American Century Companies
Missouri
$77M -$1.8M -15,106 -2%
WRF
21
Waddell & Reed Financial
Kansas
$67.4M +$11.1M +93,000 +21%
SC
22
Samlyn Capital
New York
$66.5M -$8.34M -69,800 -12%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$58.1M +$19.5M +163,341 +55%
Citadel Advisors
24
Citadel Advisors
Florida
$57.9M -$22.3M -186,511 -29%
UIM
25
USS Investment Management
United Kingdom
$57.5M +$54.1M +452,945 New

SIVB Hedge Fund Activity: Q1 2015 in Review

307 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2015, worth a combined $5.81B — up 7.9% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SIVB positions and 25 closed out — a net gain of 22 holders — while 103 added to existing stakes and 109 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $54.1M. The largest seller was VOYA Investment Management, cutting an estimated $66.7M.

  • 307 institutional investors held SVB Financial Group (SIVB) as of Q1 2015, up from 289 in Q4 2014.
  • Funds reported $5.81B of SVB Financial Group stock for Q1 2015, up 7.9% quarter-over-quarter.
  • 47 funds opened new SVB Financial Group positions in Q1 2015 and 25 closed out, a net change of +22 holders.
  • The largest SVB Financial Group buyer in Q1 2015 was USS Investment Management, an estimated $54.1M added.
  • The largest SVB Financial Group seller in Q1 2015 was VOYA Investment Management, an estimated $66.7M sold.

Based on aggregated 13F filings for Q1 2015.