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SIVB

SVB Financial Group

Delisted

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

334 hedge funds and large institutions have $6.66B invested in SVB Financial Group in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $5.81B → $6.66B (+$848M)

9% more funds holding

Funds holding: 307334 (+27)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 130

23% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $21.1M

Holders
334
Holders Change
+27
Holders Change %
+8.79%
% of All Funds
9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
50
Increased
110
Reduced
130
Closed
22
Calls
$16.3M
Puts
$21.1M
Net Calls
-$4.84M
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$483M +$14.9M +110,545 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$322M +$20.4M +150,688 +7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$317M -$5.62M -41,560 -2%
HL
4
Harding Loevner
New Jersey
$313M +$8.51M +62,987 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$283M -$12.5M -92,487 -4%
State Street
6
State Street
Massachusetts
$268M +$4.95M +36,597 +2%
BFA
7
BlackRock Fund Advisors
California
$243M +$10.3M +75,923 +5%
Fisher Asset Management
8
Fisher Asset Management
Washington
$209M -$678K -5,015 -0.3%
BIT
9
BlackRock Institutional Trust
California
$208M -$20.7M -153,185 -10%
Capital Research Global Investors
10
Capital Research Global Investors
California
$197M
CWAM
11
Columbia Wanger Asset Management
Illinois
$144M -$19.1M -141,219 -12%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$143M -$193K -1,430 -0.1%
Ameriprise
13
Ameriprise
Minnesota
$139M +$8.8M +65,087 +7%
AllianceBernstein
14
AllianceBernstein
Tennessee
$138M -$7.13M -52,778 -5%
Invesco
15
Invesco
Georgia
$128M +$878K +6,492 +0.7%
ClearBridge Investments
16
ClearBridge Investments
New York
$103M -$21.2M -156,835 -18%
O
17
OppenheimerFunds
New York
$100M +$80.5M +595,480 +591%
WHG
18
Westwood Holdings Group
Texas
$97.9M -$11.7M -86,688 -11%
Capital World Investors
19
Capital World Investors
California
$93.9M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$89.7M +$79M +584,606 +1,522%
JHIU
21
Janus Henderson Investors US
Colorado
$89.3M +$1.75M +12,920 +2%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$87.3M +$20.1M +148,993 +33%
American Century Companies
23
American Century Companies
Missouri
$80.2M -$6.67M -49,369 -8%
WRF
24
Waddell & Reed Financial
Kansas
$75.5M -$838K -6,200 -1%
Bank of America
25
Bank of America
North Carolina
$69.7M +$24.1M +178,111 +58%

SIVB Hedge Fund Activity: Q2 2015 in Review

334 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2015, worth a combined $6.66B — up 15% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SIVB positions and 22 closed out — a net gain of 28 holders — while 110 added to existing stakes and 130 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $80.5M. The largest seller was Millennium Management, cutting an estimated $44.2M.

  • 334 institutional investors held SVB Financial Group (SIVB) as of Q2 2015, up from 307 in Q1 2015.
  • Funds reported $6.66B of SVB Financial Group stock for Q2 2015, up 15% quarter-over-quarter.
  • 50 funds opened new SVB Financial Group positions in Q2 2015 and 22 closed out, a net change of +28 holders.
  • The largest SVB Financial Group buyer in Q2 2015 was OppenheimerFunds, an estimated $80.5M added.
  • The largest SVB Financial Group seller in Q2 2015 was Millennium Management, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2015.