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SIVB

SVB Financial Group

Delisted

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

347 hedge funds and large institutions have $5.31B invested in SVB Financial Group in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 152 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 98

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

4% more funds holding

Funds holding: 334347 (+13)

20% less capital invested

Capital invested by funds: $6.66B → $5.31B (-$1.34B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

38% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $21.3M

Holders
347
Holders Change
+13
Holders Change %
+3.89%
% of All Funds
9.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
56
Increased
152
Reduced
98
Closed
42
Calls
$13.3M
Puts
$21.3M
Net Calls
-$8.04M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M +$10.4M +77,794 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$271M +$15.3M +113,899 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$246M -$9.97M -74,390 -3%
HL
4
Harding Loevner
New Jersey
$243M -$10.6M -79,063 -4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$239M +$14.5M +108,144 +6%
State Street
6
State Street
Massachusetts
$217M +$1.96M +14,594 +0.8%
BFA
7
BlackRock Fund Advisors
California
$200M +$5.41M +40,395 +2%
BIT
8
BlackRock Institutional Trust
California
$168M +$708K +5,287 +0.4%
Fisher Asset Management
9
Fisher Asset Management
Washington
$163M -$5.48M -40,911 -3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$158M
AllianceBernstein
11
AllianceBernstein
Tennessee
$119M +$9.26M +69,144 +7%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$115M +$374K +2,794 +0.3%
Bank of America
13
Bank of America
North Carolina
$110M +$62.9M +469,772 +97%
CWAM
14
Columbia Wanger Asset Management
Illinois
$107M -$10.1M -75,657 -8%
Invesco
15
Invesco
Georgia
$95.3M -$8.66M -64,655 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$84.9M +$60.2M +449,580 +158%
UIM
17
USS Investment Management
United Kingdom
$76.8M +$28.3M +211,474 +47%
O
18
OppenheimerFunds
New York
$76M -$5.12M -38,241 -5%
Capital World Investors
19
Capital World Investors
California
$75.4M
ClearBridge Investments
20
ClearBridge Investments
New York
$75M -$8.74M -65,220 -9%
JHIU
21
Janus Henderson Investors US
Colorado
$73.9M +$2.63M +19,621 +3%
Victory Capital Management
22
Victory Capital Management
Texas
$73M +$84.1M +627,390 +14,486%
Franklin Resources
23
Franklin Resources
California
$66.2M +$28.9M +215,920 +60%
American Century Companies
24
American Century Companies
Missouri
$58.7M -$6.61M -49,351 -9%
Ameriprise
25
Ameriprise
Minnesota
$55M -$65.7M -490,659 -51%

SIVB Hedge Fund Activity: Q3 2015 in Review

347 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2015, worth a combined $5.31B — down 20% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SIVB positions and 42 closed out — a net gain of 14 holders — while 152 added to existing stakes and 98 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $84.1M. The largest seller was Fidelity Investments, cutting an estimated $79.3M.

  • 347 institutional investors held SVB Financial Group (SIVB) as of Q3 2015, up from 334 in Q2 2015.
  • Funds reported $5.31B of SVB Financial Group stock for Q3 2015, down 20% quarter-over-quarter.
  • 56 funds opened new SVB Financial Group positions in Q3 2015 and 42 closed out, a net change of +14 holders.
  • The largest SVB Financial Group buyer in Q3 2015 was Victory Capital Management, an estimated $84.1M added.
  • The largest SVB Financial Group seller in Q3 2015 was Fidelity Investments, an estimated $79.3M sold.

Based on aggregated 13F filings for Q3 2015.