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SIVB

SVB Financial Group

Delisted

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

345 hedge funds and large institutions have $5.57B invested in SVB Financial Group in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 112 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 112

5% more capital invested

Capital invested by funds: $5.31B → $5.57B (+$256M)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 347345 (-2)

77% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $48.1M

Holders
345
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
42
Increased
144
Reduced
112
Closed
41
Calls
$11.2M
Puts
$48.1M
Net Calls
-$36.9M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$421M +$14.1M +113,320 +3%
State Street
2
State Street
Massachusetts
$292M +$72.1M +581,668 +31%
JP Morgan Chase
3
JP Morgan Chase
New York
$263M -$16.3M -131,779 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$241M -$12.1M -97,483 -5%
BFA
5
BlackRock Fund Advisors
California
$223M +$18M +145,026 +8%
HL
6
Harding Loevner
New Jersey
$220M -$31.9M -256,840 -12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$205M -$43M -346,750 -17%
BIT
8
BlackRock Institutional Trust
California
$177M +$4.8M +38,685 +3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$168M -$645K -5,200 -0.4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$124M +$1.38M +11,114 +1%
Invesco
11
Invesco
Georgia
$124M +$26.6M +214,608 +26%
Citadel Advisors
12
Citadel Advisors
Florida
$117M +$31.4M +252,806 +34%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$110M -$9.15M -73,734 -7%
Bank of America
14
Bank of America
North Carolina
$109M -$4.1M -33,081 -3%
O
15
OppenheimerFunds
New York
$86.6M +$8.69M +70,030 +11%
UIM
16
USS Investment Management
United Kingdom
$79M
Capital World Investors
17
Capital World Investors
California
$77.6M
Victory Capital Management
18
Victory Capital Management
Texas
$75.6M +$485K +3,908 +0.6%
CWAM
19
Columbia Wanger Asset Management
Illinois
$65.8M -$45.9M -370,222 -40%
Millennium Management
20
Millennium Management
New York
$65.3M +$26M +209,285 +62%
ClearBridge Investments
21
ClearBridge Investments
New York
$60.9M -$16.9M -136,549 -21%
SC
22
Samlyn Capital
New York
$60.3M +$33.5M +270,100 +114%
Franklin Resources
23
Franklin Resources
California
$59.1M -$9.37M -75,580 -13%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$58.5M +$23.9M +192,649 +64%
Ameriprise
25
Ameriprise
Minnesota
$53.5M -$2.44M -19,691 -4%

SIVB Hedge Fund Activity: Q4 2015 in Review

345 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2015, worth a combined $5.57B — up 4.8% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SIVB positions and 41 closed out — a net gain of 1 holder — while 144 added to existing stakes and 112 trimmed.

The largest buyer was State Street, adding an estimated $72.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $158M sold.

  • 345 institutional investors held SVB Financial Group (SIVB) as of Q4 2015, down from 347 in Q3 2015.
  • Funds reported $5.57B of SVB Financial Group stock for Q4 2015, up 4.8% quarter-over-quarter.
  • 42 funds opened new SVB Financial Group positions in Q4 2015 and 41 closed out, a net change of +1 holder.
  • The largest SVB Financial Group buyer in Q4 2015 was State Street, an estimated $72.1M added.
  • The largest SVB Financial Group seller in Q4 2015 was Capital Research Global Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2015.