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SIVB

SVB Financial Group
SIVB

Delisted

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

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343 hedge funds and large institutions have $4.96B invested in SVB Financial Group in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 111 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 111

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

0% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 66

1% less funds holding

Funds holding: 345 → 343 (-2)

11% less capital invested

Capital invested by funds: $5.57B → $4.96B (-$604M)

71% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $82.2M

Holders
343
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
9.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
66
Increased
135
Reduced
111
Closed
66
Calls
$23.6M
Puts
$82.2M
Net Calls
-$58.5M
Net Calls Change
-$21.6M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$99.3M
2
Artisan Partners
Artisan Partners
Wisconsin
+$64.6M
3
TCM
TimesSquare Capital Management
New York
+$46.3M
4
TCM
Tran Capital Management
California
+$24.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$21.6M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$79M
2
O
OppenheimerFunds
New York
-$70.3M
3
SC
Samlyn Capital
New York
-$60.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.1M
5
Jennison Associates
Jennison Associates
New York
-$37.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$369M +$7.3M +75,465 +2%
HL
2
Harding Loevner
New Jersey
$293M +$99.3M +1,026,422 +56%
JP Morgan Chase
3
JP Morgan Chase
New York
$241M +$14.5M +149,438 +7%
State Street
4
State Street
Massachusetts
$227M -$22.6M -233,733 -10%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$195M -$11M -114,110 -6%
BFA
6
BlackRock Fund Advisors
California
$185M -$5.57M -57,556 -3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$176M +$20M +207,215 +15%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$171M -$4.51M -46,632 -3%
BIT
9
BlackRock Institutional Trust
California
$151M -$1.4M -14,444 -1%
Invesco
10
Invesco
Georgia
$124M +$16.9M +175,028 +17%
AllianceBernstein
11
AllianceBernstein
Tennessee
$110M +$3.11M +32,103 +3%
Bank of America
12
Bank of America
North Carolina
$104M +$9.88M +102,150 +11%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$94.4M +$26.8K +277 +0%
Victory Capital Management
14
Victory Capital Management
Texas
$87.6M +$21.6M +222,766 +35%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.1M +$2.14M +22,101 +3%
Artisan Partners
16
Artisan Partners
Wisconsin
$68.2M +$64.6M +667,889 New
VOYA Investment Management
17
VOYA Investment Management
Georgia
$67.4M +$16.3M +168,265 +34%
CWAM
18
Columbia Wanger Asset Management
Illinois
$66.9M +$9.93M +102,628 +19%
Capital World Investors
19
Capital World Investors
California
$66.6M – – –
Citadel Advisors
20
Citadel Advisors
Florida
$55.3M -$43.1M -445,145 -45%
TCM
21
TimesSquare Capital Management
New York
$48.9M +$46.3M +478,900 New
Franklin Resources
22
Franklin Resources
California
$48.3M -$2.38M -24,550 -5%
Millennium Management
23
Millennium Management
New York
$46.6M -$8.96M -92,564 -17%
WRF
24
Waddell & Reed Financial
Kansas
$41.7M – – –
BCM
25
Basswood Capital Management
New York
$41M +$12.6M +130,479 +48%
1
2 3 4 5

SIVB Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2016, worth a combined $4.96B — down 11% from $5.57B a quarter earlier.

Fund positioning in SIVB was balanced in Q1 2016: 66 funds opened new positions, 66 closed out, 135 added to existing stakes and 111 trimmed.

The largest buyer was Harding Loevner, adding an estimated $99.3M. The largest seller was USS Investment Management, exiting entirely with an estimated $79M sold.

  • 343 institutional investors held SVB Financial Group (SIVB) as of Q1 2016, down from 345 in Q4 2015.
  • Funds reported $4.96B of SVB Financial Group stock for Q1 2016, down 11% quarter-over-quarter.
  • 66 funds opened new SVB Financial Group positions in Q1 2016 and 66 closed out, a net change of 0 holders.
  • The largest SVB Financial Group buyer in Q1 2016 was Harding Loevner, an estimated $99.3M added.
  • The largest SVB Financial Group seller in Q1 2016 was USS Investment Management, an estimated $79M sold.

Based on aggregated 13F filings for Q1 2016.