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SIVB

SVB Financial Group

Delisted

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

326 hedge funds and large institutions have $5.32B invested in SVB Financial Group in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $4.6B → $5.32B (+$719M)

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

1% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $20M

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

1% less funds holding

Funds holding: 330326 (-4)

Holders
326
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
8.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
128
Reduced
113
Closed
44
Calls
$20.3M
Puts
$20M
Net Calls
+$277K
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$422M +$9.54M +91,610 +2%
HL
2
Harding Loevner
New Jersey
$320M +$787K +7,558 +0.3%
State Street
3
State Street
Massachusetts
$253M -$5.65M -54,302 -2%
BFA
4
BlackRock Fund Advisors
California
$221M +$9.13M +87,680 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$221M +$6.59M +63,269 +3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$180M -$700K -6,720 -0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$173M -$3.88M -37,264 -2%
BIT
8
BlackRock Institutional Trust
California
$170M +$242K +2,325 +0.2%
Artisan Partners
9
Artisan Partners
Wisconsin
$165M +$57.3M +550,128 +58%
JP Morgan Chase
10
JP Morgan Chase
New York
$126M -$10.3M -99,130 -8%
TCM
11
TimesSquare Capital Management
New York
$123M -$14M -134,300 -11%
AllianceBernstein
12
AllianceBernstein
Tennessee
$104M -$7.81M -75,003 -7%
Bank of America
13
Bank of America
North Carolina
$102M +$7.65M +73,477 +9%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$98.6M -$548K -5,269 -0.6%
CWAM
15
Columbia Wanger Asset Management
Illinois
$83.7M -$9.47M -91,011 -11%
Victory Capital Management
16
Victory Capital Management
Texas
$83.2M -$2.06M -19,825 -3%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4M -$1.61M -15,502 -2%
Invesco
18
Invesco
Georgia
$75.9M -$54.7M -525,816 -43%
Citadel Advisors
19
Citadel Advisors
Florida
$75.9M +$13.1M +126,036 +22%
Capital World Investors
20
Capital World Investors
California
$72.1M
MDSL
21
M.D. Sass LLC
New York
$64.1M +$15.7M +150,390 +35%
WRF
22
Waddell & Reed Financial
Kansas
$60.7M +$14.6M +140,400 +34%
SO
23
STRS Ohio
Ohio
$54.9M +$4.79M +46,000 +10%
Franklin Resources
24
Franklin Resources
California
$53.3M +$52K +500 +0.1%
American Century Companies
25
American Century Companies
Missouri
$52.9M -$22.5K -216 -0%

SIVB Hedge Fund Activity: Q3 2016 in Review

326 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2016, worth a combined $5.32B — up 16% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SIVB and 43 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 128 added.

The largest buyer was Artisan Partners, adding an estimated $57.3M. The largest seller was Invesco, cutting an estimated $54.7M.

  • 326 institutional investors held SVB Financial Group (SIVB) as of Q3 2016, down from 330 in Q2 2016.
  • Funds reported $5.32B of SVB Financial Group stock for Q3 2016, up 16% quarter-over-quarter.
  • 43 funds opened new SVB Financial Group positions in Q3 2016 and 44 closed out, a net change of -1 holder.
  • The largest SVB Financial Group buyer in Q3 2016 was Artisan Partners, an estimated $57.3M added.
  • The largest SVB Financial Group seller in Q3 2016 was Invesco, an estimated $54.7M sold.

Based on aggregated 13F filings for Q3 2016.