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SIVB

SVB Financial Group

Delisted

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

391 hedge funds and large institutions have $9.22B invested in SVB Financial Group in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $8.5B → $9.22B (+$716M)

3% more funds holding

Funds holding: 381391 (+10)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

43% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $49.5M

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
9.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
61
Increased
136
Reduced
146
Closed
44
Calls
$28.1M
Puts
$49.5M
Net Calls
-$21.4M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$845M +$820M +4,511,145 +16,193%
Vanguard Group
2
Vanguard Group
Pennsylvania
$783M +$50.1M +275,274 +7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$437M -$54.3M -298,815 -11%
State Street
4
State Street
Massachusetts
$399M -$33.2M -182,661 -8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$384M +$223M +1,227,406 +147%
Artisan Partners
6
Artisan Partners
Wisconsin
$318M -$404K -2,222 -0.1%
HL
7
Harding Loevner
New Jersey
$303M -$193M -1,059,959 -39%
Fisher Asset Management
8
Fisher Asset Management
Washington
$282M -$13.7M -75,518 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$280M -$33.3M -183,350 -11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$235M -$27.2M -149,376 -11%
JHIU
11
Janus Henderson Investors US
Colorado
$182M +$23.9M +131,207 +16%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$161M +$17.5M +96,425 +13%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$160M -$1.42M -7,823 -0.9%
Bank of America
14
Bank of America
North Carolina
$137M -$3.96M -21,774 -3%
Victory Capital Management
15
Victory Capital Management
Texas
$137M -$14.1M -77,431 -10%
Invesco
16
Invesco
Georgia
$135M -$24.8M -136,180 -16%
Capital World Investors
17
Capital World Investors
California
$131M +$9.64M +53,000 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$125M +$5.04M +27,737 +4%
AllianceBernstein
19
AllianceBernstein
Tennessee
$125M -$15.5M -85,079 -11%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M +$1.97M +10,837 +2%
Franklin Resources
21
Franklin Resources
California
$102M +$14.1M +77,676 +16%
TCM
22
TimesSquare Capital Management
New York
$94.6M -$15.5M -85,150 -14%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$91.7M +$46.8M +257,267 +109%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$88.7M +$35.3M +194,148 +69%
American Century Companies
25
American Century Companies
Missouri
$82.2M -$1.58M -8,677 -2%

SIVB Hedge Fund Activity: Q1 2017 in Review

391 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2017, worth a combined $9.22B — up 8.4% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SIVB positions and 44 closed out — a net gain of 17 holders — while 136 added to existing stakes and 146 trimmed.

The largest buyer was BlackRock, adding an estimated $820M. The largest seller was Harding Loevner, cutting an estimated $193M.

  • 391 institutional investors held SVB Financial Group (SIVB) as of Q1 2017, up from 381 in Q4 2016.
  • Funds reported $9.22B of SVB Financial Group stock for Q1 2017, up 8.4% quarter-over-quarter.
  • 61 funds opened new SVB Financial Group positions in Q1 2017 and 44 closed out, a net change of +17 holders.
  • The largest SVB Financial Group buyer in Q1 2017 was BlackRock, an estimated $820M added.
  • The largest SVB Financial Group seller in Q1 2017 was Harding Loevner, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2017.