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SIVB

SVB Financial Group

Delisted

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

423 hedge funds and large institutions have $8.59B invested in SVB Financial Group in 2017 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 137 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 42

8% more funds holding

Funds holding: 391423 (+32)

7% less capital invested

Capital invested by funds: $9.22B → $8.59B (-$629M)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 156

55% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $50.9M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
423
Holders Change
+32
Holders Change %
+8.18%
% of All Funds
10.55%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
78
Increased
137
Reduced
156
Closed
42
Calls
$22.8M
Puts
$50.9M
Net Calls
-$28.1M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$930M +$134M +748,591 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$769M +$30.6M +170,941 +4%
State Street
3
State Street
Massachusetts
$428M +$51.7M +288,697 +13%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$381M -$32.7M -182,826 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$375M +$113M +629,917 +42%
Capital Research Global Investors
6
Capital Research Global Investors
California
$370M +$8.17M +45,620 +2%
HL
7
Harding Loevner
New Jersey
$274M -$12M -66,865 -4%
Fisher Asset Management
8
Fisher Asset Management
Washington
$253M -$13.3M -74,514 -5%
Artisan Partners
9
Artisan Partners
Wisconsin
$225M -$76.9M -429,295 -25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$220M -$1.25M -6,992 -0.6%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$174M +$177M +988,262 New
Neuberger Berman Group
12
Neuberger Berman Group
New York
$148M -$3.56M -19,889 -2%
Capital World Investors
13
Capital World Investors
California
$124M
Victory Capital Management
14
Victory Capital Management
Texas
$124M -$5.67M -31,677 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$121M +$3.3M +18,406 +3%
AllianceBernstein
16
AllianceBernstein
Tennessee
$121M +$2.85M +15,895 +2%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M +$4.66M +25,996 +4%
Invesco
18
Invesco
Georgia
$113M -$14.7M -81,877 -11%
Goldman Sachs
19
Goldman Sachs
New York
$103M +$32.1M +179,204 +44%
Bank of America
20
Bank of America
North Carolina
$92.5M -$38M -212,027 -29%
Franklin Resources
21
Franklin Resources
California
$90.5M -$6.18M -34,488 -6%
Northern Trust
22
Northern Trust
Illinois
$85.1M +$7.72M +43,105 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$78.4M +$5.72M +31,958 +8%
ClearBridge Investments
24
ClearBridge Investments
New York
$71.3M +$222K +1,237 +0.3%
SO
25
STRS Ohio
Ohio
$68.7M -$4.88M -27,238 -7%

SIVB Hedge Fund Activity: Q2 2017 in Review

423 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2017, worth a combined $8.59B — down 6.8% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SIVB positions and 42 closed out — a net gain of 36 holders — while 137 added to existing stakes and 156 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $177M. The largest seller was Credit Agricole, cutting an estimated $168M.

  • 423 institutional investors held SVB Financial Group (SIVB) as of Q2 2017, up from 391 in Q1 2017.
  • Funds reported $8.59B of SVB Financial Group stock for Q2 2017, down 6.8% quarter-over-quarter.
  • 78 funds opened new SVB Financial Group positions in Q2 2017 and 42 closed out, a net change of +36 holders.
  • The largest SVB Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $177M added.
  • The largest SVB Financial Group seller in Q2 2017 was Credit Agricole, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2017.