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SIVB

SVB Financial Group

Delisted

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

422 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 152 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)

6% more capital invested

Capital invested by funds: $8.59B → $9.09B (+$502M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

2% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 152

0% less funds holding

Funds holding: 423422 (-1)

48% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $50M

Holders
422
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
48
Increased
155
Reduced
152
Closed
44
Calls
$26.2M
Puts
$50M
Net Calls
-$23.8M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$928M -$57.9M -329,422 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$824M +$4.57M +25,986 +0.6%
State Street
3
State Street
Massachusetts
$489M +$31.9M +181,246 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$465M +$62.4M +354,948 +17%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$329M -$71.7M -407,836 -19%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$303M +$64.1M +364,303 +29%
HL
7
Harding Loevner
New Jersey
$288M -$3.55M -20,206 -1%
Fisher Asset Management
8
Fisher Asset Management
Washington
$270M -$168K -958 -0.1%
Artisan Partners
9
Artisan Partners
Wisconsin
$230M -$9M -51,186 -4%
Capital Research Global Investors
10
Capital Research Global Investors
California
$212M -$172M -976,110 -46%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$186M +$1.31M +7,440 +0.8%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$155M -$2.37M -13,463 -2%
Victory Capital Management
13
Victory Capital Management
Texas
$136M +$4.03M +22,905 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$134M +$4.69M +26,693 +4%
Capital World Investors
15
Capital World Investors
California
$132M
AllianceBernstein
16
AllianceBernstein
Tennessee
$132M +$3.2M +18,173 +3%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M -$5.24M -29,771 -5%
Invesco
18
Invesco
Georgia
$112M -$7.6M -43,218 -7%
Goldman Sachs
19
Goldman Sachs
New York
$108M -$1.11M -6,323 -1%
Franklin Resources
20
Franklin Resources
California
$96.1M -$175K -995 -0.2%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$95.9M +$90.1M +512,600 New
Bank of America
22
Bank of America
North Carolina
$95.6M -$2.64M -15,013 -3%
Northern Trust
23
Northern Trust
Illinois
$89.5M -$1.05M -5,996 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$85.1M +$1.61M +9,137 +2%
SO
25
STRS Ohio
Ohio
$76.3M +$2.96M +16,811 +4%

SIVB Hedge Fund Activity: Q3 2017 in Review

422 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2017, worth a combined $9.09B — up 5.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SIVB positions and 44 closed out — a net gain of 4 holders — while 155 added to existing stakes and 152 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $90.1M. The largest seller was Capital Research Global Investors, cutting an estimated $172M.

  • 422 institutional investors held SVB Financial Group (SIVB) as of Q3 2017, down from 423 in Q2 2017.
  • Funds reported $9.09B of SVB Financial Group stock for Q3 2017, up 5.8% quarter-over-quarter.
  • 48 funds opened new SVB Financial Group positions in Q3 2017 and 44 closed out, a net change of +4 holders.
  • The largest SVB Financial Group buyer in Q3 2017 was CI Investments Inc, an estimated $90.1M added.
  • The largest SVB Financial Group seller in Q3 2017 was Capital Research Global Investors, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2017.