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SIVB

SVB Financial Group

Delisted

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

478 hedge funds and large institutions have $11.1B invested in SVB Financial Group in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

22% more capital invested

Capital invested by funds: $9.09B → $11.1B (+$1.97B)

13% more funds holding

Funds holding: 422478 (+56)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 161

27% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $88.1M

Holders
478
Holders Change
+56
Holders Change %
+13.27%
% of All Funds
10.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
156
Reduced
161
Closed
36
Calls
$63.9M
Puts
$88.1M
Net Calls
-$24.1M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.19B +$31.3M +146,741 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B +$23.5M +110,131 +3%
State Street
3
State Street
Massachusetts
$569M -$38.6M -181,154 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$561M -$18.8M -88,419 -4%
HL
5
Harding Loevner
New Jersey
$352M -$7.36M -34,551 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$344M -$61.4M -288,255 -16%
Fisher Asset Management
7
Fisher Asset Management
Washington
$330M -$6.44M -30,220 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$291M -$79.8M -374,374 -23%
Capital Research Global Investors
9
Capital Research Global Investors
California
$264M +$5.75K +27 +0%
Artisan Partners
10
Artisan Partners
Wisconsin
$238M -$44.9M -210,791 -17%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$196M +$2.81M +13,194 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$195M -$34.8M -163,301 -16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$190M +$20.5M +96,313 +13%
Capital World Investors
14
Capital World Investors
California
$165M
Victory Capital Management
15
Victory Capital Management
Texas
$156M -$12.3M -57,687 -8%
AllianceBernstein
16
AllianceBernstein
Tennessee
$145M -$18.1M -84,986 -12%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131M -$12.9M -60,560 -10%
Goldman Sachs
18
Goldman Sachs
New York
$128M -$6.15M -28,853 -5%
Invesco
19
Invesco
Georgia
$120M -$18.3M -85,844 -14%
Franklin Resources
20
Franklin Resources
California
$111M -$8.12M -38,123 -7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$108M +$1.48M +6,947 +2%
Northern Trust
22
Northern Trust
Illinois
$105M -$6M -28,160 -6%
Bank of America
23
Bank of America
North Carolina
$105M -$13.6M -63,930 -13%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$86.1M +$46.2M +216,620 +143%
American Century Companies
25
American Century Companies
Missouri
$85.7M -$1.44M -6,774 -2%

SIVB Hedge Fund Activity: Q4 2017 in Review

478 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2017, worth a combined $11.1B — up 22% from $9.09B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SIVB positions and 36 closed out — a net gain of 58 holders — while 156 added to existing stakes and 161 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $46.2M. The largest seller was CI Investments Inc, exiting entirely with an estimated $95.9M sold.

  • 478 institutional investors held SVB Financial Group (SIVB) as of Q4 2017, up from 422 in Q3 2017.
  • Funds reported $11.1B of SVB Financial Group stock for Q4 2017, up 22% quarter-over-quarter.
  • 94 funds opened new SVB Financial Group positions in Q4 2017 and 36 closed out, a net change of +58 holders.
  • The largest SVB Financial Group buyer in Q4 2017 was Lord, Abbett & Co, an estimated $46.2M added.
  • The largest SVB Financial Group seller in Q4 2017 was CI Investments Inc, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2017.