We are live on ! Find out more
SIVB

SVB Financial Group

Delisted

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

530 hedge funds and large institutions have $11.6B invested in SVB Financial Group in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

11% more funds holding

Funds holding: 478530 (+52)

5% more capital invested

Capital invested by funds: $11.1B → $11.6B (+$503M)

1% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 181

44% less call options, than puts

Call options by funds: $47.7M | Put options by funds: $85.9M

Holders
530
Holders Change
+52
Holders Change %
+10.88%
% of All Funds
12.15%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
104
Increased
180
Reduced
181
Closed
45
Calls
$47.7M
Puts
$85.9M
Net Calls
-$38.2M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B +$209M +832,221 +18%
BlackRock
2
BlackRock
New York
$930M -$309M -1,230,795 -24%
State Street
3
State Street
Massachusetts
$710M +$132M +526,940 +22%
JP Morgan Chase
4
JP Morgan Chase
New York
$584M +$7.57M +30,143 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M +$19.9M +79,424 +5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$319M -$20.7M -82,526 -6%
Capital Research Global Investors
7
Capital Research Global Investors
California
$271M +$7.03K +28 +0%
Artisan Partners
8
Artisan Partners
Wisconsin
$224M -$21.3M -84,940 -8%
HL
9
Harding Loevner
New Jersey
$222M -$146M -580,580 -39%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$203M +$8.78M +34,980 +4%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$203M +$1.35M +5,374 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$200M -$103M -409,096 -33%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$199M -$737K -2,936 -0.4%
Goldman Sachs
14
Goldman Sachs
New York
$161M +$30.6M +121,817 +22%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$159M +$50.5M +201,326 +44%
Capital World Investors
16
Capital World Investors
California
$157M -$13.3M -53,000 -8%
Victory Capital Management
17
Victory Capital Management
Texas
$154M -$6.82M -27,186 -4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$142M -$6.58M -26,233 -4%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128M -$5.94M -23,651 -4%
Northern Trust
20
Northern Trust
Illinois
$127M +$19.4M +77,465 +17%
Capital International Investors
21
Capital International Investors
California
$121M +$127M +506,144 New
Bank of America
22
Bank of America
North Carolina
$115M +$8.33M +33,192 +7%
Franklin Resources
23
Franklin Resources
California
$114M -$97.4K -388 -0.1%
Millennium Management
24
Millennium Management
New York
$95.8M +$63.8M +254,116 +175%
Deutsche Bank
25
Deutsche Bank
Germany
$94.2M +$28.2M +112,336 +40%

SIVB Hedge Fund Activity: Q1 2018 in Review

530 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2018, worth a combined $11.6B — up 4.5% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SIVB positions and 45 closed out — a net gain of 59 holders — while 180 added to existing stakes and 181 trimmed.

The largest buyer was Vanguard Group, adding an estimated $209M. The largest seller was BlackRock, cutting an estimated $309M.

  • 530 institutional investors held SVB Financial Group (SIVB) as of Q1 2018, up from 478 in Q4 2017.
  • Funds reported $11.6B of SVB Financial Group stock for Q1 2018, up 4.5% quarter-over-quarter.
  • 104 funds opened new SVB Financial Group positions in Q1 2018 and 45 closed out, a net change of +59 holders.
  • The largest SVB Financial Group buyer in Q1 2018 was Vanguard Group, an estimated $209M added.
  • The largest SVB Financial Group seller in Q1 2018 was BlackRock, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2018.