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SIVB

SVB Financial Group

Delisted

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

602 hedge funds and large institutions have $13.7B invested in SVB Financial Group in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 185 increasing their positions, 238 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 30

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

19% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.17B)

14% more funds holding

Funds holding: 530602 (+72)

22% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 238

46% less call options, than puts

Call options by funds: $70.7M | Put options by funds: $131M

Holders
602
Holders Change
+72
Holders Change %
+13.58%
% of All Funds
13.78%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
104
Increased
185
Reduced
238
Closed
30
Calls
$70.7M
Puts
$131M
Net Calls
-$60.1M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B +$38.2M +130,104 +2%
BlackRock
2
BlackRock
New York
$1.09B -$32.4M -110,220 -3%
State Street
3
State Street
Massachusetts
$777M -$79.1M -269,100 -9%
JP Morgan Chase
4
JP Morgan Chase
New York
$455M -$252M -857,066 -35%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$377M +$138M +471,329 +56%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$339M -$110M -374,147 -24%
Fisher Asset Management
7
Fisher Asset Management
Washington
$332M -$52M -176,841 -13%
HL
8
Harding Loevner
New Jersey
$256M -$10.6M -35,958 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$242M -$3.05M -10,386 -1%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$241M -$3.09M -10,521 -1%
Artisan Partners
11
Artisan Partners
Wisconsin
$235M -$35.3M -120,116 -13%
Millennium Management
12
Millennium Management
New York
$223M +$109M +371,684 +93%
Capital International Investors
13
Capital International Investors
California
$218M +$73.4M +249,858 +49%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$201M -$39.2M -133,312 -16%
Capital World Investors
15
Capital World Investors
California
$200M +$12M +41,000 +6%
Capital Research Global Investors
16
Capital Research Global Investors
California
$192M -$137M -466,040 -41%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$186M -$4.86M -16,554 -2%
Bank of America
18
Bank of America
North Carolina
$176M +$38.2M +129,849 +27%
Goldman Sachs
19
Goldman Sachs
New York
$173M -$21.2M -72,242 -11%
Northern Trust
20
Northern Trust
Illinois
$153M +$276K +939 +0.2%
Deutsche Bank
21
Deutsche Bank
Germany
$147M +$34.5M +117,349 +30%
Franklin Resources
22
Franklin Resources
California
$142M +$4.69M +15,973 +3%
Victory Capital Management
23
Victory Capital Management
Texas
$133M -$53M -180,269 -28%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132M -$22.8M -77,566 -15%
AllianceBernstein
25
AllianceBernstein
Tennessee
$132M -$40.3M -137,007 -23%

SIVB Hedge Fund Activity: Q2 2018 in Review

602 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2018, worth a combined $13.7B — up 19% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SIVB positions and 30 closed out — a net gain of 74 holders — while 185 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $252M.

  • 602 institutional investors held SVB Financial Group (SIVB) as of Q2 2018, up from 530 in Q1 2018.
  • Funds reported $13.7B of SVB Financial Group stock for Q2 2018, up 19% quarter-over-quarter.
  • 104 funds opened new SVB Financial Group positions in Q2 2018 and 30 closed out, a net change of +74 holders.
  • The largest SVB Financial Group buyer in Q2 2018 was Bank of New York Mellon, an estimated $138M added.
  • The largest SVB Financial Group seller in Q2 2018 was JP Morgan Chase, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.