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SIVB

SVB Financial Group

Delisted

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

614 hedge funds and large institutions have $14.8B invested in SVB Financial Group in 2018 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 240 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

2% more funds holding

Funds holding: 602614 (+12)

12% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 240

46% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $130M

Holders
614
Holders Change
+12
Holders Change %
+1.99%
% of All Funds
14.04%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.43%
New
71
Increased
211
Reduced
240
Closed
53
Calls
$70.2M
Puts
$130M
Net Calls
-$59.4M
Net Calls Change
+$712K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74B +$38.3M +121,374 +2%
BlackRock
2
BlackRock
New York
$1.16B -$5.13M -16,255 -0.4%
State Street
3
State Street
Massachusetts
$844M +$7.68M +24,331 +0.9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$474M +$69.1M +219,000 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$415M -$75.8M -240,353 -15%
Fisher Asset Management
6
Fisher Asset Management
Washington
$313M -$45.9M -145,444 -13%
Bank of America
7
Bank of America
North Carolina
$310M +$122M +387,067 +63%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$280M -$86.2M -273,266 -23%
Capital International Investors
9
Capital International Investors
California
$266M +$31.1M +98,590 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$261M -$149K -473 -0.1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$259M -$181K -574 -0.1%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$234M +$17.4M +55,156 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$211M +$10.4M +33,098 +5%
Deutsche Bank
14
Deutsche Bank
Germany
$210M +$52.6M +166,726 +33%
Artisan Partners
15
Artisan Partners
Wisconsin
$209M -$43.8M -138,950 -17%
Capital Research Global Investors
16
Capital Research Global Investors
California
$207M +$2.21K +7 +0%
HL
17
Harding Loevner
New Jersey
$184M -$93.4M -295,928 -33%
Northern Trust
18
Northern Trust
Illinois
$164M -$257K -816 -0.2%
Goldman Sachs
19
Goldman Sachs
New York
$162M -$23.9M -75,760 -13%
Capital World Investors
20
Capital World Investors
California
$159M -$57.7M -183,000 -26%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$144M +$24.1M +76,399 +20%
Franklin Resources
22
Franklin Resources
California
$144M -$9.29M -29,448 -6%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$141M -$1.3M -4,125 -0.9%
Victory Capital Management
24
Victory Capital Management
Texas
$140M -$3.61M -11,436 -2%
Invesco
25
Invesco
Georgia
$129M +$12.9M +41,014 +11%

SIVB Hedge Fund Activity: Q3 2018 in Review

614 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2018, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SIVB positions and 53 closed out — a net gain of 18 holders — while 211 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $122M. The largest seller was Millennium Management, cutting an estimated $118M.

  • 614 institutional investors held SVB Financial Group (SIVB) as of Q3 2018, up from 602 in Q2 2018.
  • Funds reported $14.8B of SVB Financial Group stock for Q3 2018, up 8.1% quarter-over-quarter.
  • 71 funds opened new SVB Financial Group positions in Q3 2018 and 53 closed out, a net change of +18 holders.
  • The largest SVB Financial Group buyer in Q3 2018 was Bank of America, an estimated $122M added.
  • The largest SVB Financial Group seller in Q3 2018 was Millennium Management, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2018.