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SIVB

SVB Financial Group

Delisted

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

573 hedge funds and large institutions have $10.7B invested in SVB Financial Group in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 214 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $9.09B → $10.7B (+$1.65B)

8% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 74

0% more funds holding

Funds holding: 573573 (0)

14% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 214

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

48% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $108M

Holders
573
Holders Change
Holders Change %
0%
% of All Funds
12.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
80
Increased
185
Reduced
214
Closed
74
Calls
$55.9M
Puts
$108M
Net Calls
-$52.4M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26B -$17.2M -73,917 -1%
BlackRock
2
BlackRock
New York
$829M -$25.9M -111,079 -3%
State Street
3
State Street
Massachusetts
$587M -$3.1M -13,297 -0.5%
JP Morgan Chase
4
JP Morgan Chase
New York
$444M -$61.9M -266,015 -12%
Capital International Investors
5
Capital International Investors
California
$376M +$47.7M +204,724 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$320M -$11.1M -47,589 -3%
Capital World Investors
7
Capital World Investors
California
$276M -$20.5M -88,000 -7%
Goldman Sachs
8
Goldman Sachs
New York
$227M +$101M +435,015 +74%
Fisher Asset Management
9
Fisher Asset Management
Washington
$225M -$12.5M -53,705 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$212M +$42.1M +180,889 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$192M +$16.3M +70,009 +9%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$190M +$3.58M +15,374 +2%
Bank of America
13
Bank of America
North Carolina
$190M +$15.9M +68,444 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$167M +$8.84M +37,969 +5%
Deutsche Bank
15
Deutsche Bank
Germany
$156M +$41.1M +176,506 +34%
Morgan Stanley
16
Morgan Stanley
New York
$144M +$93.4M +401,279 +163%
HL
17
Harding Loevner
New Jersey
$144M +$3.75M +16,117 +3%
Invesco
18
Invesco
Georgia
$143M -$11.8M -50,532 -7%
TCM
19
TimesSquare Capital Management
New York
$142M +$62M +266,100 +72%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$125M -$22.4M -96,281 -15%
Northern Trust
21
Northern Trust
Illinois
$123M +$2.37M +10,179 +2%
Norges Bank
22
Norges Bank
Norway
$107M +$2.33M +9,998 +2%
O
23
OppenheimerFunds
New York
$101M +$68.2M +292,696 +182%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.9M -$417K -1,789 -0.4%
AAMU
25
Amundi Asset Management US
Massachusetts
$93.2M +$76.3M +327,587 +358%

SIVB Hedge Fund Activity: Q1 2019 in Review

573 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2019, worth a combined $10.7B — up 18% from $9.09B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SIVB positions and 74 closed out — a net gain of 6 holders — while 185 added to existing stakes and 214 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $101M. The largest seller was Citadel Advisors, exiting entirely with an estimated $110M sold.

  • 573 institutional investors held SVB Financial Group (SIVB) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $10.7B of SVB Financial Group stock for Q1 2019, up 18% quarter-over-quarter.
  • 80 funds opened new SVB Financial Group positions in Q1 2019 and 74 closed out, a net change of +6 holders.
  • The largest SVB Financial Group buyer in Q1 2019 was Goldman Sachs, an estimated $101M added.
  • The largest SVB Financial Group seller in Q1 2019 was Citadel Advisors, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2019.