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SIVB

SVB Financial Group

Delisted

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

546 hedge funds and large institutions have $9.96B invested in SVB Financial Group in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 177 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 66

0% less funds holding

Funds holding: 547546 (-1)

7% less capital invested

Capital invested by funds: $10.7B → $9.96B (-$699M)

14% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 206

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

63% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $195M

Holders
546
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
177
Reduced
206
Closed
66
Calls
$72.1M
Puts
$195M
Net Calls
-$123M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B -$947K -4,518 -0.1%
BlackRock
2
BlackRock
New York
$763M +$7.37M +35,159 +1%
State Street
3
State Street
Massachusetts
$561M -$3.68M -17,550 -0.6%
Capital International Investors
4
Capital International Investors
California
$341M +$5.26M +25,116 +2%
Invesco
5
Invesco
Georgia
$312M +$14M +66,639 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$311M -$80.4M -383,752 -21%
Capital World Investors
7
Capital World Investors
California
$248M -$11.6M -55,205 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$241M +$23.8M +113,617 +11%
Fisher Asset Management
9
Fisher Asset Management
Washington
$210M -$2.14M -10,211 -1%
Goldman Sachs
10
Goldman Sachs
New York
$208M +$18.5M +88,500 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$194M +$4.94M +23,572 +3%
HL
12
Harding Loevner
New Jersey
$176M +$42.8M +204,365 +32%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$172M -$4.34M -20,718 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$162M -$80.2M -382,657 -33%
Swedbank
15
Swedbank
Sweden
$160M +$161M +767,616 New
Morgan Stanley
16
Morgan Stanley
New York
$159M +$37.2M +177,406 +30%
APG Asset Management
17
APG Asset Management
Netherlands
$149M +$69.6M +331,896 +75%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$145M -$53.3M -254,173 -27%
Deutsche Bank
19
Deutsche Bank
Germany
$119M -$24.7M -117,906 -17%
Northern Trust
20
Northern Trust
Illinois
$115M -$4.19M -20,007 -4%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$113M -$6.34M -30,274 -5%
Norges Bank
22
Norges Bank
Norway
$109M -$564K -2,689 -0.5%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$104M +$83.8M +400,000 +400%
Ameriprise
24
Ameriprise
Minnesota
$94.5M -$6.81M -32,485 -7%
Bank of America
25
Bank of America
North Carolina
$89M -$14.8M -70,848 -14%

SIVB Hedge Fund Activity: Q3 2019 in Review

546 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2019, worth a combined $9.96B — down 6.6% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SIVB positions and 66 closed out — a net gain of 1 holder — while 177 added to existing stakes and 206 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $161M. The largest seller was JP Morgan Chase, cutting an estimated $80.4M.

  • 546 institutional investors held SVB Financial Group (SIVB) as of Q3 2019, down from 547 in Q2 2019.
  • Funds reported $9.96B of SVB Financial Group stock for Q3 2019, down 6.6% quarter-over-quarter.
  • 67 funds opened new SVB Financial Group positions in Q3 2019 and 66 closed out, a net change of +1 holder.
  • The largest SVB Financial Group buyer in Q3 2019 was Swedbank, an estimated $161M added.
  • The largest SVB Financial Group seller in Q3 2019 was JP Morgan Chase, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2019.