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SIVB

SVB Financial Group

Delisted

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

474 hedge funds and large institutions have $7.18B invested in SVB Financial Group in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 190 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 560474 (-86)

16% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 190

40% less capital invested

Capital invested by funds: $11.9B → $7.18B (-$4.72B)

57% less call options, than puts

Call options by funds: $37.9M | Put options by funds: $87.7M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

65% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 124

Holders
474
Holders Change
-86
Holders Change %
-15.36%
% of All Funds
10.45%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
44
Increased
159
Reduced
190
Closed
124
Calls
$37.9M
Puts
$87.7M
Net Calls
-$49.8M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$869M +$28.8M +130,970 +2%
BlackRock
2
BlackRock
New York
$565M +$14.4M +65,543 +2%
State Street
3
State Street
Massachusetts
$392M -$27.2M -123,596 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$292M +$76.9M +349,409 +22%
Capital International Investors
5
Capital International Investors
California
$276M +$48.6M +220,919 +14%
Capital Research Global Investors
6
Capital Research Global Investors
California
$234M +$249M +1,130,650 +269%
Capital World Investors
7
Capital World Investors
California
$179M +$1.76K +8 +0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$167M -$20.2M -92,004 -8%
APG Asset Management
9
APG Asset Management
Netherlands
$152M +$2.37M +10,763 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$146M +$2.55M +11,566 +1%
Morgan Stanley
11
Morgan Stanley
New York
$141M +$29.7M +134,898 +17%
ATO
12
Alecta Tjanstepension Omsesidigt
Sweden
$133M +$84.7M +385,000 +77%
Fisher Asset Management
13
Fisher Asset Management
Washington
$118M -$12.7M -57,600 -7%
Invesco
14
Invesco
Georgia
$118M -$38.8M -176,107 -18%
HL
15
Harding Loevner
New Jersey
$113M -$473K -2,149 -0.3%
Swedbank
16
Swedbank
Sweden
$105M +$39.3M +178,400 +35%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$96.2M -$38M -172,611 -21%
SSM
18
Sound Shore Management
Connecticut
$88.7M +$11.1M +50,553 +9%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$87.2M +$3.4M +15,466 +3%
Northern Trust
20
Northern Trust
Illinois
$82.8M +$1.08M +4,888 +0.9%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$78.1M -$1.91M -8,682 -2%
Norges Bank
22
Norges Bank
Norway
$77.6M -$618K -2,809 -0.5%
Goldman Sachs
23
Goldman Sachs
New York
$75.9M -$38.9M -176,537 -26%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$74.4M +$16.9M +76,789 +18%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$67.1M +$3.55M +16,119 +4%