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SIVB

SVB Financial Group

Delisted

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

527 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $83.8M | Put options by funds: $67.3M

12% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.21B)

3% more funds holding

Funds holding: 512527 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
527
Holders Change
+15
Holders Change %
+2.93%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
169
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B -$27.1M -115,186 -2%
BlackRock
2
BlackRock
New York
$966M -$2.2M -9,338 -0.2%
State Street
3
State Street
Massachusetts
$610M +$5.59M +23,756 +0.9%
Capital International Investors
4
Capital International Investors
California
$464M +$26M +110,602 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$337M -$65.7M -279,436 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$315M +$26.7M +113,401 +9%
ATO
7
Alecta Tjanstepension Omsesidigt
Sweden
$285M +$47.1M +200,000 +20%
Capital World Investors
8
Capital World Investors
California
$236M -$1.88K -8 -0%
Morgan Stanley
9
Morgan Stanley
New York
$221M +$21.9M +93,102 +11%
Capital Research Global Investors
10
Capital Research Global Investors
California
$221M +$21.9K +93 +0%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$211M +$2.7M +11,465 +1%
Invesco
12
Invesco
Georgia
$211M -$15.6M -66,384 -7%
HL
13
Harding Loevner
New Jersey
$181M +$2.89M +12,283 +2%
APG Asset Management
14
APG Asset Management
Netherlands
$181M -$31.2M -132,492 -13%
Swedbank
15
Swedbank
Sweden
$179M +$7.18M +30,500 +4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$173M -$8.26M -35,121 -5%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$166M -$4.58M -19,458 -3%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$159M -$296K -1,257 -0.2%
Northern Trust
19
Northern Trust
Illinois
$134M +$210K +892 +0.2%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$127M +$124M +528,994 New
Victory Capital Management
21
Victory Capital Management
Texas
$117M +$5.41K +23 +0%
Norges Bank
22
Norges Bank
Norway
$116M +$934K +3,971 +0.8%
WRF
23
Waddell & Reed Financial
Kansas
$111M +$3.76M +15,985 +4%
CIP
24
Champlain Investment Partners
Vermont
$106M +$144K +610 +0.1%
Deutsche Bank
25
Deutsche Bank
Germany
$106M +$3.01M +12,796 +3%

SIVB Hedge Fund Activity: Q3 2020 in Review

527 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2020, worth a combined $11.3B — up 12% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SIVB positions and 45 closed out — a net gain of 15 holders — while 169 added to existing stakes and 191 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.3M.

  • 527 institutional investors held SVB Financial Group (SIVB) as of Q3 2020, up from 512 in Q2 2020.
  • Funds reported $11.3B of SVB Financial Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 60 funds opened new SVB Financial Group positions in Q3 2020 and 45 closed out, a net change of +15 holders.
  • The largest SVB Financial Group buyer in Q3 2020 was Ninety One (UK), an estimated $124M added.
  • The largest SVB Financial Group seller in Q3 2020 was T. Rowe Price Associates, an estimated $67.3M sold.

Based on aggregated 13F filings for Q3 2020.