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SIVB

SVB Financial Group

Delisted

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

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more funds holding

Funds holding: 527609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.78%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B -$21.6M -66,672 -1%
BlackRock
2
BlackRock
New York
$1.65B +$77M +237,736 +6%
State Street
3
State Street
Massachusetts
$1.02B +$29.5M +90,937 +4%
Capital International Investors
4
Capital International Investors
California
$760M +$9.56M +29,496 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M +$108M +332,340 +25%
KBC Group
6
KBC Group
Belgium
$544M +$68.5M +211,548 +487%
ATO
7
Alecta Tjanstepension Omsesidigt
Sweden
$455M
Invesco
8
Invesco
Georgia
$394M +$45.8M +141,377 +16%
Capital Research Global Investors
9
Capital Research Global Investors
California
$386M +$25.1M +77,332 +8%
Capital World Investors
10
Capital World Investors
California
$381M +$34K +105 +0%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$348M +$6.05M +18,682 +2%
HL
12
Harding Loevner
New Jersey
$341M +$41.9M +129,255 +17%
Morgan Stanley
13
Morgan Stanley
New York
$335M -$18.3M -56,386 -6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$292M +$138M +426,124 +130%
Swedbank
15
Swedbank
Sweden
$277M -$7.6M -23,446 -3%
Fisher Asset Management
16
Fisher Asset Management
Washington
$273M -$4.04M -12,481 -2%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$269M +$790K +2,439 +0.4%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$249M -$5.45M -16,813 -3%
APG Asset Management
19
APG Asset Management
Netherlands
$246M -$33.5M -103,292 -12%
Bank of America
20
Bank of America
North Carolina
$219M +$69.8M +215,529 +62%
Northern Trust
21
Northern Trust
Illinois
$213M -$3.12M -9,629 -2%
Norges Bank
22
Norges Bank
Norway
$198M +$8.92M +27,519 +6%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$195M -$8.19M -25,279 -5%
Victory Capital Management
24
Victory Capital Management
Texas
$193M +$3.34M +10,321 +2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$188M +$9.31M +28,725 +7%

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.