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SIVB

SVB Financial Group

Delisted

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

714 hedge funds and large institutions have $24.4B invested in SVB Financial Group in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 231 increasing their positions, 244 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 47

30% more capital invested

Capital invested by funds: $18.8B → $24.4B (+$5.62B)

17% more funds holding

Funds holding: 609714 (+105)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 244

62% less call options, than puts

Call options by funds: $128M | Put options by funds: $336M

Holders
714
Holders Change
+105
Holders Change %
+17.24%
% of All Funds
12.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
160
Increased
231
Reduced
244
Closed
47
Calls
$128M
Puts
$336M
Net Calls
-$208M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B +$37.4M +76,052 +1%
BlackRock
2
BlackRock
New York
$2.17B +$74.6M +151,778 +4%
State Street
3
State Street
Massachusetts
$1.32B +$22.2M +45,059 +2%
Capital International Investors
4
Capital International Investors
California
$972M +$5.29M +10,747 +0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$839M +$29.3M +59,569 +4%
HL
6
Harding Loevner
New Jersey
$695M +$259M +527,389 +60%
ATO
7
Alecta Tjanstepension Omsesidigt
Sweden
$610M +$24.6M +50,000 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$589M +$477M +970,591 +436%
Morgan Stanley
9
Morgan Stanley
New York
$483M +$56.9M +115,791 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$471M +$28.7M +58,330 +6%
Capital World Investors
11
Capital World Investors
California
$468M -$16.4M -33,310 -3%
Invesco
12
Invesco
Georgia
$432M -$69.6M -141,623 -14%
AllianceBernstein
13
AllianceBernstein
Tennessee
$388M +$16.7M +34,019 +5%
Bank of America
14
Bank of America
North Carolina
$331M +$51.3M +104,414 +18%
Fisher Asset Management
15
Fisher Asset Management
Washington
$330M -$17.7M -35,998 -5%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$301M -$16.2M -32,999 -5%
Artisan Partners
17
Artisan Partners
Wisconsin
$297M +$153M +310,820 +107%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$289M -$53.6M -108,954 -16%
Capital Research Global Investors
19
Capital Research Global Investors
California
$286M -$204M -415,188 -42%
APG Asset Management
20
APG Asset Management
Netherlands
$280M -$54.8M -111,429 -14%
Swedbank
21
Swedbank
Sweden
$276M -$79.3M -161,200 -22%
Northern Trust
22
Northern Trust
Illinois
$272M +$1.84M +3,749 +0.7%
Norges Bank
23
Norges Bank
Norway
$247M -$4.88M -9,923 -2%
Victory Capital Management
24
Victory Capital Management
Texas
$240M -$5.86M -11,906 -2%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$234M -$15.1M -30,658 -6%

SIVB Hedge Fund Activity: Q1 2021 in Review

714 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2021, worth a combined $24.4B — up 30% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new SIVB positions and 47 closed out — a net gain of 113 holders — while 231 added to existing stakes and 244 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $477M. The largest seller was Capital Research Global Investors, cutting an estimated $204M.

  • 714 institutional investors held SVB Financial Group (SIVB) as of Q1 2021, up from 609 in Q4 2020.
  • Funds reported $24.4B of SVB Financial Group stock for Q1 2021, up 30% quarter-over-quarter.
  • 160 funds opened new SVB Financial Group positions in Q1 2021 and 47 closed out, a net change of +113 holders.
  • The largest SVB Financial Group buyer in Q1 2021 was JP Morgan Chase, an estimated $477M added.
  • The largest SVB Financial Group seller in Q1 2021 was Capital Research Global Investors, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2021.