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SIVB

SVB Financial Group

Delisted

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

732 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $24.4B → $27.6B (+$3.22B)

3% more funds holding

Funds holding: 714732 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 273

56% less call options, than puts

Call options by funds: $187M | Put options by funds: $425M

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
273
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.18B +$89.9M +162,091 +3%
BlackRock
2
BlackRock
New York
$2.57B +$119M +215,375 +5%
State Street
3
State Street
Massachusetts
$1.48B -$6.2M -11,176 -0.4%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.35B +$686M +1,235,927 +104%
Capital International Investors
5
Capital International Investors
California
$1.14B +$43.9M +79,117 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$879M -$66.1M -119,200 -7%
HL
7
Harding Loevner
New Jersey
$727M -$55.9M -100,788 -7%
ATO
8
Alecta Tjanstepension Omsesidigt
Sweden
$688M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$576M +$45.2M +81,443 +9%
Morgan Stanley
10
Morgan Stanley
New York
$513M -$31.5M -56,779 -6%
Capital World Investors
11
Capital World Investors
California
$485M -$42.8M -77,107 -8%
Invesco
12
Invesco
Georgia
$482M -$4.98M -8,973 -1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$456M +$18.2M +32,787 +4%
Fisher Asset Management
14
Fisher Asset Management
Washington
$359M -$13.6M -24,485 -4%
Bank of America
15
Bank of America
North Carolina
$356M -$16.6M -29,900 -4%
Artisan Partners
16
Artisan Partners
Wisconsin
$344M +$9.08M +16,371 +3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$334M -$5.29M -9,544 -2%
Capital Research Global Investors
18
Capital Research Global Investors
California
$315M -$6.78M -12,221 -2%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$309M -$16.3M -29,450 -5%
Northern Trust
20
Northern Trust
Illinois
$308M +$1.01M +1,814 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$306M +$75M +135,153 +33%
APG Asset Management
22
APG Asset Management
Netherlands
$296M -$19.4M -35,056 -5%
Ameriprise
23
Ameriprise
Minnesota
$287M +$78M +140,669 +38%
Norges Bank
24
Norges Bank
Norway
$269M -$9.09M -16,385 -3%
Victory Capital Management
25
Victory Capital Management
Texas
$266M -$4.88M -8,798 -2%

SIVB Hedge Fund Activity: Q2 2021 in Review

732 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2021, worth a combined $27.6B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SIVB positions and 69 closed out — a net gain of 24 holders — while 259 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $686M. The largest seller was Citadel Advisors, cutting an estimated $192M.

  • 732 institutional investors held SVB Financial Group (SIVB) as of Q2 2021, up from 714 in Q1 2021.
  • Funds reported $27.6B of SVB Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
  • 93 funds opened new SVB Financial Group positions in Q2 2021 and 69 closed out, a net change of +24 holders.
  • The largest SVB Financial Group buyer in Q2 2021 was JP Morgan Chase, an estimated $686M added.
  • The largest SVB Financial Group seller in Q2 2021 was Citadel Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.