We are live on ! Find out more
SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B +$31.3M +77,764 +1%
BlackRock
2
BlackRock
New York
$1.51B -$33.6M -83,465 -2%
State Street
3
State Street
Massachusetts
$1.03B +$105M +261,078 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$845M +$34.7M +86,209 +4%
Capital International Investors
5
Capital International Investors
California
$844M -$23.8M -59,232 -2%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$809M +$104M +258,100 +12%
Capital Research Global Investors
7
Capital Research Global Investors
California
$654M +$37.4M +93,028 +5%
Artisan Partners
8
Artisan Partners
Wisconsin
$475M +$257M +638,862 +83%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$415M +$13M +32,214 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$405M +$10.8M +26,732 +2%
Morgan Stanley
11
Morgan Stanley
New York
$404M -$3.49M -8,676 -0.7%
HL
12
Harding Loevner
New Jersey
$354M +$47M +116,821 +12%
Ameriprise
13
Ameriprise
Minnesota
$345M +$84.4M +209,691 +26%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$321M +$9.02M +22,404 +2%
Capital World Investors
15
Capital World Investors
California
$311M +$15.7K +39 +0%
Invesco
16
Invesco
Georgia
$221M -$58.4M -145,089 -18%
AllianceBernstein
17
AllianceBernstein
Tennessee
$211M -$75M -186,416 -23%
Northern Trust
18
Northern Trust
Illinois
$207M +$902K +2,242 +0.4%
Norges Bank
19
Norges Bank
Norway
$196M +$6.55M +16,280 +3%
APG Asset Management
20
APG Asset Management
Netherlands
$190M -$23.7M -58,895 -10%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$178M +$11M +27,293 +5%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$178M -$284K -706 -0.1%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$175M +$105M +260,770 +100%
Bank of America
24
Bank of America
North Carolina
$171M -$69.5M -172,753 -25%
Fisher Asset Management
25
Fisher Asset Management
Washington
$168M -$33.1M -82,209 -14%

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.