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SIVB

SVB Financial Group

Delisted

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

644 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 196

4% less funds holding

Funds holding: 673644 (-29)

12% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 127

30% less capital invested

Capital invested by funds: $18.8B → $13.1B (-$5.66B)

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $304M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
644
Holders Change
-29
Holders Change %
-4.31%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
112
Increased
263
Reduced
196
Closed
127
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$38.8M +156,073 +2%
BlackRock
2
BlackRock
New York
$1.1B +$67.8M +272,933 +6%
State Street
3
State Street
Massachusetts
$709M +$1.22M +4,918 +0.2%
ATO
4
Alecta Tjanstepension Omsesidigt
Sweden
$606M +$55.9M +225,000 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$578M -$1.09M -4,406 -0.2%
Invesco
6
Invesco
Georgia
$397M +$265M +1,067,727 +163%
Artisan Partners
7
Artisan Partners
Wisconsin
$374M +$52.4M +210,959 +15%
Morgan Stanley
8
Morgan Stanley
New York
$354M +$83.9M +337,708 +28%
Franklin Resources
9
Franklin Resources
California
$345M +$249M +1,001,387 +201%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$288M +$10.8M +43,282 +4%
HL
11
Harding Loevner
New Jersey
$273M +$32.9M +132,439 +13%
Capital World Investors
12
Capital World Investors
California
$213M -$745 -3 -0%
Ameriprise
13
Ameriprise
Minnesota
$201M -$34.9M -140,679 -14%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$172M +$53.7M +216,280 +41%
Renaissance Technologies
15
Renaissance Technologies
New York
$166M +$138M +554,900 +336%
MU
16
Mirova US
Massachusetts
$165M +$158M +637,446 +782%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$163M +$159M +638,541 +898%
Northern Trust
18
Northern Trust
Illinois
$160M +$19.4M +78,138 +13%
AllianceBernstein
19
AllianceBernstein
Tennessee
$144M -$516K -2,077 -0.3%
APG Asset Management
20
APG Asset Management
Netherlands
$142M +$15.5M +62,415 +11%
CIP
21
Champlain Investment Partners
Vermont
$141M +$61.8M +248,837 +68%
Norges Bank
22
Norges Bank
Norway
$141M +$7.56M +30,439 +5%
Deutsche Bank
23
Deutsche Bank
Germany
$139M +$40.4M +162,487 +37%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$124M +$78.3M +315,150 +141%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$123M +$874K +3,518 +0.7%

SIVB Hedge Fund Activity: Q4 2022 in Review

644 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2022, worth a combined $13.1B — down 30% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of SIVB and 112 opened new positions — a net loss of 15 holders — while 196 trimmed existing stakes and 263 added.

The largest buyer was Invesco, adding an estimated $265M. The largest seller was Capital International Investors, exiting entirely with an estimated $844M sold.

  • 644 institutional investors held SVB Financial Group (SIVB) as of Q4 2022, down from 673 in Q3 2022.
  • Funds reported $13.1B of SVB Financial Group stock for Q4 2022, down 30% quarter-over-quarter.
  • 112 funds opened new SVB Financial Group positions in Q4 2022 and 127 closed out, a net change of -15 holders.
  • The largest SVB Financial Group buyer in Q4 2022 was Invesco, an estimated $265M added.
  • The largest SVB Financial Group seller in Q4 2022 was Capital International Investors, an estimated $844M sold.

Based on aggregated 13F filings for Q4 2022.