SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $3.74B invested in SVB Financial Group in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
7.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
28
Increased
105
Reduced
74
Closed
22
Calls
$6.76M
Puts
$10.7M
Net Calls
-$3.93M
Net Calls Change
-$601K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$76.2M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$14.2M
3
HL
3
Harding Loevner
New Jersey
$146M
4
UOC
4
UBS O'Connor
Illinois
$14.2M
5
CIP
5
Champlain Investment Partners
Vermont
$9.79M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$64.9M
2
BTW
2
Boston Trust Walden
Massachusetts
$17M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.2M
4
WRF
4
Waddell & Reed Financial
Kansas
$53.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$30K +$425 +5 +1%
MIC
227
MU Investments Company
Japan
$26K – – –
WTC
228
WhitTier Trust Company
Nevada
$23K – – –
FHA
229
First Horizon Advisors
Tennessee
$15K -$7.71K -90 -34%
NCM
230
Nelson Capital Management
California
$15K – – –
Creative Planning
231
Creative Planning
Kansas
$12K – – –
ST
232
Stifel Trust
Missouri
$11K – – –
TRCT
233
Tower Research Capital (TRC)
New York
$10K -$1.07K -13 -10%
MCM
234
Mazama Capital Management
Oregon
$8K – – –
PTC
235
Private Trust Company
Ohio
$8K +$3.6K +41 +82%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$5K – – –
BPBT
238
Boston Private Bank & Trust
Massachusetts
$3K – – –
DWA
239
Dorsey Wright & Associates
California
$338 +$338 +3,915 New
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
– -$6.8M -81,658 Closed
ARC
241
Absolute Return Capital
Massachusetts
– -$3.51M -42,133 Closed
MIU
242
Man Investments (UK)
United Kingdom
– -$2.05M -24,601 Closed
CCM
243
Cadence Capital Management
Massachusetts
– -$2M -23,960 Closed
OAM
244
Oxford Asset Management
United Kingdom
– -$1.26M -15,149 Closed
SO
245
STRS Ohio
Ohio
– -$1.03M -12,328 Closed
CWM
246
Concert Wealth Management
California
– -$959K -11,515 Closed
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
– -$571K -6,856 Closed
Verition Fund Management
248
Verition Fund Management
Connecticut
– -$417K -5,000 Closed
IA
249
Icon Advisers
Colorado
– -$408K -4,900 Closed
TC
250
TFS Capital
Pennsylvania
– -$354K -4,247 Closed
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