SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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391 hedge funds and large institutions have $9.22B invested in SVB Financial Group in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
9.75%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
61
Increased
136
Reduced
146
Closed
44
Calls
$28.1M
Puts
$49.5M
Net Calls
-$21.4M
Net Calls Change
-$34.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$839M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$228M
3
CCI
Columbus Circle Investors
+$51.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$51.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$47.9M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$197M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$58.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$55.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$50.7M
5
WRF
Waddell & Reed Financial
Kansas
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
351
Clear Perspective Advisors
Illinois
$82K – – –
MUS
352
Mitsubishi UFJ Securities
Japan
$82K +$82K +440 New
WTC
353
WhitTier Trust Company
Nevada
$80K – – –
FPF
354
FNY Partners Fund
New York
$80K +$61.4K +331 +331%
WTB
355
Washington Trust Bank
Washington
$67K +$65.7K +353 +5,043%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$66K +$25.9K +139 +65%
CYG
357
Clean Yield Group
Vermont
$64K +$64K +343 New
HCM
358
Highlander Capital Management
New Jersey
$56K – – –
CPP
359
Crow Point Partners
Massachusetts
$56K +$56K +300 New
DADC
360
D.A. Davidson & Co
Montana
$51K -$479K -2,599 -90%
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$50K – – –
IR
362
Invictus RG
Bermuda
$44K +$44K +238 New
SSB
363
Sandy Spring Bank
Maryland
$37K – – –
FPFS
364
First Personal Financial Services
North Carolina
$34K – – –
PRS
365
Pinkerton Retirement Specialists
Idaho
$28K – – –
PA
366
Parallel Advisors
California
$27K -$16.1K -89 -37%
AC
367
Alexandria Capital
Virginia
$23K – – –
Toronto Dominion Bank
368
Toronto Dominion Bank
Ontario, Canada
$23K +$23K +125 New
GAM
369
Gemmer Asset Management
California
$20K – – –
SPIA
370
Steward Partners Investment Advisory
New York
$20K +$20K +110 New
WEC
371
Winslow Evans & Crocker
Massachusetts
$17.1K +$4.09K +22 +31%
LF
372
Lee Financial
Texas
$16K – – –
HIIFS
373
Harel Insurance Investments & Financial Services
Israel
$16K – – –
BIG
374
Bellwether Investment Group
Tennessee
$15K -$3.04K -16 -17%
QCG
375
Quadrant Capital Group
Ohio
$15K +$11K +65 +271%
13 14
15
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