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
$845M
2
Capital Research Global Investors
Capital Research Global Investors
California
$384M
3
CCI
Columbus Circle Investors
$51.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$783M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$91.7M

Top Sellers

1
HL
Harding Loevner
New Jersey
$303M
2
CWAM
Columbia Wanger Asset Management
Illinois
$34.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$437M
4
Citadel Advisors
Citadel Advisors
Florida
$650K
5
WRF
Waddell & Reed Financial
Kansas
$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
376
Westside Investment Management
California
$14.1K +$1.6K +9 +13%
IA
377
IFP Advisors
Florida
$14K +$9.4K +51 +204%
AIL
378
AGF Investments LLC
Ontario, Canada
$10K -$1.6K -8 -14%
AssetMark Inc
379
AssetMark Inc
California
$10K +$377 +2 +4%
WCBA
380
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
CFG
381
Citizens Financial Group
Rhode Island
$7K -$538 -3 -7%
SA
382
SpiderRock Advisors
Delaware
$7K – – –
TG
383
TLP Group
Illinois
$6K +$6K +33 New
RFA
384
Reilly Financial Advisors
California
$5K – – –
WA
385
Winfield Associates
Ohio
$5K – – –
ACS
386
Archford Capital Strategies
Illinois
$5K – – –
PCP
387
Proficio Capital Partners
Massachusetts
$5K +$4.46K +25 +833%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$4K -$1.68K -8 -30%
VCM
389
Versant Capital Management
Arizona
$3K -$143 -1 -5%
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
GWM
391
Geneos Wealth Management
Colorado
$3K – – –
IWM
392
IHT Wealth Management
Illinois
$2K – – –
KBC Group
393
KBC Group
Belgium
– -$9.39M -54,725 Closed
GC
394
Gillson Capital
Illinois
– -$8.15M -47,499 Closed
IP
395
Interval Partners
New York
– -$7.75M -45,132 Closed
MPAM
396
Monarch Partners Asset Management
Massachusetts
– -$7.74M -45,090 Closed
CIM
397
Calvert Investment Management
Maryland
– -$7.59M -44,184 Closed
SP
398
Sarasin & Partners
United Kingdom
– -$3.36M -19,591 Closed
ECM
399
Element Capital Management
New York
– -$2.6M -15,118 Closed
ARTA
400
A.R.T. Advisors
New York
– -$1.87M -10,900 Closed
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