SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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422 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
48
Increased
155
Reduced
152
Closed
44
Calls
$26.2M
Puts
$50M
Net Calls
-$23.8M
Net Calls Change
+$4.31M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$95.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$303M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$465M
4
Prudential Financial
4
Prudential Financial
New Jersey
$54.5M
5
DZ Bank
5
DZ Bank
Germany
$51.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$212M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$329M
3
BlackRock
3
BlackRock
New York
$928M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.2M
5
MDSL
5
M.D. Sass LLC
New York
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
376
Washington Trust Bank
Washington
$67K – – –
PHK
377
Point72 Hong Kong
Hong Kong
$63K +$55.1K +295 +702%
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$57K +$9.75K +52 +21%
HCM
379
Highlander Capital Management
New Jersey
$56K – – –
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$56K +$14.8K +79 +36%
EMG
381
ETF Managers Group
New Jersey
$53K +$4.87K +26 +10%
PA
382
Parallel Advisors
California
$45K -$1.06K -5 -2%
TRCT
383
Tower Research Capital (TRC)
New York
$36K +$36K +193 New
FPFS
384
First Personal Financial Services
North Carolina
$35K – – –
Bessemer Group
385
Bessemer Group
New Jersey
$32K +$32K +169 New
EWM
386
Endurance Wealth Management
Rhode Island
$31K – – –
PRS
387
Pinkerton Retirement Specialists
Idaho
$28K – – –
FPF
388
FNY Partners Fund
New York
$28K +$28K +150 New
RFS
389
Rockefeller Financial Services
New York
$28K +$28K +152 New
AC
390
Alexandria Capital
Virginia
$23K – – –
GAM
391
Gemmer Asset Management
California
$23K +$2.85K +15 +14%
SPIA
392
Steward Partners Investment Advisory
New York
$20K +$180 +1 +0.9%
SSB
393
Sandy Spring Bank
Maryland
$19K – – –
WEC
394
Winslow Evans & Crocker
Massachusetts
$16.7K +$185 +1 +1%
WIM
395
Westside Investment Management
California
$16.2K – – –
LF
396
Lee Financial
Texas
$16K – – –
SIAS
397
Shine Investment Advisory Services
Colorado
$15K – – –
ZB
398
Zions Bancorporation
Utah
$15K +$15K +78 New
AIL
399
AGF Investments LLC
Ontario, Canada
$11K – – –
WCBA
400
Weaver C. Barksdale & Associates
Tennessee
$10K +$909 +5 +10%
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16
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