SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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524 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+15
Holders Change %
+2.95%
% of All Funds
10.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
60
Increased
167
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M

Top Buyers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$127M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$285M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$315M
4
Capital International Investors
4
Capital International Investors
California
$464M
5
Morgan Stanley
5
Morgan Stanley
New York
$221M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$56.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
SSM
3
Sound Shore Management
Connecticut
$80.6M
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Mission Wealth Management
California
$305K +$14.2K +59 +5%
LPL Financial
377
LPL Financial
California
$304K -$2.89K -12 -0.9%
JCM
378
Janney Capital Management
Pennsylvania
$304K +$304K +1,262 New
B
379
Bailard
California
$303K – – –
EWA
380
EP Wealth Advisors
California
$301K +$301K +1,250 New
PA
381
Profund Advisors
Maryland
$297K -$964 -4 -0.3%
LP
382
LMR Partners
United Kingdom
$293K -$3.09M -12,826 -91%
BCV
383
Banque Cantonale Vaudoise
Switzerland
$288K +$24K +100 +9%
SI
384
Stephens Inc
Arkansas
$284K +$19.2K +80 +7%
AAM
385
Aureus Asset Management
Massachusetts
$279K – – –
O
386
Ossiam
France
$278K -$250K -1,042 -47%
IG
387
ING Group
Netherlands
$276K +$276K +1,146 New
LIA
388
LS Investment Advisors
Michigan
$275K -$16.1K -67 -6%
BOM
389
Bank of Marin
California
$269K -$23.3K -97 -8%
PWM
390
Perigon Wealth Management
California
$268K +$722 +3 +0.3%
MC
391
Moors & Cabot
Massachusetts
$266K +$266K +1,107 New
WAM
392
World Asset Management
Michigan
$265K +$4.57K +19 +2%
OC
393
Oppenheimer & Co
New York
$265K +$265K +1,103 New
AA
394
ALPS Advisors
Colorado
$262K +$262K +1,087 New
MC
395
Mathes Company
New York
$259K – – –
VI
396
Vestcor Inc
New Brunswick, Canada
$257K -$6.97K -29 -3%
MOS
397
MGO One Seven
Ohio
$249K – – –
GIA
398
Gateway Investment Advisers
Ohio
$248K -$4.09K -17 -2%
MAP
399
Moody Aldrich Partners
Massachusetts
$245K -$68.6K -285 -22%
Robeco Institutional Asset Management
400
Robeco Institutional Asset Management
Netherlands
$245K +$80.7K +335 +49%
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