SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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477 hedge funds and large institutions have $11.1B invested in SVB Financial Group in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 36 closing their positions.

Holders
477
Holders Change
+55
Holders Change %
+13.03%
% of All Funds
10.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
93
Increased
156
Reduced
161
Closed
36
Calls
$63.9M
Puts
$88.1M
Net Calls
-$24.1M
Net Calls Change
-$356K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$86.1M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$46.4M
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$41.4M
4
BlackRock
4
BlackRock
New York
$1.19B
5
AIM
5
Artemis Investment Management
United Kingdom
$32.3M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$291M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$344M
4
SO
4
STRS Ohio
Ohio
$43.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
401
Peddock Capital Advisors
Massachusetts
$173K – – –
MOS
402
MGO One Seven
Ohio
$169K +$169K +725 New
ASN
403
Advisory Services Network
Georgia
$127K – – –
CBOA
404
Commonwealth Bank of Australia
Australia
$121K -$5.33K -23 -4%
YWP
405
YorkBridge Wealth Partners
New York
$121K – – –
OWA
406
One Wealth Advisors
California
$121K +$121K +518 New
CPA
407
Clear Perspective Advisors
Illinois
$103K – – –
WWM
408
Wagner Wealth Management
South Carolina
$100K +$100K +400 New
WTB
409
Washington Trust Bank
Washington
$84K – – –
EMG
410
ETF Managers Group
New Jersey
$78K +$10.9K +46 +16%
HCM
411
Highlander Capital Management
New Jersey
$70K – – –
AAM
412
Advisors Asset Management
Colorado
$69K -$343K -1,461 -83%
APA
413
American Portfolios Advisors
New York
$61.9K +$61.9K +265 New
FA
414
Fortis Advisors
Pennsylvania
$50K +$50K +215 New
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$48K -$22.4K -95 -32%
PA
416
Parallel Advisors
California
$48K -$1.16K -5 -2%
FPFS
417
First Personal Financial Services
North Carolina
$47K +$3.47K +15 +8%
SGAM
418
Smith Group Asset Management
Texas
$42K +$42K +180 New
Bessemer Group
419
Bessemer Group
New Jersey
$40K +$925 +4 +2%
EWM
420
Endurance Wealth Management
Rhode Island
$39K – – –
X
421
Xponance
Pennsylvania
$37K +$37K +147 New
PRS
422
Pinkerton Retirement Specialists
Idaho
$36K – – –
RFS
423
Rockefeller Financial Services
New York
$36K – – –
AssetMark Inc
424
AssetMark Inc
California
$35K -$1.87M -7,907 -98%
WAM
425
Wealthspire Advisors (Maryland)
Maryland
$31K -$39.9K -171 -56%
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