SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

613 hedge funds and large institutions have $14.8B invested in SVB Financial Group in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 211 increasing their positions, 240 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
14.04%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.44%
New
70
Increased
211
Reduced
240
Closed
53
Calls
$70.2M
Puts
$130M
Net Calls
-$59.4M
Net Calls Change
+$712K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$310M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$474M
3
Citadel Advisors
Citadel Advisors
Florida
$101M
4
Allianz Asset Management
Allianz Asset Management
Germany
$66.9M
5
HCM
Hitchwood Capital Management
New York
$83.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$123M
2
HL
Harding Loevner
New Jersey
$184M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$280M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$415M
5
Capital World Investors
Capital World Investors
California
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
401
Klingenstein Fields & Co
New York
$653K – – –
US Bancorp
402
US Bancorp
Minnesota
$645K +$70.8K +228 +12%
MBT
403
Montecito Bank & Trust
California
$622K – – –
OCM
404
One Capital Management
California
$622K – – –
SCI
405
S&CO Inc
Massachusetts
$620K – – –
B
406
Bailard
California
$620K +$311K +1,000 +101%
OAM
407
Oppenheimer Asset Management
New York
$609K -$1.41M -4,519 -70%
MC
408
Mathes Company
New York
$606K – – –
EWM
409
Evercore Wealth Management
New York
$598K +$598K +1,924 New
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$591K +$189K +607 +47%
CM
411
Castleark Management
Illinois
$587K – – –
AWP
412
Ascent Wealth Partners
New York
$586K +$28K +90 +5%
PA
413
Profund Advisors
Maryland
$580K -$44.5K -143 -7%
RJT
414
Raymond James Trust
Florida
$577K +$45.4K +146 +9%
AC
415
Arjuna Capital
North Carolina
$565K +$1.87K +6 +0.3%
TA
416
Tiedemann Advisors
New York
$559K – – –
MMPW
417
Mitchell McLeod Pugh & Williams
Alabama
$552K -$124K -400 -18%
JG
418
Jefferies Group
New York
$550K -$6.67M -21,452 -92%
PWM
419
Perigon Wealth Management
California
$550K +$550K +1,770 New
FAM
420
Fred Alger Management
New York
$549K -$457K -1,468 -45%
EWA
421
EP Wealth Advisors
California
$529K +$69.7K +224 +15%
Korea Investment Corp
422
Korea Investment Corp
South Korea
$526K -$6.12M -19,685 -92%
MML Investors Services
423
MML Investors Services
Massachusetts
$519K +$33.9K +109 +7%
BIM
424
Bridgecreek Investment Management
Oklahoma
$518K +$518K +1,665 New
LIA
425
LS Investment Advisors
Michigan
$511K -$52.6K -169 -9%
15 16
17
18 19