SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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471 hedge funds and large institutions have $7.18B invested in SVB Financial Group in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 159 increasing their positions, 190 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-88
Holders Change %
-15.74%
% of All Funds
10.4%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
42
Increased
159
Reduced
190
Closed
124
Calls
$37.9M
Puts
$87.7M
Net Calls
-$49.8M
Net Calls Change
+$42.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$171M
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$58.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$52.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$47.2M
5
Capital International Investors
Capital International Investors
California
+$33.4M

Top Sellers

1
OCBV
Ownership Capital B.V.
Netherlands
-$56.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.9M
3
ACL
Azora Capital LP
Florida
-$41.6M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$37.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
401
Endurance Wealth Management
Rhode Island
$25K – – –
KTC
402
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
Marshall Wace
403
Marshall Wace
United Kingdom
$25K +$24.8K +163 +16,300%
GSWM
404
Golden State Wealth Management
California
$24K +$24K +159 New
NFG
405
Next Financial Group
Texas
$22K – – –
PA
406
Parallel Advisors
California
$21K -$32.6K -222 -61%
EI
407
Ellevest Inc
New York
$20K +$5K +33 +33%
RTC
408
Riverview Trust Company
Washington
$19K – – –
GWM
409
Geneos Wealth Management
Colorado
$18K +$12.3K +79 +214%
PCM
410
Prelude Capital Management
New York
$18K +$18K +118 New
SNT
411
Security National Trust
West Virginia
$18K +$18K +120 New
PFBT
412
Parkside Financial Bank & Trust
Missouri
$16K -$741 -5 -4%
JCM
413
Jacobi Capital Management
Pennsylvania
$16K +$16K +108 New
FG
414
FSI Group
Ohio
$15K -$270K -1,800 -95%
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K -$53.8K -362 -78%
AssetMark Inc
416
AssetMark Inc
California
$15K -$459 -3 -3%
BWM
417
Baystate Wealth Management
Massachusetts
$13K – – –
CWP
418
CFM Wealth Partners
Texas
$11K -$10.7K -70 -49%
SSB
419
Sandy Spring Bank
Maryland
$11K – – –
IA
420
IFP Advisors
Florida
$11K +$965 +5 +10%
QT
421
Quantbot Technologies
New York
$10K +$10K +71 New
AIM
422
AIA Investment Management
Singapore
$9K – – –
OIA
423
Optimum Investment Advisors
Illinois
$8K -$52.8K -330 -87%
GAM
424
Gemmer Asset Management
California
$8K -$593 -4 -7%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
15 16
17
18 19