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 %
ACI
401
Alpha Cubed Investments
California
$244K – – –
Mackenzie Financial
402
Mackenzie Financial
Ontario, Canada
$244K +$961 +4 +0.4%
WF
403
Welch & Forbes
Massachusetts
$239K – – –
GHA
404
GW Henssler & Associates
Georgia
$237K +$237K +983 New
Federated Hermes
405
Federated Hermes
Pennsylvania
$234K +$104K +431 +80%
PNC
406
Park National Corp
Ohio
$233K -$118K -490 -34%
QI
407
Qtron Investments
Massachusetts
$230K +$230K +955 New
FC
408
FORA Capital
Florida
$227K +$227K +945 New
CWM
409
Circle Wealth Management
New Jersey
$226K +$226K +939 New
Nomura Holdings
410
Nomura Holdings
Japan
$225K +$225K +936 New
FHA
411
Flagship Harbor Advisors
Massachusetts
$219K -$24K -100 -10%
CCP
412
Corient Capital Partners
California
$219K -$9.14K -38 -4%
MIM
413
Moseley Investment Management
Florida
$219K +$219K +911 New
BC
414
Bartlett & Co
Ohio
$217K – – –
BCWM
415
Bartlett & Co Wealth Management
Ohio
$217K – – –
CMBA
416
C.M. Bidwell & Associates
Hawaii
$211K -$102K -423 -33%
BIAS
417
Beacon Investment Advisory Services
New Jersey
$211K +$211K +878 New
DWT
418
Dorsey & Whitney Trust
South Dakota
$210K -$30.3K -126 -13%
PMA
419
Prudent Man Advisors
Illinois
$207K +$207K +859 New
WIA
420
Wealthstreet Investment Advisors
Texas
$205K +$205K +850 New
AIP
421
Ameritas Investment Partners
Nebraska
$191K -$18.3K -76 -9%
PL
422
Perpetual Ltd
Australia
$191K +$191K +793 New
ST
423
Smithfield Trust
Pennsylvania
$190K +$7.46K +31 +4%
ASN
424
Advisory Services Network
Georgia
$175K +$175K +727 New
SFFS
425
Stonehage Fleming Financial Services
Jersey
$159K +$159K +661 New
15 16
17
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