SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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745 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-56
Holders Change %
-6.99%
% of All Funds
12.6%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
282
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$450M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$286M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$130M
5
AIM
Artemis Investment Management
United Kingdom
+$94.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$287M
2
Invesco
Invesco
Georgia
-$185M
3
Franklin Resources
Franklin Resources
California
-$109M
4
Macquarie Group
Macquarie Group
Australia
-$71.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
401
Rehmann Capital Advisory Group
Michigan
$737K +$3.16K +8 +0.4%
PAS
402
Park Avenue Securities
New York
$728K +$55.3K +140 +8%
MBT
403
Montecito Bank & Trust
California
$717K – – –
TAM
404
Tocqueville Asset Management
New York
$704K – – –
CCM
405
Community Capital Management
Florida
$691K +$691K +1,750 New
AG
406
AIA Group
Hong Kong
$686K -$70.7K -179 -9%
CIP
407
Chartwell Investment Partners
Pennsylvania
$686K +$686K +1,736 New
HW
408
Hancock Whitney
Mississippi
$683K -$1.18K -3 -0.2%
SCA
409
Summit Creek Advisors
Minnesota
$674K +$8.69K +22 +1%
PHK
410
Point72 Hong Kong
Hong Kong
$664K -$1.32M -3,349 -67%
Jacobs Levy Equity Management
411
Jacobs Levy Equity Management
New Jersey
$663K +$9.09K +23 +1%
PAG
412
Private Advisor Group
New Jersey
$657K +$79.3K +201 +14%
RIM
413
Redpoint Investment Management
Australia
$655K +$87.3K +221 +15%
FB
414
Fulton Bank
Pennsylvania
$651K -$15K -38 -2%
IIM
415
INTECH Investment Management
Florida
$645K +$645K +1,634 New
SFG
416
Synergy Financial Group
California
$641K -$3.95K -10 -0.6%
MCC
417
Money Concepts Capital
Florida
$638K +$71.7K +179 +13%
WF
418
Welch & Forbes
Massachusetts
$632K – – –
MWM
419
Mission Wealth Management
California
$631K +$1.97K +5 +0.3%
ECM
420
Everence Capital Management
Indiana
$628K +$312K +790 +99%
DG
421
DMC Group
Alabama
$620K +$9.98K +25 +2%
JAM
422
Jupiter Asset Management
United Kingdom
$617K -$21M -53,080 -97%
MBTD
423
Mechanics Bank - Trust Department
California
$607K +$65.2K +165 +12%
LWM
424
Lyell Wealth Management
California
$601K -$395 -1 -0.1%
BRWA
425
B. Riley Wealth Advisors
Florida
$598K -$7.51K -19 -1%
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17
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