SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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669 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 252 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-76
Holders Change %
-10.2%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
242
Reduced
252
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$475M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$138M
3
State Street
3
State Street
Massachusetts
$1.03B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$175M
5
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$809M

Top Sellers

1
Swedbank
1
Swedbank
Sweden
$141M
2
Amundi
2
Amundi
France
$55.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$211M
5
FAM
5
Fred Alger Management
New York
$6.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
401
PAX Financial Group
Texas
$529K +$36.6K +109 +7%
MWM
402
Mission Wealth Management
California
$525K -$11.8K -35 -2%
PAS
403
Park Avenue Securities
New York
$514K -$105K -312 -17%
LWM
404
Lyell Wealth Management
California
$509K -$2.35K -7 -0.5%
AIM
405
Achmea Investment Management
Netherlands
$504K – – –
SAI
406
Systematic Alpha Investments
New Jersey
$494K – – –
TSS
407
Two Sigma Securities
New York
$494K +$21.2K +63 +4%
Group One Trading
408
Group One Trading
Illinois
$494K +$494K +1,470 New
AWM
409
AE Wealth Management
Kansas
$493K -$3.36K -10 -0.7%
BP
410
Ballentine Partners
Massachusetts
$492K +$46.7K +139 +10%
BOM
411
Bank of Marin
California
$491K +$25.2K +75 +5%
MWM
412
Modera Wealth Management
New Jersey
$489K -$1.68K -5 -0.3%
SS
413
Sunbelt Securities
Texas
$488K +$8.73K +26 +2%
MGP
414
Metis Global Partners
California
$487K +$94K +280 +24%
CWP
415
CFM Wealth Partners
Texas
$479K +$77.3K +230 +19%
SEC
416
Seven Eight Capital
New York
$472K +$472K +1,405 New
SI
417
Stephens Inc
Arkansas
$467K -$34.6K -103 -7%
BWP
418
BSW Wealth Partners
Colorado
$466K +$19.2K +57 +4%
VI
419
Vestcor Inc
New Brunswick, Canada
$465K +$6.04K +18 +1%
PP
420
Prudential plc
United Kingdom
$465K +$51.7K +154 +13%
SWM
421
Segment Wealth Management
Texas
$459K +$459K +1,367 New
EF
422
Empirical Finance
Pennsylvania
$446K +$79.3K +236 +22%
DIA
423
Dana Investment Advisors
Wisconsin
$445K -$517K -1,540 -54%
BBHC
424
Brown Brothers Harriman & Co
New York
$445K +$65.2K +194 +17%
RIM
425
Redpoint Investment Management
Australia
$443K -$114K -339 -20%
15 16
17
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