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 %
BL
426
Balentine LLC
Georgia
$8K +$8K +55 New
Lazard Asset Management
427
Lazard Asset Management
New York
$7K -$3.12M -23,214 -100%
BCA
428
Berman Capital Advisors
Georgia
$7K +$4.25K +34 +155%
ZB
429
Zions Bancorporation
Utah
$6K -$3.69K -24 -38%
GRP
430
Global Retirement Partners
California
$6K -$1.26K -8 -17%
SLF
431
Sun Life Financial
Ontario, Canada
$5K – – –
SQA
432
Simon Quick Advisors
New Jersey
$5K – – –
LWM
433
Liberty Wealth Management
California
$5K +$323 +2 +7%
TFO
434
Tarbox Family Office
California
$5K +$4.53K +29 +967%
EW
435
Evoke Wealth
California
$4.38K -$73.1K -484 -94%
LWA
436
Lenox Wealth Advisors
New York
$4K -$6K -36 -60%
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$4K -$1.6K -10 -29%
GKIM
438
GW&K Investment Management
Massachusetts
$4K -$462 -3 -10%
WCG
439
Weaver Consulting Group
California
$4K – – –
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
FHA
441
First Horizon Advisors
Tennessee
$4K – – –
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
PCIA
443
Prime Capital Investment Advisors
Kansas
$4K – – –
CFG
444
Citizens Financial Group
Rhode Island
$4K +$3.29K +23 +460%
NICM
445
Neo Ivy Capital Management
New York
$4K +$4K +29 New
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$3.83K -23 -56%
EARNEST Partners
447
EARNEST Partners
Georgia
$3K – – –
FRA
448
Front Row Advisors
California
$3K +$3K +13 New
CI
449
CX Institutional
Indiana
$3K +$1.77K +13 +144%
AW
450
Avion Wealth
Texas
$3K +$3K +23 New
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