SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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509 hedge funds and large institutions have $10.1B invested in SVB Financial Group in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 152 increasing their positions, 205 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+38
Holders Change %
+8.07%
% of All Funds
10.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
81
Increased
152
Reduced
205
Closed
41
Calls
$66.7M
Puts
$90.1M
Net Calls
-$23.3M
Net Calls Change
+$26.4M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$105M
2
FCM
Frontier Capital Management
Massachusetts
$68.2M
3
BlackRock
BlackRock
New York
$867M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$153M
5
Invesco
Invesco
Georgia
$203M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$198M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$367M
3
Capital World Investors
Capital World Investors
California
$211M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$22.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
426
RMR Wealth Builders
New Jersey
$103K +$103K +480 New
QCMC
427
Quantum Capital Management (California)
California
$90K -$20.5K -95 -19%
RIM
428
Rampart Investment Management
Connecticut
$85K -$4.11K -19 -5%
SPIA
429
Steward Partners Investment Advisory
New York
$83K +$24.1K +112 +41%
PCG
430
Private Capital Group
Connecticut
$76K -$2.15K -10 -3%
NSIM
431
North Star Investment Management
Illinois
$75K – – –
CIA
432
CSat Investment Advisory
Michigan
$67K -$435 -2 -0.6%
AF
433
Advisornet Financial
Minnesota
$61K -$3.89K -18 -6%
Acadian Asset Management
434
Acadian Asset Management
Massachusetts
$55K -$40.4K -188 -42%
APA
435
American Portfolios Advisors
New York
$51.7K -$7.98K -37 -13%
S
436
SignatureFD
Georgia
$50K -$1.29K -6 -3%
OPS
437
Orion Portfolio Solutions
Nebraska
$50K -$855 -4 -2%
CTC
438
Central Trust Company
Missouri
$46K -$65.7K -307 -59%
PAG
439
Private Advisor Group
New Jersey
$44K +$44K +205 New
CAN
440
Cetera Advisor Networks
California
$42K +$42K +194 New
CYG
441
Clean Yield Group
Vermont
$40K -$35.3K -164 -47%
LC
442
Lindbrook Capital
California
$39K -$4.71K -22 -11%
EWM
443
Endurance Wealth Management
Rhode Island
$36K – – –
PFBT
444
Parkside Financial Bank & Trust
Missouri
$35K +$11.5K +53 +49%
PA
445
Parallel Advisors
California
$30K -$426 -2 -1%
RTC
446
Riverview Trust Company
Washington
$28K – – –
KTC
447
Kistler-Tiffany Companies
Pennsylvania
$27K +$5.74K +27 +27%
AWM
448
Apollon Wealth Management
South Carolina
$25K +$25K +114 New
JCM
449
Jacobi Capital Management
Pennsylvania
$23K – – –
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
16 17
18
19 20