SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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801 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 289 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-69
Holders Change %
-7.93%
% of All Funds
12.68%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
289
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.37B
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$996M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$138M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$335M
5
Capital Research Global Investors
Capital Research Global Investors
California
$400M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$185M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$6.67M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
426
Fulton Bank
Pennsylvania
$944K -$362K -648 -28%
SCA
427
Summit Creek Advisors
Minnesota
$942K +$5.59K +10 +0.6%
Jacobs Levy Equity Management
428
Jacobs Levy Equity Management
New Jersey
$926K -$19.1M -34,092 -95%
SFG
429
Synergy Financial Group
California
$914K – – –
WF
430
Welch & Forbes
Massachusetts
$895K – – –
MWM
431
Mission Wealth Management
California
$891K -$30.8K -55 -3%
PA
432
Profund Advisors
Maryland
$876K -$137K -245 -14%
BRWA
433
B. Riley Wealth Advisors
Florida
$858K +$265K +473 +45%
LWM
434
Lyell Wealth Management
California
$852K +$2.8K +5 +0.3%
HI
435
Horizon Investments
North Carolina
$848K +$107K +192 +15%
WS
436
Wedbush Securities
California
$839K -$137K -245 -14%
AIM
437
Achmea Investment Management
Netherlands
$839K +$839K +1,499 New
IAA
438
Independent Advisor Alliance
North Carolina
$835K -$90.7K -162 -10%
NIM
439
NXG Investment Management
Texas
$835K -$69.4K -124 -8%
BB
440
Berkshire Bank
Massachusetts
$830K +$223K +398 +37%
DG
441
DMC Group
Alabama
$827K -$463K -856 -36%
SAI
442
Systematic Alpha Investments
New Jersey
$822K – – –
MWM
443
Modera Wealth Management
New Jersey
$820K -$394K -704 -32%
PAG
444
Private Advisor Group
New Jersey
$819K -$549K -982 -40%
RIM
445
Redpoint Investment Management
Australia
$804K -$54.2K -97 -6%
DT
446
Diversified Trust
Tennessee
$802K +$84K +150 +12%
SS
447
Sunbelt Securities
Texas
$800K -$81.1K -143 -9%
Boston Partners
448
Boston Partners
Massachusetts
$792K -$41.4K -74 -5%
HIS
449
Harvest Investment Services
Illinois
$791K +$274K +491 +53%
MCC
450
Money Concepts Capital
Florida
$791K +$791K +1,414 New
16 17
18
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