SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

546 hedge funds and large institutions have $10.7B invested in SVB Financial Group in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 212 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-27
Holders Change %
-4.71%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
51
Increased
185
Reduced
212
Closed
72
Calls
$35M
Puts
$106M
Net Calls
-$71.3M
Net Calls Change
-$18.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$320M
2
PP
2
Prudential plc
United Kingdom
$62.1M
3
Franklin Resources
3
Franklin Resources
California
$123M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$56.3M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$261M
4
CCI
4
Columbus Circle Investors
$17.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
451
Benjamin F. Edwards & Company
Missouri
$86K -$42.6K -189 -33%
Simplex Trading
452
Simplex Trading
Illinois
$86K +$86K +384 New
ETI
453
Enterprise Trust & Investment
California
$75K +$75K +335 New
GSWM
454
Golden State Wealth Management
California
$72K +$7.53K +34 +12%
MUS
455
Mitsubishi UFJ Securities
Japan
$70K +$70K +310 New
MS
456
Mizuho Securities
Japan
$67K -$105K -470 -61%
RIA
457
Realta Investment Advisors
Delaware
$67K – – –
CIA
458
CSat Investment Advisory
Michigan
$59K +$37.2K +166 +171%
HCM
459
Highlander Capital Management
New Jersey
$56K – – –
CYG
460
Clean Yield Group
Vermont
$56K – – –
ARMT
461
Amica Retiree Medical Trust
Rhode Island
$53K – – –
S
462
SignatureFD
Georgia
$49K +$1.79K +8 +4%
VFA
463
Valeo Financial Advisors
Indiana
$46K – – –
RCAG
464
Rehmann Capital Advisory Group
Michigan
$45.1K – – –
BWA
465
BDO Wealth Advisors
Florida
$45K – – –
EWM
466
Endurance Wealth Management
Rhode Island
$37K – – –
GLI
467
Guardian Life Insurance
New York
$34K – – –
NFG
468
Next Financial Group
Texas
$33K +$33K +145 New
FPS
469
Fieldpoint Private Securities
Connecticut
$30K – – –
PRC
470
Pearl River Capital
Michigan
$30K +$30K +132 New
RTC
471
Riverview Trust Company
Washington
$29K -$3.37K -15 -10%
GAM
472
Griffin Asset Management
New York
$28K +$28K +126 New
LC
473
Lindbrook Capital
California
$25K -$870 -4 -3%
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$24.3K +112 +3,733%
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$19.4K -85 -46%
17 18
19
20 21