SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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545 hedge funds and large institutions have $9.96B invested in SVB Financial Group in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
176
Reduced
206
Closed
66
Calls
$72.1M
Puts
$195M
Net Calls
-$123M
Net Calls Change
-$51.3M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$160M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$104M
3
SSM
3
Sound Shore Management
Connecticut
$66.8M
4
APG Asset Management
4
APG Asset Management
Netherlands
$149M
5
HL
5
Harding Loevner
New Jersey
$176M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$311M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$162M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$8.88M
4
Franklin Resources
4
Franklin Resources
California
$60.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETI
451
Enterprise Trust & Investment
California
$70K – – –
SPIA
452
Steward Partners Investment Advisory
New York
$67K -$199K -953 -75%
Capstone Investment Advisors
453
Capstone Investment Advisors
New York
$63K -$73.1K -348 -54%
BFEC
454
Benjamin F. Edwards & Company
Missouri
$63K -$17K -81 -21%
RIA
455
Realta Investment Advisors
Delaware
$63K – – –
CIA
456
CSat Investment Advisory
Michigan
$61K +$6.25K +30 +11%
PRC
457
Pearl River Capital
Michigan
$60K +$32.4K +155 +117%
APA
458
American Portfolios Advisors
New York
$57.9K -$42K -201 -42%
HCM
459
Highlander Capital Management
New Jersey
$52K – – –
O
460
Ossiam
France
$50K +$50K +241 New
VFA
461
Valeo Financial Advisors
Indiana
$42K -$207 -1 -0.5%
BWA
462
BDO Wealth Advisors
Florida
$42K – – –
RCAG
463
Rehmann Capital Advisory Group
Michigan
$42K – – –
GSWM
464
Golden State Wealth Management
California
$37K -$31.3K -149 -46%
MBTD
465
Mechanics Bank - Trust Department
California
$35K +$35K +170 New
EWM
466
Endurance Wealth Management
Rhode Island
$34K – – –
LCM
467
Laurion Capital Management
New York
$34K +$34K +163 New
PCM
468
Prelude Capital Management
New York
$34K +$34K +164 New
CYG
469
Clean Yield Group
Vermont
$33K -$18.8K -90 -36%
SFM
470
Systematic Financial Management
New Jersey
$32K -$1.96M -9,504 -98%
GLI
471
Guardian Life Insurance
New York
$31K – – –
BCA
472
Bray Capital Advisors
Florida
$31K +$31K +150 New
NFG
473
Next Financial Group
Texas
$30K – – –
S
474
SignatureFD
Georgia
$27K -$18.1K -88 -40%
RTC
475
Riverview Trust Company
Washington
$27K – – –
17 18
19
20 21