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 %
BCA
451
Berman Capital Advisors
Georgia
$22K +$10.3K +49 +88%
TH
452
TCTC Holdings
Texas
$22K +$22K +100 New
CFB
453
Cullen/Frost Bankers
Texas
$22K +$22K +100 New
GWM
454
Geneos Wealth Management
Colorado
$20K -$3.2K -16 -14%
BWM
455
Baystate Wealth Management
Massachusetts
$19K – – –
QCG
456
Quadrant Capital Group
Ohio
$18K -$83.9K -387 -82%
EI
457
Ellevest Inc
New York
$18K -$9.95K -47 -36%
SSB
458
Sandy Spring Bank
Maryland
$16K – – –
WT
459
Washington Trust
Rhode Island
$15K -$26.3K -126 -64%
BFEC
460
Benjamin F. Edwards & Company
Missouri
$15K -$25.4K -115 -63%
CWP
461
CFM Wealth Partners
Texas
$15K – – –
AIM
462
AIA Investment Management
Singapore
$13K – – –
BL
463
Balentine LLC
Georgia
$13K +$881 +4 +7%
TFS
464
TrustCore Financial Services
Tennessee
$13K +$13K +60 New
CWM
465
Campbell Wealth Management
Virginia
$13K +$13K +62 New
GAM
466
Gemmer Asset Management
California
$12K – – –
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$12K +$12K +57 New
OIA
468
Optimum Investment Advisors
Illinois
$11K – – –
Lazard Asset Management
469
Lazard Asset Management
New York
$11K – – –
LFG
470
Larson Financial Group
Missouri
$10K +$10K +48 New
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$9K +$3.6K +16 +67%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
GRP
473
Global Retirement Partners
California
$8K – – –
LWM
474
Liberty Wealth Management
California
$7K – – –
EW
475
Evoke Wealth
California
$7K +$452 +2 +7%
17 18
19
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