SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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524 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+15
Holders Change %
+2.95%
% of All Funds
10.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
60
Increased
167
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M

Top Buyers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$127M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$285M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$315M
4
Capital International Investors
4
Capital International Investors
California
$464M
5
Morgan Stanley
5
Morgan Stanley
New York
$221M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$56.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
SSM
3
Sound Shore Management
Connecticut
$80.6M
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
NO
451
Ninety One
South Africa
$36K +$36K +148 New
NFG
452
Next Financial Group
Texas
$36K +$36K +150 New
PA
453
Parallel Advisors
California
$34K – – –
ICM
454
Islay Capital Management
Texas
$33K +$33K +136 New
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$32K -$29.6K -123 -48%
KTC
456
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
RTC
457
Riverview Trust Company
Washington
$31K – – –
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$28K +$18.5K +78 +195%
NIM
459
NuWave Investment Management
New Jersey
$27K +$27K +113 New
JCM
460
Jacobi Capital Management
Pennsylvania
$26K – – –
BCA
461
Berman Capital Advisors
Georgia
$26K +$1.41K +6 +6%
CIM
462
Contravisory Investment Management
Massachusetts
$26K +$26K +107 New
CFB
463
Cullen/Frost Bankers
Texas
$25K +$1.19K +5 +5%
PCM
464
Penserra Capital Management
California
$24K -$864K -3,671 -97%
TH
465
TCTC Holdings
Texas
$24K – – –
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
SWM
467
Sugarloaf Wealth Management
Georgia
$24K +$24K +100 New
LFG
468
Larson Financial Group
Missouri
$23K +$11.4K +47 +98%
GWM
469
Geneos Wealth Management
Colorado
$22K – – –
BWM
470
Baystate Wealth Management
Massachusetts
$21K – – –
EI
471
Ellevest Inc
New York
$19K -$1.97K -8 -9%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$16K – – –
AIL
473
AGF Investments LLC
Ontario, Canada
$16K +$16K +68 New
QCG
474
Quadrant Capital Group
Ohio
$15K -$4.76K -20 -24%
CYG
475
Clean Yield Group
Vermont
$14K -$29.4K -126 -68%
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