SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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870 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 309 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+98
Holders Change %
+12.69%
% of All Funds
13.44%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
161
Increased
309
Reduced
282
Closed
53
Calls
$220M
Puts
$280M
Net Calls
-$59.4M
Net Calls Change
+$67.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$538M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.24B
3
NAM
Nissay Asset Management
Japan
$103M
4
Franklin Resources
Franklin Resources
California
$386M
5
BlackRock
BlackRock
New York
$3.49B

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$98.3M
2
Capital International Investors
Capital International Investors
California
$1.3B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$278M
4
SC
Samlyn Capital
New York
$0
5
ClearBridge Investments
ClearBridge Investments
New York
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
451
Hancock Whitney
Mississippi
$1.22M -$33.9K -50 -3%
RP
452
Riverwater Partners
Wisconsin
$1.22M +$1.22M +1,793 New
TAM
453
Tocqueville Asset Management
New York
$1.21M – – –
SI
454
Stephens Inc
Arkansas
$1.19M +$48.8K +72 +4%
AWM
455
AE Wealth Management
Kansas
$1.19M +$799K +1,178 +205%
WS
456
Wedbush Securities
California
$1.18M +$794K +1,170 +203%
ASN
457
Advisory Services Network
Georgia
$1.18M +$210K +310 +22%
SA
458
Shilanski & Associates
Alaska
$1.16M +$5.43K +8 +0.5%
A
459
Astrantus
Cyprus
$1.15M +$1.15M +1,700 New
CLOS
460
Compagnie Lombard Odier SCmA
Switzerland
$1.14M – – –
PCM
461
Prelude Capital Management
New York
$1.14M -$227K -334 -17%
SCA
462
Summit Creek Advisors
Minnesota
$1.14M +$2.03K +3 +0.2%
AIA
463
Angeles Investment Advisors
California
$1.13M +$1.13M +1,665 New
SG Americas Securities
464
SG Americas Securities
New York
$1.12M -$351K -517 -24%
IAA
465
Independent Advisor Alliance
North Carolina
$1.12M -$6.78K -10 -0.6%
ERWM
466
Elk River Wealth Management
Colorado
$1.12M +$1.12M +1,652 New
MWM
467
Mission Wealth Management
California
$1.12M -$1.92M -2,836 -63%
MWM
468
MorganRosel Wealth Management
Colorado
$1.11M +$83.5K +123 +8%
SFG
469
Synergy Financial Group
California
$1.11M +$1.11M +1,633 New
JIP
470
Jaffetilchin Investment Partners
Florida
$1.1M -$71.9K -106 -6%
NIM
471
NXG Investment Management
Texas
$1.1M -$299K -441 -21%
RC
472
RegentAtlantic Capital
New Jersey
$1.09M +$250K +368 +30%
WF
473
Welch & Forbes
Massachusetts
$1.09M – – –
PAS
474
Park Avenue Securities
New York
$1.07M +$197K +291 +23%
AFA
475
Abacus FCF Advisors
Florida
$1.07M -$141K -208 -12%
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