SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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801 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 289 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-69
Holders Change %
-7.93%
% of All Funds
12.68%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
289
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$300M
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$242M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$138M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$135M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$259M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$193M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$192M
4
Citadel Advisors
Citadel Advisors
Florida
-$101M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
451
Orser Capital Management
Texas
$769K +$769K +1,374 New
ACA
452
Atlas Capital Advisors
Wyoming
$769K -$34.1K -61 -4%
MBTD
453
Mechanics Bank - Trust Department
California
$768K +$519K +927 +208%
AAS
454
Avantax Advisory Services
Texas
$765K -$110K -195 -13%
MFGM
455
Marshall Financial Group (Maryland)
Maryland
$759K +$6.16K +11 +0.8%
BP
456
Ballentine Partners
Massachusetts
$758K -$36.9K -66 -5%
PFG
457
PAX Financial Group
Texas
$752K +$82.2K +147 +12%
AWM
458
Angeles Wealth Management
California
$751K +$751K +1,342 New
MMC
459
Mizuho Markets Cayman
Cayman Islands
$741K +$296K +529 +66%
BHCM
460
Boulder Hill Capital Management
New York
$727K +$727K +1,300 New
AssetMark Inc
461
AssetMark Inc
California
$723K +$345K +617 +91%
PCM
462
Prelude Capital Management
New York
$714K -$223K -398 -24%
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$712K -$811K -1,470 -53%
ASN
464
Advisory Services Network
Georgia
$710K -$262K -469 -27%
PP
465
Prudential plc
United Kingdom
$704K +$704K +1,259 New
M&T Bank
466
M&T Bank
New York
$696K -$81.2K -145 -10%
VAS
467
Vestmark Advisory Solutions
Massachusetts
$684K +$49.2K +88 +8%
BOM
468
Bank of Marin
California
$682K +$172K +307 +34%
APP
469
Alpha Paradigm Partners
Illinois
$675K – – –
IMRF
470
Illinois Municipal Retirement Fund
Illinois
$671K – – –
AIMCA
471
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$667K +$667K +1,192 New
SWP
472
Stratos Wealth Partners
Ohio
$665K +$56K +100 +9%
EVC
473
Eidelman Virant Capital
Missouri
$657K – – –
B
474
Bailard
California
$656K +$44.2K +79 +7%
CCP
475
Corient Capital Partners
California
$649K +$33K +59 +5%
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