SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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669 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 252 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-76
Holders Change %
-10.2%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
242
Reduced
252
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$475M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$138M
3
State Street
3
State Street
Massachusetts
$1.03B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$175M
5
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$809M

Top Sellers

1
Swedbank
1
Swedbank
Sweden
$141M
2
Amundi
2
Amundi
France
$55.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$211M
5
FAM
5
Fred Alger Management
New York
$6.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
451
Summit Creek Advisors
Minnesota
$333K -$239K -713 -42%
RJT
452
Raymond James Trust
Florida
$329K +$35.9K +107 +12%
MIM
453
Moseley Investment Management
Florida
$322K +$42.6K +127 +15%
BIAS
454
Beacon Investment Advisory Services
New Jersey
$317K -$1.01K -3 -0.3%
HPC
455
HM Payson & Co
Maine
$313K -$33.6K -100 -10%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$313K -$15.4K -46 -5%
PWM
457
Perigon Wealth Management
California
$310K -$36.2K -108 -10%
SAM
458
Sompo Asset Management
Japan
$308K +$308K +920 New
JCM
459
Janney Capital Management
Pennsylvania
$304K -$4.29M -12,774 -93%
SCM
460
SevenOneSeven Capital Management
Pennsylvania
$304K -$2.02K -6 -0.7%
SCI
461
S&CO Inc
Massachusetts
$303K – – –
CCI
462
Credit Capital Investments
New Jersey
$302K +$302K +900 New
JSL
463
JT Stratford LLC
Georgia
$301K -$631K -1,875 -68%
Vontobel Holding
464
Vontobel Holding
Switzerland
$300K -$122K -363 -29%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$297K – – –
BC
466
Bartlett & Co
Ohio
$297K – – –
AAS
467
Avantax Advisory Services
Texas
$296K -$1.01K -3 -0.3%
SC
468
Savant Capital
Illinois
$294K -$2.01K -6 -0.7%
GIA
469
Gateway Investment Advisers
Ohio
$292K +$33.3K +99 +13%
IAN
470
Integrated Advisors Network
Texas
$291K +$8.4K +25 +3%
Cetera Investment Advisers
471
Cetera Investment Advisers
Illinois
$290K -$50.4K -150 -15%
SVCP
472
Silicon Valley Capital Partners
California
$284K +$7.39K +22 +3%
MFA
473
Mayflower Financial Advisors
Massachusetts
$280K +$3.69K +11 +1%
PMA
474
Prudent Man Advisors
Illinois
$279K -$335 -1 -0.1%
CAM
475
Cresset Asset Management
Illinois
$278K -$104K -309 -27%
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