SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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530 hedge funds and large institutions have $11.6B invested in SVB Financial Group in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 44 closing their positions.

Holders
530
Holders Change
+53
Holders Change %
+11.11%
% of All Funds
12.16%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
104
Increased
180
Reduced
181
Closed
44
Calls
$47.7M
Puts
$85.9M
Net Calls
-$38.2M
Net Calls Change
-$14.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B
2
State Street
2
State Street
Massachusetts
$710M
3
Capital International Investors
3
Capital International Investors
California
$121M
4
Millennium Management
4
Millennium Management
New York
$95.8M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$930M
2
HL
2
Harding Loevner
New Jersey
$222M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$200M
4
Invesco
4
Invesco
Georgia
$70.2M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
476
Rockefeller Capital Management
New York
$36K 152 +152 New
FPFS
477
First Personal Financial Services
North Carolina
$31K 131 -72 -35%
X
478
Xponance
Pennsylvania
$30K 128 -19 -13%
LWA
479
Lenox Wealth Advisors
New York
$30K 127 +103 +429%
GAM
480
Gemmer Asset Management
California
$29K 121 – –
CCA
481
Clearwater Capital Advisors
Illinois
$29K 120 +120 New
S
482
SignatureFD
Georgia
$27K 114 +114 New
SSB
483
Sandy Spring Bank
Maryland
$24K 100 – –
QCG
484
Quadrant Capital Group
Ohio
$20K 96 +27 +39%
FPS
485
Fieldpoint Private Securities
Connecticut
$20K 84 +84 New
HI
486
Hudock Inc
Pennsylvania
$20K 86 +86 New
LF
487
Lee Financial
Texas
$19K 79 -6 -7%
FMB
488
Field & Main Bank
Kentucky
$18K 75 – –
RFA
489
Reilly Financial Advisors
California
$18K 75 +50 +200%
BWM
490
Baystate Wealth Management
Massachusetts
$18K 72 +72 New
PFBT
491
Parkside Financial Bank & Trust
Missouri
$15K 61 – –
SWP
492
Stratos Wealth Partners
Ohio
$15K 61 – –
SIAS
493
Shine Investment Advisory Services
Colorado
$14K 60 – –
SFM
494
Signet Financial Management
New Jersey
$14K 60 +60 New
WIM
495
Westside Investment Management
California
$13.3K 57 -6 -10%
SQA
496
Simon Quick Advisors
New Jersey
$12K 49 – –
FWM
497
Focused Wealth Management
New York
$11K 45 – –
WAM
498
Wealthspire Advisors (Maryland)
Maryland
$9K 38 -95 -71%
IA
499
IFP Advisors
Florida
$9K 40 – –
PCP
500
Proficio Capital Partners
Massachusetts
$9K 36 +8 +29%
18 19
20
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