SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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573 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-40
Holders Change %
-6.53%
% of All Funds
12.79%
Holding in Top 10
7
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-63.16%
% of All Funds
0.16%
New
99
Increased
196
Reduced
215
Closed
133
Calls
$47M
Puts
$133M
Net Calls
-$86.5M
Net Calls Change
-$27M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
2
Capital World Investors
Capital World Investors
California
+$156M
3
Capital International Investors
Capital International Investors
California
+$120M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.6M
5
TCM
TimesSquare Capital Management
New York
+$70.7M

Top Sellers

1
HCM
Hitchwood Capital Management
New York
-$83.9M
2
ACL
Azora Capital LP
Florida
-$83.6M
3
DZ Bank
DZ Bank
Germany
-$82.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
5
SC
Samlyn Capital
New York
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
476
Amica Retiree Medical Trust
Rhode Island
$45K +$45K +235 New
Bessemer Group
477
Bessemer Group
New Jersey
$44K +$5.83K +31 +15%
MS
478
Mizuho Securities
Japan
$44K +$44K +230 New
VFA
479
Valeo Financial Advisors
Indiana
$39K -$956 -5 -2%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$38.2K -$760 -4 -2%
CAM
481
Cresset Asset Management
Illinois
$38K +$38K +201 New
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$37K +$21.3K +111 +135%
LWCFA
483
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$35K +186 New
HMS
484
Hanseatic Management Services
New Mexico
$34K -$651K -3,465 -95%
S
485
SignatureFD
Georgia
$33K +$2.64K +14 +9%
EWM
486
Endurance Wealth Management
Rhode Island
$31K -$18.8K -100 -38%
OAMG
487
Odey Asset Management Group
United Kingdom
$31K – – –
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$29K – – –
IA
489
IFP Advisors
Florida
$28K -$19.2K -102 -41%
GLI
490
Guardian Life Insurance
New York
$28K – – –
SLF
491
Sun Life Financial
Ontario, Canada
$28K +$190 +1 +0.7%
KA
492
Kaizen Advisory
Illinois
$28K +$2.82K +15 +11%
BOPW
493
Brandywine Oak Private Wealth
Pennsylvania
$26K +$26K +140 New
FPS
494
Fieldpoint Private Securities
Connecticut
$25K +$9.21K +49 +58%
BWM
495
Baystate Wealth Management
Massachusetts
$24K -$941 -4 -4%
CIA
496
CSat Investment Advisory
Michigan
$24K +$17.3K +93 +258%
RTC
497
Riverview Trust Company
Washington
$24K +$24K +129 New
SGAM
498
Smith Group Asset Management
Texas
$23K -$6.37M -33,260 -100%
AssetMark Inc
499
AssetMark Inc
California
$23K +$2.64K +14 +13%
AIC
500
Ameritas Investment Company
Nebraska
$22K +$22K +117 New
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