SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

546 hedge funds and large institutions have $10.7B invested in SVB Financial Group in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 212 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-27
Holders Change %
-4.71%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
51
Increased
185
Reduced
212
Closed
72
Calls
$35M
Puts
$106M
Net Calls
-$71.3M
Net Calls Change
-$18.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$320M
2
PP
2
Prudential plc
United Kingdom
$62.1M
3
Franklin Resources
3
Franklin Resources
California
$123M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$56.3M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$261M
4
CCI
4
Columbus Circle Investors
$17.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
476
Baystate Wealth Management
Massachusetts
$23K – – –
QCIG
477
Quad-Cities Investment Group
Iowa
$22K -$22K -100 -50%
PCP
478
Proficio Capital Partners
Massachusetts
$22K -$449 -2 -2%
AssetMark Inc
479
AssetMark Inc
California
$21K -$3.16K -14 -13%
CAW
480
Cornerstone Advisors (Washington)
Washington
$20K -$227 -1 -1%
QCG
481
Quadrant Capital Group
Ohio
$19K -$7.32K -37 -28%
SSB
482
Sandy Spring Bank
Maryland
$17K – – –
FMB
483
Field & Main Bank
Kentucky
$17K – – –
GWM
484
Geneos Wealth Management
Colorado
$16K – – –
MAM
485
Meeder Asset Management
Ohio
$16K +$5.8K +25 +57%
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
TRCT
487
Tower Research Capital (TRC)
New York
$14K -$407K -1,861 -97%
CFB
488
Cullen/Frost Bankers
Texas
$14K +$14K +61 New
PFBT
489
Parkside Financial Bank & Trust
Missouri
$13K -$11.7K -52 -47%
GAM
490
Gemmer Asset Management
California
$13K -$2.47K -11 -16%
LWA
491
Lenox Wealth Advisors
New York
$13K – – –
POIA
492
Pin Oak Investment Advisors
Texas
$13K +$13K +60 New
OIA
493
Optimum Investment Advisors
Illinois
$12K – – –
PB
494
Pinnacle Bancorp
Nebraska
$11K +$11K +48 New
SLF
495
Sun Life Financial
Ontario, Canada
$10K -$10.7K -46 -52%
FWM
496
Focused Wealth Management
New York
$10K – – –
ZB
497
Zions Bancorporation
Utah
$9K -$1.71K -8 -16%
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SIS
500
Sound Income Strategies
Florida
$8K – – –
18 19
20
21 22