SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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545 hedge funds and large institutions have $9.96B invested in SVB Financial Group in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
176
Reduced
206
Closed
66
Calls
$72.1M
Puts
$195M
Net Calls
-$123M
Net Calls Change
-$51.3M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$160M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$104M
3
SSM
3
Sound Shore Management
Connecticut
$66.8M
4
APG Asset Management
4
APG Asset Management
Netherlands
$149M
5
HL
5
Harding Loevner
New Jersey
$176M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$311M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$162M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$8.88M
4
Franklin Resources
4
Franklin Resources
California
$60.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
476
Nelson Capital Management
California
$26K -$4.64M -21,964 -99%
LC
477
Lindbrook Capital
California
$24K – – –
PFGIA
478
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$2.33K -11 -10%
QCG
479
Quadrant Capital Group
Ohio
$22K +$6.12K +37 +39%
BWM
480
Baystate Wealth Management
Massachusetts
$21K – – –
QCIG
481
Quad-Cities Investment Group
Iowa
$21K – – –
KTC
482
Kistler-Tiffany Companies
Pennsylvania
$21K +$21K +100 New
AssetMark Inc
483
AssetMark Inc
California
$19K – – –
SSB
484
Sandy Spring Bank
Maryland
$16K – – –
FMB
485
Field & Main Bank
Kentucky
$16K – – –
PFO
486
Pathstone Family Office
New Jersey
$16K +$16K +78 New
MAM
487
Meeder Asset Management
Ohio
$14K -$636 -3 -4%
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
ZB
489
Zions Bancorporation
Utah
$14K +$5.35K +26 +62%
LWA
490
Lenox Wealth Advisors
New York
$13K – – –
CFB
491
Cullen/Frost Bankers
Texas
$13K – – –
AIM
492
AIA Investment Management
Singapore
$13K +$13K +60 New
PFBT
493
Parkside Financial Bank & Trust
Missouri
$12K -$429 -2 -3%
GAM
494
Gemmer Asset Management
California
$12K +$203 +1 +2%
OIA
495
Optimum Investment Advisors
Illinois
$11K – – –
PB
496
Pinnacle Bancorp
Nebraska
$10K – – –
PCM
497
Penserra Capital Management
California
$10K +$10K +45 New
SFS
498
Sowell Financial Services
Arkansas
$10K +$10K +50 New
FWM
499
Focused Wealth Management
New York
$9K – – –
SLF
500
Sun Life Financial
Ontario, Canada
$9K – – –
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