SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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524 hedge funds and large institutions have $11.3B invested in SVB Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+15
Holders Change %
+2.95%
% of All Funds
10.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
60
Increased
167
Reduced
191
Closed
45
Calls
$83.8M
Puts
$67.3M
Net Calls
+$16.4M
Net Calls Change
+$39.8M

Top Buyers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$127M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$285M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$315M
4
Capital International Investors
4
Capital International Investors
California
$464M
5
Morgan Stanley
5
Morgan Stanley
New York
$221M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$56.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
SSM
3
Sound Shore Management
Connecticut
$80.6M
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
476
TrustCore Financial Services
Tennessee
$14K – – –
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$13K -$232 -1 -2%
GAM
478
Gemmer Asset Management
California
$13K – – –
JWM
479
Jeppson Wealth Management
California
$13K +$13K +55 New
Lazard Asset Management
480
Lazard Asset Management
New York
$12K – – –
OIA
481
Optimum Investment Advisors
Illinois
$12K – – –
SSB
482
Sandy Spring Bank
Maryland
$11K -$7.33K -30 -40%
WT
483
Washington Trust
Rhode Island
$10K -$8K -32 -44%
NNP
484
Nachman Norwood & Parrott
South Carolina
$10K +$10K +40 New
GRP
485
Global Retirement Partners
California
$9K -$243 -1 -3%
WCG
486
Weaver Consulting Group
California
$9K +$2.43K +10 +37%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
EW
488
Evoke Wealth
California
$7K – – –
LWM
489
Liberty Wealth Management
California
$7K – – –
EFSCE
490
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
PW
491
Price Wealth
Texas
$7K – – –
IA
492
IFP Advisors
Florida
$7K – – –
EWA
493
Evolution Wealth Advisors
Florida
$7K – – –
SLF
494
Sun Life Financial
Ontario, Canada
$7K +$226 +1 +3%
Millennium Management
495
Millennium Management
New York
$6.08K -$8.11K -33,723 -57%
GKIM
496
GW&K Investment Management
Massachusetts
$6K – – –
LWA
497
Lenox Wealth Advisors
New York
$6K – – –
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
CFGS
499
Concourse Financial Group Securities
Alabama
$6K +$2.77K +12 +86%
ZB
500
Zions Bancorporation
Utah
$5K – – –
18 19
20
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