SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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870 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 309 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+98
Holders Change %
+12.69%
% of All Funds
13.44%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
161
Increased
309
Reduced
282
Closed
53
Calls
$220M
Puts
$280M
Net Calls
-$59.4M
Net Calls Change
+$67.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$538M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.24B
3
NAM
Nissay Asset Management
Japan
$103M
4
Franklin Resources
Franklin Resources
California
$386M
5
BlackRock
BlackRock
New York
$3.49B

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$98.3M
2
Capital International Investors
Capital International Investors
California
$1.3B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$278M
4
SC
Samlyn Capital
New York
$0
5
ClearBridge Investments
ClearBridge Investments
New York
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M +$52.2K +77 +5%
AAS
477
Avantax Advisory Services
Texas
$1.06M +$79.3K +117 +8%
RIM
478
Redpoint Investment Management
Australia
$1.04M – – –
LWM
479
Lyell Wealth Management
California
$1.03M -$10.9K -16 -1%
SW
480
StrongBox Wealth
Missouri
$1.02M +$109K +160 +12%
SAI
481
Systematic Alpha Investments
New Jersey
$997K – – –
CBT
482
Central Bank & Trust
Kentucky
$990K – – –
SS
483
Sunbelt Securities
Texas
$987K -$174K -274 -15%
Vontobel Holding
484
Vontobel Holding
Switzerland
$981K -$78.8K -116 -7%
ACA
485
Atlas Capital Advisors
Wyoming
$973K +$18.3K +27 +2%
UFF
486
USA Financial Formulas
Michigan
$972K +$971K +1,432 +143,200%
ACM
487
AlphaCrest Capital Management
New York
$969K +$394K +581 +69%
BP
488
Ballentine Partners
Massachusetts
$965K -$57K -84 -6%
IIA
489
IPG Investment Advisors
California
$950K – – –
M&T Bank
490
M&T Bank
New York
$941K +$24.4K +36 +3%
HMS
491
Hanseatic Management Services
New Mexico
$940K +$20.3K +30 +2%
EMG
492
ETF Managers Group
New Jersey
$937K +$42.8K +63 +5%
AA
493
Altman Advisors
Illinois
$937K +$937K +1,611 New
MFGM
494
Marshall Financial Group (Maryland)
Maryland
$912K -$14.9K -22 -2%
HCA
495
Harbour Capital Advisors
Virginia
$910K +$33.9K +50 +4%
HI
496
Horizon Investments
North Carolina
$898K +$117K +172 +15%
AC
497
Arjuna Capital
North Carolina
$896K +$201K +297 +29%
CI
498
Cigna Investments
Connecticut
$895K -$356K -525 -28%
NA
499
NewEdge Advisors
Louisiana
$877K +$877K +1,294 New
MIM
500
Moseley Investment Management
Florida
$871K +$678 +1 +0.1%
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