SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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801 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 289 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-69
Holders Change %
-7.93%
% of All Funds
12.68%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
289
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$300M
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$242M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$138M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$135M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$259M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$193M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$192M
4
Citadel Advisors
Citadel Advisors
Florida
-$101M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
EP Wealth Advisors
California
$639K +$1.12K +2 +0.2%
AWM
477
Apollon Wealth Management
South Carolina
$631K +$80K +143 +15%
WWM
478
Western Wealth Management
Colorado
$629K +$248K +442 +65%
FA
479
FDx Advisors
Illinois
$625K +$17.3K +31 +3%
Nomura Holdings
480
Nomura Holdings
Japan
$615K +$205K +374 +50%
SEC
481
Seven Eight Capital
New York
$613K +$613K +1,096 New
GT
482
Greenleaf Trust
Michigan
$600K +$155K +277 +35%
CBT
483
Central Bank & Trust
Kentucky
$595K -$222K -397 -27%
MG
484
Mather Group
Illinois
$587K -$6.72K -12 -1%
KAS
485
Kestra Advisory Services
Texas
$587K +$6.16K +11 +1%
EF
486
Empirical Finance
Pennsylvania
$574K +$128K +228 +29%
CI
487
Cigna Investments
Connecticut
$567K -$171K -306 -23%
PWM
488
Perigon Wealth Management
California
$564K -$148K -265 -21%
ACI
489
Alpha Cubed Investments
California
$559K -$7.83K -14 -1%
WA
490
WestEnd Advisors
North Carolina
$559K -$678 -1 Closed
HCM
491
Highlander Capital Management
New Jersey
$559K +$559K +1,000 New
MFS
492
Monetta Financial Services
Illinois
$559K +$559K +1,000 New
AWM
493
AE Wealth Management
Kansas
$557K -$424K -758 -43%
BPA
494
Beacon Pointe Advisors
California
$551K +$49.2K +88 +10%
FHA
495
Flagship Harbor Advisors
Massachusetts
$548K +$8.4K +15 +2%
IA
496
IndexIQ Advisors
New York
$547K +$23K +41 +4%
BWP
497
BSW Wealth Partners
Colorado
$541K +$68.8K +123 +15%
BIAS
498
Beacon Investment Advisory Services
New Jersey
$527K – – –
JIC
499
Johnson Investment Counsel
Ohio
$525K -$8.4K -15 -2%
MC
500
Moors & Cabot
Massachusetts
$520K -$174K -310 -25%
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