SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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745 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-56
Holders Change %
-6.99%
% of All Funds
12.6%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
282
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$450M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$286M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$130M
5
AIM
Artemis Investment Management
United Kingdom
+$94.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$287M
2
Invesco
Invesco
Georgia
-$185M
3
Franklin Resources
Franklin Resources
California
-$109M
4
Macquarie Group
Macquarie Group
Australia
-$71.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
476
Perigon Wealth Management
California
$408K +$9.09K +23 +2%
HPC
477
HM Payson & Co
Maine
$408K +$117K +295 +40%
VCM
478
Vigilant Capital Management
Maine
$401K -$13.5M -34,298 -97%
CCM
479
Coldstream Capital Management
Washington
$401K +$37.1K +94 +10%
Cetera Investment Advisers
480
Cetera Investment Advisers
Illinois
$400K -$489K -1,239 -55%
EGM
481
Engineers Gate Manager
New York
$395K -$441K -1,116 -53%
IIM
482
Intact Investment Management
Quebec, Canada
$395K +$395K +1,000 New
CMANY
483
Capital Management Associates (New York)
New York
$394K -$473K -1,200 -55%
CAN
484
Cetera Advisor Networks
California
$393K +$393K +994 New
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$386K +$205K +519 +113%
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379K +$354K +895 +1,377%
TMAM
487
Tokio Marine Asset Management
Japan
$376K +$82.6K +209 +28%
BIAS
488
Beacon Investment Advisory Services
New Jersey
$374K +$1.19K +3 +0.3%
SWP
489
Stratos Wealth Partners
Ohio
$361K -$109K -275 -23%
SCM
490
SevenOneSeven Capital Management
Pennsylvania
$360K +$10.7K +27 +3%
MCP
491
Mirador Capital Partners
California
$359K +$359K +910 New
S
492
SignatureFD
Georgia
$358K +$9.87K +25 +3%
SCI
493
S&CO Inc
Massachusetts
$357K -$7.11K -18 -2%
VI
494
Versor Investments
New York
$355K +$355K +900 New
LNC
495
Lincoln National Corp
Pennsylvania
$354K +$57.7K +146 +19%
GTCM
496
Gyon Technologies Capital Management
New Jersey
$354K +$354K +896 New
AAS
497
Avantax Advisory Services
Texas
$350K -$188K -475 -35%
BC
498
Bartlett & Co
Ohio
$350K – – –
BCWM
499
Bartlett & Co Wealth Management
Ohio
$350K – – –
SC
500
Savant Capital
Illinois
$348K +$3.95K +10 +1%
18 19
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