SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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546 hedge funds and large institutions have $10.7B invested in SVB Financial Group in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 212 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-27
Holders Change %
-4.71%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
51
Increased
185
Reduced
212
Closed
72
Calls
$35M
Puts
$106M
Net Calls
-$71.3M
Net Calls Change
-$18.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$320M
2
PP
2
Prudential plc
United Kingdom
$62.1M
3
Franklin Resources
3
Franklin Resources
California
$123M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$56.3M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$261M
4
CCI
4
Columbus Circle Investors
$17.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
501
Trust Company of Vermont
Vermont
$8K +$1.11K +5 +16%
SQA
502
Simon Quick Advisors
New Jersey
$7.41K – – –
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
LWM
504
Liberty Wealth Management
California
$7K – – –
FHA
505
First Horizon Advisors
Tennessee
$6K – – –
WCG
506
Weaver Consulting Group
California
$6K – – –
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$6K +$231 +1 +4%
EARNEST Partners
508
EARNEST Partners
Georgia
$5K – – –
CI
509
CX Institutional
Indiana
$4K -$2.35K -10 -37%
WB
510
Webster Bank
Connecticut
$4K -$2K -10 -33%
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$4K – – –
LFG
512
Larson Financial Group
Missouri
$4K – – –
SIM
513
Sonora Investment Management
Arizona
$4K +$4K +16 New
CJA
514
C-J Advisory
California
$4K +$4K +17 New
ME
515
McIlrath & Eck
Washington
$3K – – –
FRA
516
Front Row Advisors
California
$3K – – –
CFA
517
Carroll Financial Associates
North Carolina
$3K – – –
CAPTRUST Financial Advisors
518
CAPTRUST Financial Advisors
North Carolina
$3K – – –
SMFS
519
Squar Milner Financial Services
California
$3K – – –
CCMW
520
Cypress Capital Management (Wyoming)
Wyoming
$3K +$1.5K +6 +100%
VCM
521
Versant Capital Management
Arizona
$2K -$909 -5 -31%
SFSIG
522
San Francisco Sentry Investment Group
California
$2K – – –
FANJ
523
Financial Architects (New Jersey)
New Jersey
$2K – – –
CIAS
524
Capital Investment Advisory Services
North Carolina
$2K – – –
BCA
525
Berman Capital Advisors
Georgia
$2K – – –
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