SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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545 hedge funds and large institutions have $9.96B invested in SVB Financial Group in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
176
Reduced
206
Closed
66
Calls
$72.1M
Puts
$195M
Net Calls
-$123M
Net Calls Change
-$51.3M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$160M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$104M
3
SSM
3
Sound Shore Management
Connecticut
$66.8M
4
APG Asset Management
4
APG Asset Management
Netherlands
$149M
5
HL
5
Harding Loevner
New Jersey
$176M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$311M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$162M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$8.88M
4
Franklin Resources
4
Franklin Resources
California
$60.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
501
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SIS
503
Sound Income Strategies
Florida
$8K – – –
GWM
504
Geneos Wealth Management
Colorado
$7K -$6.62K -35 -49%
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
SQA
506
Simon Quick Advisors
New Jersey
$7K – – –
IA
507
IFP Advisors
Florida
$7K +$7K +39 New
GRP
508
Global Retirement Partners
California
$6K -$804K -3,754 -99%
TCOV
509
Trust Company of Vermont
Vermont
$6K -$968 -5 -14%
WCG
510
Weaver Consulting Group
California
$6K – – –
FHA
511
First Horizon Advisors
Tennessee
$6K – – –
LWM
512
Liberty Wealth Management
California
$6K – – –
GKIM
513
GW&K Investment Management
Massachusetts
$6K +$6K +32 New
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CJA
515
C-J Advisory
California
$4K – – –
EARNEST Partners
516
EARNEST Partners
Georgia
$4K – – –
WB
517
Webster Bank
Connecticut
$4K – – –
CAPTRUST Financial Advisors
518
CAPTRUST Financial Advisors
North Carolina
$3K – – –
ME
519
McIlrath & Eck
Washington
$3K – – –
BCA
520
Berman Capital Advisors
Georgia
$3K +$1K +6 +50%
AIC
521
Ameritas Investment Company
Nebraska
$3K +$3K +12 New
CI
522
CX Institutional
Indiana
$2K -$2.25K -9 -53%
FANJ
523
Financial Architects (New Jersey)
New Jersey
$2K – – –
SFSIG
524
San Francisco Sentry Investment Group
California
$2K – – –
CIAS
525
Capital Investment Advisory Services
North Carolina
$2K – – –
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