SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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606 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 180 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+82
Holders Change %
+15.65%
% of All Funds
10.75%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.2%
New
122
Increased
180
Reduced
224
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M

Top Buyers

1
KBC Group
KBC Group
Belgium
$544M
2
AllianceBernstein
AllianceBernstein
Tennessee
$292M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$636M
4
Artisan Partners
Artisan Partners
Wisconsin
$113M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$183M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.3M
2
Goldman Sachs
Goldman Sachs
New York
$79.7M
3
SSM
Sound Shore Management
Connecticut
$71.4M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$766K
5
APG Asset Management
APG Asset Management
Netherlands
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
501
Resources Management Corp
Connecticut
$199K +$3.1K +8 +2%
S
502
Seeyond
France
$193K -$1.16K -3 -0.6%
CA
503
Clearstead Advisors
Ohio
$190K – – –
BWP
504
Baldwin Wealth Partners
Massachusetts
$190K – – –
RWB
505
RMR Wealth Builders
New Jersey
$186K +$186K +480 New
Parallax Volatility Advisers
506
Parallax Volatility Advisers
California
$164K -$1.01M -2,603 -86%
SPIA
507
Steward Partners Investment Advisory
New York
$149K – – –
FFG
508
Fortem Financial Group
California
$142K +$142K +366 New
NSIM
509
North Star Investment Management
Illinois
$136K – – –
FA
510
Financial Avengers
California
$136K +$136K +350 New
PCG
511
Private Capital Group
Connecticut
$116K -$16K -41 -12%
AF
512
Advisornet Financial
Minnesota
$109K – – –
VCG
513
Vantage Consulting Group
Virginia
$104K +$104K +268 New
APA
514
American Portfolios Advisors
New York
$97.3K +$4.27K +11 +5%
MAM
515
Meeder Asset Management
Ohio
$95K -$1.26M -3,261 -93%
IFAM
516
Institutional & Family Asset Management
Colorado
$94K +$94K +243 New
GWM
517
Geneos Wealth Management
Colorado
$92K +$43.1K +88 +88%
S
518
SignatureFD
Georgia
$88K +$10.9K +28 +14%
CTC
519
Central Trust Company
Missouri
$83K +$5.79K +15 +8%
FCH
520
Freestone Capital Holdings
Washington
$81.8K +$15.5K +40 +23%
NFG
521
Next Financial Group
Texas
$75K +$16.7K +43 +29%
LC
522
Lindbrook Capital
California
$70K +$773 +2 +1%
RPWA
523
Regent Peak Wealth Advisors
Georgia
$65K +$65K +168 New
PFBT
524
Parkside Financial Bank & Trust
Missouri
$64K -$1.54K -4 -2%
EWM
525
Endurance Wealth Management
Rhode Island
$64K – – –
19 20
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