SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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87 hedge funds and large institutions have $976K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 553 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-554
Holders Change %
-86.43%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
29
Closed
553
Calls
$77K
Puts
–
Net Calls
+$77K
Net Calls Change
+$124M

Top Buyers

1
JEST
JTC Employer Solutions Trustee
Jersey
$170K
2
BCM
Basswood Capital Management
New York
$57.2K
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$38K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22K
5
TAMH
Taikang Asset Management (HK)
Hong Kong
$180K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
BlackRock
BlackRock
New York
$0
3
State Street
State Street
Massachusetts
$0
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$0
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
501
HM Payson & Co
Maine
– -$214K -932 Closed
AWM
502
Axxcess Wealth Management
California
– -$212K -922 Closed
SCI
503
S&CO Inc
Massachusetts
– -$208K -904 Closed
SCM
504
SevenOneSeven Capital Management
Pennsylvania
– -$206K -896 Closed
DGAM
505
Desjardins Global Asset Management
Quebec, Canada
– -$204K -887 Closed
SC
506
Savant Capital
Illinois
– -$204K -886 Closed
GT
507
Greenleaf Trust
Michigan
– -$201K -873 Closed
Acadian Asset Management
508
Acadian Asset Management
Massachusetts
– -$194K -849 Closed
SDIC
509
South Dakota Investment Council
South Dakota
– -$184K -800 Closed
AF
510
Advisornet Financial
Minnesota
– -$183K -793 Closed
CPIG
511
Chicago Partners Investment Group
Illinois
– -$256K -792 Closed
ASN
512
Advisory Services Network
Georgia
– -$154K -670 Closed
SFFS
513
Stonehage Fleming Financial Services
Jersey
– -$152K -661 Closed
MCC
514
Money Concepts Capital
Florida
– -$148K -645 Closed
RG
515
Richelieu Gestion
France
– -$148K -642 Closed
SOAMC
516
Spirit of America Management Corp
New York
– -$138K -600 Closed
PCM
517
Peregrine Capital Management
Minnesota
– -$138K -598 Closed
EI
518
Ellevest Inc
New York
– -$127K -554 Closed
HIA
519
Harbor Investment Advisory
Maryland
– -$116K -505 Closed
QCG
520
Quadrant Capital Group
Ohio
– -$114K -494 Closed
BWP
521
Baldwin Wealth Partners
Massachusetts
– -$107K -465 Closed
SIM
522
Sentry Investment Management
Wisconsin
– -$91K -396 Closed
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$88.6K -385 Closed
CBT
524
Central Bank & Trust
Kentucky
– -$87.7K -381 Closed
CA
525
Clearstead Advisors
Ohio
– -$84.7K -368 Closed
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