SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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602 hedge funds and large institutions have $13.7B invested in SVB Financial Group in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 185 increasing their positions, 238 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+72
Holders Change %
+13.58%
% of All Funds
13.8%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
104
Increased
185
Reduced
238
Closed
30
Calls
$70.7M
Puts
$131M
Net Calls
-$60.2M
Net Calls Change
-$21.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$377M
2
Millennium Management
Millennium Management
New York
$223M
3
Two Sigma Investments
Two Sigma Investments
New York
$97.5M
4
Capital International Investors
Capital International Investors
California
$218M
5
KBC Group
KBC Group
Belgium
$43.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$455M
2
Capital Research Global Investors
Capital Research Global Investors
California
$192M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$339M
4
State Street
State Street
Massachusetts
$777M
5
GC
Guggenheim Capital
Illinois
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
526
SevenBridge Financial Group
Pennsylvania
$82K +$36.5K +127 +80%
AF
527
Advisornet Financial
Minnesota
$82K +$78.2K +270 +2,077%
EWM
528
Endurance Wealth Management
Rhode Island
$77K +$29.1K +100 +61%
IA
529
IFP Advisors
Florida
$76K +$64.5K +224 +560%
EA
530
Edge Advisors
Georgia
$75K – – –
VFA
531
Valeo Financial Advisors
Indiana
$64K +$59.3K +189 +1,260%
RCAG
532
Rehmann Capital Advisory Group
Michigan
$63.2K -$1.73K -6 -3%
FA
533
Fortis Advisors
Pennsylvania
$62K – – –
BWA
534
BDO Wealth Advisors
Florida
$58K +$58K +200 New
PHK
535
Point72 Hong Kong
Hong Kong
$56K -$126K -435 -69%
PA
536
Parallel Advisors
California
$51K +$1.15K +4 +2%
AssetMark Inc
537
AssetMark Inc
California
$49K -$1.46K -5 -3%
Bessemer Group
538
Bessemer Group
New Jersey
$49K -$580 -2 -1%
PCM
539
Prelude Capital Management
New York
$47K +$47K +163 New
AAM
540
Advisors Asset Management
Colorado
$46K -$34.3K -120 -43%
GSC
541
G&S Capital
Colorado
$45K +$45K +157 New
Rockefeller Capital Management
542
Rockefeller Capital Management
New York
$44K – – –
PRS
543
Pinkerton Retirement Specialists
Idaho
$43K – – –
GLI
544
Guardian Life Insurance
New York
$42K +$42K +145 New
SLF
545
Sun Life Financial
Ontario, Canada
$41K +$24.4K +85 +147%
KA
546
Kaizen Advisory
Illinois
$39K +$39K +134 New
JA
547
JOYN Advisors
Georgia
$37K +$35.3K +122 +2,033%
GAM
548
Gemmer Asset Management
California
$35K – – –
SMFS
549
Squar Milner Financial Services
California
$34K +$34K +118 New
BWM
550
Baystate Wealth Management
Massachusetts
$32K +$10.5K +35 +49%
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