SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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573 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-40
Holders Change %
-6.53%
% of All Funds
12.79%
Holding in Top 10
7
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-63.16%
% of All Funds
0.16%
New
99
Increased
196
Reduced
215
Closed
133
Calls
$47M
Puts
$133M
Net Calls
-$86.5M
Net Calls Change
-$27M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
2
Capital World Investors
Capital World Investors
California
+$156M
3
Capital International Investors
Capital International Investors
California
+$120M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.6M
5
TCM
TimesSquare Capital Management
New York
+$70.7M

Top Sellers

1
HCM
Hitchwood Capital Management
New York
-$83.9M
2
ACL
Azora Capital LP
Florida
-$83.6M
3
DZ Bank
DZ Bank
Germany
-$82.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
5
SC
Samlyn Capital
New York
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
526
Sound Income Strategies
Florida
$7K – – –
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$2.25K -12 -27%
SQA
528
Simon Quick Advisors
New Jersey
$6K – – –
TCOV
529
Trust Company of Vermont
Vermont
$6K – – –
CLOS
530
Compagnie Lombard Odier SCmA
Switzerland
$6K +$6K +32 New
GTAM
531
Global Trust Asset Management
Florida
$5K – – –
RWA
532
Ropes Wealth Advisors
Massachusetts
$5K +$5K +25 New
FHA
533
First Horizon Advisors
Tennessee
$5K +$5K +29 New
RFA
534
Reilly Financial Advisors
California
$4K -$1K -5 -20%
EARNEST Partners
535
EARNEST Partners
Georgia
$4K – – –
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
AIA
537
Alera Investment Advisors
Illinois
$4K +$4K +21 New
LWM
538
Liberty Wealth Management
California
$4K +$4K +25 New
FHA
539
Flagship Harbor Advisors
Massachusetts
$3K -$11.3K -68 -79%
BFEC
540
Benjamin F. Edwards & Company
Missouri
$3K – – –
VCM
541
Versant Capital Management
Arizona
$3K – – –
CAPTRUST Financial Advisors
542
CAPTRUST Financial Advisors
North Carolina
$3K +$3K +15 New
LFG
543
Larson Financial Group
Missouri
$3K +$3K +17 New
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$3K +$3K +18 New
Federated Hermes
545
Federated Hermes
Pennsylvania
$2K -$3.69M -23,958 -100%
SMFS
546
Squar Milner Financial Services
California
$2K -$833 -5 -29%
ME
547
McIlrath & Eck
Washington
$2K – – –
FANJ
548
Financial Architects (New Jersey)
New Jersey
$2K – – –
CFA
549
Clarfeld Financial Advisors
New York
$2K +$2K +9 New
SFSIG
550
San Francisco Sentry Investment Group
California
$2K +$2K +9 New
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