SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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546 hedge funds and large institutions have $10.7B invested in SVB Financial Group in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 212 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-27
Holders Change %
-4.71%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
51
Increased
185
Reduced
212
Closed
72
Calls
$35M
Puts
$106M
Net Calls
-$71.3M
Net Calls Change
-$18.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$320M
2
PP
2
Prudential plc
United Kingdom
$62.1M
3
Franklin Resources
3
Franklin Resources
California
$123M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$56.3M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$261M
4
CCI
4
Columbus Circle Investors
$17.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
526
Lake Point Wealth Management
Texas
$2K – – –
GC
527
Globeflex Capital
California
$2K +$2K +7 New
TPWA
528
TRUE Private Wealth Advisors
Oregon
$2K +$2K +12 New
GT
529
Glenmede Trust
Pennsylvania
$1.83K -$39 -175 -2%
ED
530
Exane Derivatives
France
$1.57K -$131K -584 -99%
CFG
531
Citizens Financial Group
Rhode Island
$1K -$1K -4 -50%
TFGT
532
TS Financial Group (TSFG)
Illinois
$1K – – –
CCM
533
Covington Capital Management
California
$1K – – –
EWM
534
Executive Wealth Management
Michigan
$1K – – –
TFO
535
Tarbox Family Office
California
$1K – – –
APC
536
Aspire Private Capital
North Carolina
$1K – – –
GWS
537
Glassman Wealth Services
Virginia
$1K +$250 +1 +33%
RIM
538
Ranger Investment Management
Texas
$1K +$333 +2 +50%
FPFS
539
First Personal Financial Services
North Carolina
$1K +$1K +3 New
GI
540
Gradient Investments
Minnesota
$1K +$1K +3 New
BBHC
541
Brown Brothers Harriman & Co
New York
$1K +$1K +5 New
W
542
WealthStone
Ohio
$673 +$673 +3 New
BRWM
543
B. Riley Wealth Management
Tennessee
$557 -$54 -239 -9%
Artisan Partners
544
Artisan Partners
Wisconsin
– -$73.3M -329,705 Closed
PFMOSF
545
Philadelphia Financial Management of San Francisco
California
– -$17.3M -77,969 Closed
SI
546
Scout Investments
Missouri
– -$16.4M -73,547 Closed
DBG
547
De Burlo Group
Massachusetts
– -$11M -49,350 Closed
CTA
548
Carillon Tower Advisers
Florida
– -$10.9M -49,075 Closed
WMSA
549
Weiss Multi-Strategy Advisers
New York
– -$8.89M -40,000 Closed
BAPIM
550
British Airways Pensions Investment Management
United Kingdom
– -$8.11M -36,457 Closed
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