SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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559 hedge funds and large institutions have $11.9B invested in SVB Financial Group in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 187 increasing their positions, 198 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
11.04%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
83
Increased
187
Reduced
198
Closed
57
Calls
$75M
Puts
$168M
Net Calls
-$92.6M
Net Calls Change
+$30M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$106M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$141M
3
SSM
3
Sound Shore Management
Connecticut
$135M
4
FAM
4
Fred Alger Management
New York
$54.4M
5
APG Asset Management
5
APG Asset Management
Netherlands
$223M

Top Sellers

1
Invesco
1
Invesco
Georgia
$240M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$104M
3
Goldman Sachs
3
Goldman Sachs
New York
$170M
4
Swedbank
4
Swedbank
Sweden
$128M
5
Deutsche Bank
5
Deutsche Bank
Germany
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$6K +$4.5K +18 +300%
CI
527
Cordant Inc
Oregon
$6K +$6K +22 New
EARNEST Partners
528
EARNEST Partners
Georgia
$5K – – –
BCA
529
Berman Capital Advisors
Georgia
$5K +$909 +4 +22%
BC
530
Barnett & Company
Tennessee
$5K +$5K +21 New
Kayne Anderson Rudnick Investment Management
531
Kayne Anderson Rudnick Investment Management
California
$4K +$1.65K +7 +70%
ME
532
McIlrath & Eck
Washington
$3K – – –
TSW
533
Thompson Siegel & Walmsley
Virginia
$3K +$3K +10 New
LPWM
534
Lake Point Wealth Management
Texas
$3K +$3K +10 New
GWS
535
Glassman Wealth Services
Virginia
$3K +$2.31K +10 +333%
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$24K -96 -92%
GC
537
Globeflex Capital
California
$2K – – –
CFGS
538
Concourse Financial Group Securities
Alabama
$2K – – –
FANJ
539
Financial Architects (New Jersey)
New Jersey
$2K – – –
SFSIG
540
San Francisco Sentry Investment Group
California
$2K – – –
RIM
541
Ranger Investment Management
Texas
$2K +$286 +1 +17%
CI
542
CX Institutional
Indiana
$2K +$222 +1 +13%
KPW
543
Kore Private Wealth
New York
$2K +$2K +6 New
WCM
544
Wealthcare Capital Management
Virginia
$2K +$2K +7 New
SMFS
545
Squar Milner Financial Services
California
$2K +$2K +8 New
ED
546
Exane Derivatives
France
$1.75K – – –
TFO
547
Tarbox Family Office
California
$1K – – –
FPFS
548
First Personal Financial Services
North Carolina
$1K – – –
APC
549
Aspire Private Capital
North Carolina
$1K – – –
TFGT
550
TS Financial Group (TSFG)
Illinois
$1K – – –
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