SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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471 hedge funds and large institutions have $7.18B invested in SVB Financial Group in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 159 increasing their positions, 190 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-88
Holders Change %
-15.74%
% of All Funds
10.4%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
42
Increased
159
Reduced
190
Closed
124
Calls
$37.9M
Puts
$87.7M
Net Calls
-$49.8M
Net Calls Change
+$42.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$234M
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$133M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$292M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50.5M
5
Capital International Investors
Capital International Investors
California
$276M

Top Sellers

1
OCBV
Ownership Capital B.V.
Netherlands
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$45.9M
3
ACL
Azora Capital LP
Florida
$0
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
526
Moody Aldrich Partners
Massachusetts
– -$293K -1,166 Closed
EWA
527
EP Wealth Advisors
California
– -$283K -1,128 Closed
MC
528
Mathes Company
New York
– -$270K -1,075 Closed
MOS
529
MGO One Seven
Ohio
– -$269K -1,072 Closed
RIM
530
Redpoint Investment Management
Australia
– -$262K -1,043 Closed
MWM
531
Mission Wealth Management
California
– -$261K -1,038 Closed
EAMA
532
EFG Asset Management (Americas)
Florida
– -$259K -1,030 Closed
WF
533
Welch & Forbes
Massachusetts
– -$257K -1,025 Closed
HCM
534
Hilton Capital Management
New York
– -$256K -1,018 Closed
ACI
535
Alpha Cubed Investments
California
– -$255K -1,014 Closed
TSS
536
Two Sigma Securities
New York
– -$254K -1,012 Closed
CC
537
Cipher Capital
New York
– -$254K -1,010 Closed
Cambridge Investment Research Advisors
538
Cambridge Investment Research Advisors
Iowa
– -$251K -1,001 Closed
ECM
539
ETrade Capital Management
Virginia
– -$250K -995 Closed
RJT
540
Raymond James Trust
Florida
– -$247K -985 Closed
CBT
541
Capital Bank & Trust
California
– -$238K -947 Closed
Capital Fund Management (CFM)
542
Capital Fund Management (CFM)
France
– -$231K -922 Closed
ZCA
543
Zeke Capital Advisors
Pennsylvania
– -$229K -913 Closed
MFG
544
Magnus Financial Group
New York
– -$228K -910 Closed
AA
545
Aufman Associates
Pennsylvania
– -$226K -900 Closed
BIAS
546
Beacon Investment Advisory Services
New Jersey
– -$220K -878 Closed
SCM
547
Stevens Capital Management
Pennsylvania
– -$214K -853 Closed
WIA
548
Wealthstreet Investment Advisors
Texas
– -$213K -850 Closed
CI
549
Conning Inc
Connecticut
– -$208K -830 Closed
CWM
550
Circle Wealth Management
New Jersey
– -$206K -819 Closed
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