SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

606 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 180 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+82
Holders Change %
+15.65%
% of All Funds
10.75%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.2%
New
122
Increased
180
Reduced
224
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$544M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$292M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$636M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$86.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.7M
3
SSM
3
Sound Shore Management
Connecticut
$71.4M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$766K
5
APG Asset Management
5
APG Asset Management
Netherlands
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
526
Global Retirement Partners
California
$61K +$46.6K +120 +324%
HPC
527
HM Payson & Co
Maine
$58K -$38.7K -100 -40%
NO
528
Ninety One
South Africa
$56K – – –
PWPS
529
Pinnacle Wealth Planning Services
Ohio
$55K +$55K +141 New
ICM
530
Islay Capital Management
Texas
$53K – – –
PA
531
Parallel Advisors
California
$51K -$3.89K -10 -7%
CIM
532
Contravisory Investment Management
Massachusetts
$51K +$9.34K +24 +22%
RTC
533
Riverview Trust Company
Washington
$50K – – –
KTC
534
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
JCM
535
Jacobi Capital Management
Pennsylvania
$46K +$4.25K +11 +10%
BCA
536
Berman Capital Advisors
Georgia
$43K – – –
PCM
537
Penserra Capital Management
California
$41K +$2.28K +6 +6%
CFB
538
Cullen/Frost Bankers
Texas
$39K -$1.95K -5 -5%
TH
539
TCTC Holdings
Texas
$39K – – –
LWCFA
540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
BFEC
541
Benjamin F. Edwards & Company
Missouri
$39K +$12.5K +32 +47%
LFG
542
Larson Financial Group
Missouri
$37K – – –
CIA
543
CSat Investment Advisory
Michigan
$36K -$68.1K -176 -65%
IAIM
544
International Assets Investment Management
Florida
$35K +$35K +90 New
BWM
545
Baystate Wealth Management
Massachusetts
$33K – – –
FTDI
546
First Trust Direct Indexing
Massachusetts
$29K +$29K +75 New
IPW
547
IronBridge Private Wealth
Texas
$29K +$29K +75 New
DA
548
Denali Advisors
California
$27K +$27K +70 New
QCG
549
Quadrant Capital Group
Ohio
$26K +$1.55K +4 +6%
SWA
550
SOA Wealth Advisors
New York
$26K +$26K +53 New
20 21
22
23 24