SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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745 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-56
Holders Change %
-6.99%
% of All Funds
12.6%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
282
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$450M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$286M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$130M
5
AIM
Artemis Investment Management
United Kingdom
+$94.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$287M
2
Invesco
Invesco
Georgia
-$185M
3
Franklin Resources
Franklin Resources
California
-$109M
4
Macquarie Group
Macquarie Group
Australia
-$71.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
526
Aureus Asset Management
Massachusetts
$296K – – –
GDP
527
Great Diamond Partners
Maine
$295K -$41.5K -105 -12%
FFM
528
Forum Financial Management
Illinois
$293K +$4.75K +12 +2%
VIM
529
VELA Investment Management
Ohio
$288K – – –
SW
530
SVB Wealth
Massachusetts
$285K +$81.7K +207 +40%
MYAM
531
Meiji Yasuda Asset Management
Japan
$284K +$36.7K +93 +15%
YIH
532
Y-Intercept (HK)
Hong Kong
$282K +$127K +322 +82%
CAMG
533
CWA Asset Management Group
Florida
$278K -$59.1K -150 -18%
DWT
534
Dorsey & Whitney Trust
South Dakota
$278K -$1.98K -5 -0.7%
HIA
535
Harbor Investment Advisory
Maryland
$275K -$9.89K -25 -3%
WFA
536
WMG Financial Advisors
Tennessee
$270K -$71.6K -181 -21%
WEG
537
World Equity Group
Illinois
$268K -$3.95K -10 -1%
DWA
538
Douglass Winthrop Advisors
New York
$267K – – –
PG
539
Patten Group
Tennessee
$266K +$18.6K +44 +8%
VCP
540
Vista Capital Partners
Oregon
$265K – – –
AC
541
Arjuna Capital
North Carolina
$263K +$1.97K +5 +0.8%
SFFS
542
Stonehage Fleming Financial Services
Jersey
$261K – – –
ARC
543
Advisor Resource Council
Texas
$257K +$82.8K +209 +48%
AWS
544
Atria Wealth Solutions
New York
$255K -$423K -1,071 -62%
Brown Advisory
545
Brown Advisory
Maryland
$254K -$9.07K -23 -3%
QPWM
546
Quadrant Private Wealth Management
Pennsylvania
$252K +$45.8K +116 +22%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$250K -$233K -590 -48%
TAM
548
Trust Asset Management
Texas
$246K +$22.9K +58 +10%
SPIA
549
Steward Partners Investment Advisory
New York
$244K -$19.7K -50 -7%
CPIG
550
Chicago Partners Investment Group
Illinois
$244K +$244K +604 New
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