SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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602 hedge funds and large institutions have $13.7B invested in SVB Financial Group in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 185 increasing their positions, 238 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+72
Holders Change %
+13.58%
% of All Funds
13.8%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
104
Increased
185
Reduced
238
Closed
30
Calls
$70.7M
Puts
$131M
Net Calls
-$60.2M
Net Calls Change
-$21.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$377M
2
Millennium Management
Millennium Management
New York
$223M
3
Two Sigma Investments
Two Sigma Investments
New York
$97.5M
4
Capital International Investors
Capital International Investors
California
$218M
5
KBC Group
KBC Group
Belgium
$43.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$455M
2
Capital Research Global Investors
Capital Research Global Investors
California
$192M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$339M
4
State Street
State Street
Massachusetts
$777M
5
GC
Guggenheim Capital
Illinois
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
551
Catamount Wealth Management
Connecticut
$32K +$32K +100 New
X
552
Xponance
Pennsylvania
$31K -$5.07K -18 -14%
LWA
553
Lenox Wealth Advisors
New York
$29K -$7.11K -25 -20%
DAM
554
Delta Asset Management
Tennessee
$29K +$29K +100 New
PMFA
555
Plante Moran Financial Advisors
Michigan
$29K +$29K +100 New
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$26K +$26K +90 New
HFM
557
Harvest Fund Management
China
$25K +$25K +88 New
FPS
558
Fieldpoint Private Securities
Connecticut
$24K – – –
FMB
559
Field & Main Bank
Kentucky
$23K – – –
SSB
560
Sandy Spring Bank
Maryland
$22K -$7.33K -25 -25%
QCG
561
Quadrant Capital Group
Ohio
$22K +$449 +2 +2%
FGAM
562
Financial Gravity Asset Management
Texas
$22K +$22K +69 New
FHA
563
Flagship Harbor Advisors
Massachusetts
$19K +$19K +68 New
LF
564
Lee Financial
Texas
$18K -$4.57K -16 -20%
WIM
565
Westside Investment Management
California
$16.1K -$584 -2 -4%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$16K -$2.07K -7 -11%
CBT
567
Central Bank & Trust
Kentucky
$16K +$16K +55 New
SIAS
568
Shine Investment Advisory Services
Colorado
$15K -$2.65K -9 -15%
Parallax Volatility Advisers
569
Parallax Volatility Advisers
California
$13K -$2.24M -7,922 -99%
SQA
570
Simon Quick Advisors
New Jersey
$13K -$553 -2 -4%
FWM
571
Focused Wealth Management
New York
$13K – – –
CAW
572
Cornerstone Advisors (Washington)
Washington
$13K +$13K +44 New
SFM
573
Signet Financial Management
New Jersey
$12K -$6K -20 -33%
WAM
574
Wealthspire Advisors (Maryland)
Maryland
$12K +$1.14K +4 +11%
PCP
575
Proficio Capital Partners
Massachusetts
$11K +$846 +3 +8%
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