SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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613 hedge funds and large institutions have $14.8B invested in SVB Financial Group in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 211 increasing their positions, 240 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
14.04%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.44%
New
70
Increased
211
Reduced
240
Closed
53
Calls
$70.2M
Puts
$130M
Net Calls
-$59.4M
Net Calls Change
+$712K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$474M
3
Citadel Advisors
3
Citadel Advisors
Florida
$101M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$66.9M
5
HCM
5
Hitchwood Capital Management
New York
$83.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$123M
2
HL
2
Harding Loevner
New Jersey
$184M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$280M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$415M
5
Capital World Investors
5
Capital World Investors
California
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
551
Pinkerton Retirement Specialists
Idaho
$47K – – –
GLI
552
Guardian Life Insurance
New York
$47K +$1.57K +5 +3%
SLF
553
Sun Life Financial
Ontario, Canada
$45K +$925 +3 +2%
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$44K +$44K +142 New
KA
555
Kaizen Advisory
Illinois
$42K – – –
JA
556
JOYN Advisors
Georgia
$41K +$939 +3 +2%
WSTAM
557
Wilbanks Smith & Thomas Asset Management
Virginia
$36K +$36K +114 New
AssetMark Inc
558
AssetMark Inc
California
$34K -$18.9K -60 -36%
BWM
559
Baystate Wealth Management
Massachusetts
$32K -$302 -1 -0.9%
LWA
560
Lenox Wealth Advisors
New York
$32K – – –
DAM
561
Delta Asset Management
Tennessee
$31K – – –
TPWA
562
TRUE Private Wealth Advisors
Oregon
$29.5K +$29.5K +95 New
RMC
563
Resources Management Corp
Connecticut
$29K +$29K +95 New
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$28K – – –
X
565
Xponance
Pennsylvania
$27K -$6.75K -22 -20%
FHA
566
Flagship Harbor Advisors
Massachusetts
$27K +$5.65K +18 +26%
FPS
567
Fieldpoint Private Securities
Connecticut
$26K – – –
AIL
568
AGF Investments LLC
Ontario, Canada
$25K -$14.4K -46 -37%
WAM
569
Wealthspire Advisors (Maryland)
Maryland
$25K +$12.2K +40 +95%
QCG
570
Quadrant Capital Group
Ohio
$24K – – –
SSB
571
Sandy Spring Bank
Maryland
$23K – – –
FMB
572
Field & Main Bank
Kentucky
$23K – – –
GAM
573
Gemmer Asset Management
California
$21K -$15.8K -52 -43%
WIM
574
Westside Investment Management
California
$17.2K – – –
CBT
575
Central Bank & Trust
Kentucky
$17K – – –
21 22
23
24 25