SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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573 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-40
Holders Change %
-6.53%
% of All Funds
12.79%
Holding in Top 10
7
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-63.16%
% of All Funds
0.16%
New
99
Increased
196
Reduced
215
Closed
133
Calls
$47M
Puts
$133M
Net Calls
-$86.5M
Net Calls Change
-$27M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
2
Capital World Investors
Capital World Investors
California
+$156M
3
Capital International Investors
Capital International Investors
California
+$120M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.6M
5
TCM
TimesSquare Capital Management
New York
+$70.7M

Top Sellers

1
HCM
Hitchwood Capital Management
New York
-$83.9M
2
ACL
Azora Capital LP
Florida
-$83.6M
3
DZ Bank
DZ Bank
Germany
-$82.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
5
SC
Samlyn Capital
New York
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
551
Capital Investment Advisory Services
North Carolina
$2K +$2K +10 New
WANY
552
Wealthspire Advisors (New York)
New York
$2K +$2K +10 New
FTI
553
Fiduciary Trust International
Massachusetts
$2K +$2K +10 New
LPWM
554
Lake Point Wealth Management
Texas
$2K +$2K +10 New
PWMG
555
Prestige Wealth Management Group
New Jersey
$2K +$2K +10 New
SIM
556
Sonora Investment Management
Arizona
$2K +$2K +12 New
CCM
557
Covington Capital Management
California
$1K – – –
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$1K +$167 +1 +20%
TFO
559
Tarbox Family Office
California
$1K +$1K +3 New
CC
560
Claybrook Capital
Massachusetts
$1K +$1K +3 New
GWS
561
Glassman Wealth Services
Virginia
$1K +$1K +3 New
WDL
562
Well Done LLC
Michigan
$1K +$1K +3 New
RIM
563
Ranger Investment Management
Texas
$1K +$1K +4 New
WCM
564
WealthBridge Capital Management
Ohio
$1K +$1K +4 New
EWM
565
Executive Wealth Management
Michigan
$1K +$1K +4 New
APC
566
Aspire Private Capital
North Carolina
$1K +$1K +5 New
CTB
567
Country Trust Bank
Illinois
$1K +$1K +5 New
FCA
568
FinTrust Capital Advisors
South Carolina
$1K +$1K +5 New
BCA
569
Berman Capital Advisors
Georgia
$1K +$1K +12 New
GT
570
Glenmede Trust
Pennsylvania
$267 +$54 +284 +25%
HCM
571
Hitchwood Capital Management
New York
– -$83.9M -270,000 Closed
ACL
572
Azora Capital LP
Florida
– -$83.6M -268,989 Closed
DZ Bank
573
DZ Bank
Germany
– -$82.4M -265,206 Closed
SC
574
Samlyn Capital
New York
– -$72.9M -234,444 Closed
MCM
575
Moore Capital Management
New York
– -$69.9M -225,000 Closed
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