SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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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 %
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$24K +$2.32K +6 +11%
TFS
552
TrustCore Financial Services
Tennessee
$23K – – –
EI
553
Ellevest Inc
New York
$21K -$9.51K -24 -31%
GAM
554
Gemmer Asset Management
California
$21K – – –
CI
555
CX Institutional
Indiana
$19K +$12.5K +33 +194%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$16K -$31.2K -78 -66%
KPCM
557
Kings Point Capital Management
New York
$16K +$16K +40 New
LWM
558
Liberty Wealth Management
California
$14K – – –
WOC
559
West Oak Capital
California
$14K +$14K +35 New
AIL
560
AGF Investments LLC
Ontario, Canada
$12K -$15.2K -38 -56%
EW
561
Evoke Wealth
California
$12K – – –
SLF
562
Sun Life Financial
Ontario, Canada
$12K – – –
PFO
563
Pathstone Family Office
New Jersey
$12K +$12K +31 New
ADIM
564
Alpha DNA Investment Management
Maryland
$12K +$12K +31 New
EWA
565
Evolution Wealth Advisors
Florida
$11K – – –
EFSCE
566
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
WEC
567
Winslow Evans & Crocker
Massachusetts
$11K +$11K +28 New
SSB
568
Sandy Spring Bank
Maryland
$10K -$8K -20 -44%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
IA
570
IFP Advisors
Florida
$10K – – –
GKIM
571
GW&K Investment Management
Massachusetts
$10K – – –
AIG
572
American International Group
New York
$9.57K -$197 -507 -2%
LWA
573
Lenox Wealth Advisors
New York
$9K – – –
ZB
574
Zions Bancorporation
Utah
$9K +$1.17K +3 +15%
LGA
575
Lebenthal Global Advisors
New York
$9K +$9K +25 New
21 22
23
24 25