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 %
PFBT
576
Parkside Financial Bank & Trust
Missouri
$17K +$309 +1 +2%
WTB
577
Washington Trust Bank
Washington
$16K -$115K -360 -88%
BAMG
578
Brand Asset Management Group
Missouri
$16K +$16K +51 New
FGAM
579
Financial Gravity Asset Management
Texas
$15K – – –
CAW
580
Cornerstone Advisors (Washington)
Washington
$14K – – –
FWM
581
Focused Wealth Management
New York
$14K – – –
EFSCE
582
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$4.46K +14 +47%
GWM
583
Geneos Wealth Management
Colorado
$13K +$6.93K +24 +114%
EA
584
Elm Advisors
California
$13K +$13K +43 New
SFM
585
Signet Financial Management
New Jersey
$12K – – –
SIS
586
Sound Income Strategies
Florida
$12K +$12K +37 New
CIA
587
CSat Investment Advisory
Michigan
$11K -$867K -2,837 -99%
PCP
588
Proficio Capital Partners
Massachusetts
$11K -$917 -3 -8%
LA
589
Legacy Advisors
Pennsylvania
$11K +$11K +35 New
SQA
590
Simon Quick Advisors
New Jersey
$10K -$4.24K -14 -30%
TCOV
591
Trust Company of Vermont
Vermont
$10K – – –
ZB
592
Zions Bancorporation
Utah
$8K – – –
RFA
593
Reilly Financial Advisors
California
$8K – – –
LFA
594
Legacy Financial Advisors
Kentucky
$8K +$571 +2 +8%
EARNEST Partners
595
EARNEST Partners
Georgia
$7K – – –
GTAM
596
Global Trust Asset Management
Florida
$7K – – –
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$6K +$300 +1 +5%
SMFS
598
Squar Milner Financial Services
California
$5K -$29.7K -101 -86%
BFEC
599
Benjamin F. Edwards & Company
Missouri
$5K – – –
SWM
600
SeaCrest Wealth Management
New York
$5K +$5K +17 New
22 23
24
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