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 %
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
EARNEST Partners
577
EARNEST Partners
Georgia
$8K – – –
WT
578
Washington Trust
Rhode Island
$6K -$10K -25 -63%
TPWA
579
TRUE Private Wealth Advisors
Oregon
$6K – – –
FHC
580
First Horizon Corporation
Tennessee
$6K – – –
FPS
581
Fieldpoint Private Securities
Connecticut
$6K +$6K +15 New
ME
582
McIlrath & Eck
Washington
$5K – – –
TFO
583
Tarbox Family Office
California
$5K – – –
FRA
584
Front Row Advisors
California
$5K – – –
AssetMark Inc
585
AssetMark Inc
California
$5K – – –
BBHC
586
Brown Brothers Harriman & Co
New York
$5K +$769 +2 +18%
CCA
587
Childress Capital Advisors
Texas
$5K +$5K +13 New
CAAS
588
Capital Asset Advisory Services
Michigan
$5K +$5K +14 New
CFGS
589
Concourse Financial Group Securities
Alabama
$4K -$6.4K -16 -62%
TSW
590
Thompson Siegel & Walmsley
Virginia
$4K – – –
EA
591
Elm Advisors
California
$4K +$4K +11 New
SFSIG
592
San Francisco Sentry Investment Group
California
$3K – – –
TWA
593
TCI Wealth Advisors
Arizona
$3K – – –
ED
594
Exane Derivatives
France
$2.72K – – –
GWS
595
Glassman Wealth Services
Virginia
$2K – – –
APC
596
Aspire Private Capital
North Carolina
$2K – – –
TFGT
597
TS Financial Group (TSFG)
Illinois
$1K -$333 -1 -25%
BWM
598
BerganKDV Wealth Management
Minnesota
$1K – – –
VCM
599
Versant Capital Management
Arizona
$1K – – –
HWA
600
HHM Wealth Advisors
Tennessee
$1K – – –
22 23
24
25 26