SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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801 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 289 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-69
Holders Change %
-7.93%
% of All Funds
12.68%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
289
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.37B
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$996M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$138M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$335M
5
Capital Research Global Investors
Capital Research Global Investors
California
$400M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$185M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$6.67M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
576
Cerity Partners
New York
$322K -$8.99K -16 -3%
FTDI
577
First Trust Direct Indexing
Massachusetts
$322K -$7.27K -13 -2%
TAM
578
Trust Asset Management
Texas
$316K +$25.7K +46 +9%
NF
579
NTB Financial
Colorado
$310K – – –
CFB
580
Cullen/Frost Bankers
Texas
$310K +$254K +454 +454%
PCA
581
Peddock Capital Advisors
Massachusetts
$309K – – –
SC
582
Sierra Capital
Florida
$308K -$99.5K -178 -24%
BHIA
583
Birch Hill Investment Advisors
Massachusetts
$308K – – –
CRCM
584
Corbett Road Capital Management
Virginia
$306K +$6.71K +12 +2%
CIC
585
Chilton Investment Company
Connecticut
$304K – – –
FFA
586
First Foundation Advisors
California
$303K +$92.8K +166 +44%
PCM
587
Peregrine Capital Management
Minnesota
$301K – – –
SW
588
StrongBox Wealth
Missouri
$299K -$542K -970 -64%
MFW
589
Meristem Family Wealth
Minnesota
$299K -$17.9K -32 -6%
MIC
590
Meridian Investment Counsel
California
$299K – – –
CM
591
Castleark Management
Illinois
$297K -$129K -230 -30%
CI
592
Conning Inc
Connecticut
$297K +$5.04K +9 +2%
RJT
593
Raymond James Trust
Florida
$293K -$2.24K -4 -0.8%
QPWM
594
Quadrant Private Wealth Management
Pennsylvania
$292K +$75K +134 +35%
CWM
595
Curi Wealth Management
North Carolina
$290K – – –
FAM
596
Fenimore Asset Management
New York
$289K -$131K -235 -31%
SW
597
SVB Wealth
Massachusetts
$289K +$2.25K +4 +0.8%
BAMF
598
BI Asset Management Fondsmaeglerselskab
Denmark
$286K -$1.41M -2,527 -83%
HFM
599
Harvest Fund Management
China
$284K -$127K -228 -31%
SMF
600
Sterling Manor Financial
New York
$284K -$42K -75 -13%
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