SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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745 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-56
Holders Change %
-6.99%
% of All Funds
12.6%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
282
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$450M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$286M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$130M
5
AIM
Artemis Investment Management
United Kingdom
+$94.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$287M
2
Invesco
Invesco
Georgia
-$185M
3
Franklin Resources
Franklin Resources
California
-$109M
4
Macquarie Group
Macquarie Group
Australia
-$71.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
576
Castleark Management
Illinois
$209K – – –
V
577
Veritable
Delaware
$205K +$48.7K +123 +31%
FAM
578
Fenimore Asset Management
New York
$204K – – –
WAS
579
Wealth Advisory Solutions
Indiana
$204K +$3.95K +10 +2%
MG
580
Mather Group
Illinois
$201K -$212K -539 -51%
HFM
581
Harvest Fund Management
China
$201K – – –
BL
582
Balentine LLC
Georgia
$200K -$160K -406 -45%
AP
583
Americana Partners
Texas
$200K – – –
AIM
584
Alphinity Investment Management
Australia
$192K -$81.4K -206 -30%
ST
585
Smithfield Trust
Pennsylvania
$192K – – –
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$189K +$52.2K +132 +38%
BWP
587
Baldwin Wealth Partners
Massachusetts
$188K – – –
S
588
Seeyond
France
$187K -$3.55K -9 -2%
WSCM
589
Wellington Shields Capital Management
New York
$178K -$3.52M -8,905 -95%
BFEC
590
Benjamin F. Edwards & Company
Missouri
$159K +$21K +53 +15%
WWM
591
Wagner Wealth Management
South Carolina
$158K – – –
SIM
592
Sentry Investment Management
Wisconsin
$156K -$30.3K -77 -16%
PPWM
593
PFG Private Wealth Management
Florida
$156K +$156K +395 New
CMBA
594
C.M. Bidwell & Associates
Hawaii
$153K -$1.98K -5 -1%
RG
595
Richelieu Gestion
France
$147K -$2.1M -5,295 -93%
CA
596
Clearstead Advisors
Ohio
$145K -$8.67K -22 -6%
ALAM
597
Asahi Life Asset Management
Japan
$138K -$150K -380 -52%
NSIM
598
North Star Investment Management
Illinois
$138K – – –
FA
599
Financial Avengers
California
$138K – – –
DCM
600
Dupont Capital Management
Delaware
$122K +$122K +308 New
22 23
24
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