SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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641 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 261 increasing their positions, 195 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-28
Holders Change %
-4.19%
% of All Funds
10.34%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
112
Increased
261
Reduced
195
Closed
126
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M

Top Buyers

1
Invesco
Invesco
Georgia
+$246M
2
Franklin Resources
Franklin Resources
California
+$230M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
4
MU
Mirova US
Massachusetts
+$147M
5
Renaissance Technologies
Renaissance Technologies
New York
+$128M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$844M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$654M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$253M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$131M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
576
Mascoma Wealth Management
New Hampshire
$7.6K – – –
BIA
577
Bell Investment Advisors
California
$7.13K +$3.45K +15 +94%
SC
578
Sierra Capital
Florida
$7K -$241 -1 -3%
KFP
579
KB Financial Partners
New Jersey
$6K – – –
HWMA
580
Heritage Wealth Management (Arizona)
Arizona
$5.98K +$2.99K +13 +100%
AP
581
Arlington Partners
Alabama
$5.06K -$9.67K -42 -66%
RA
582
Rise Advisors
New York
$5.06K – – –
HFS
583
Hantz Financial Services
Michigan
$5K -$2.46M -10,346 -100%
CAL
584
Capital Advisors Ltd
Ohio
$5K +$4.79K +67 +2,233%
EARNEST Partners
585
EARNEST Partners
Georgia
$4.83K – – –
CA
586
CoreCap Advisors
Michigan
$4.14K +$4.14K +18 New
JIR
587
James Investment Research
Ohio
$4K -$1.18M -5,331 -100%
FSWA
588
Financial Synergies Wealth Advisors
Texas
$3.91K – – –
MAWCM
589
Mine & Arao Wealth Creation & Management
California
$3.68K – – –
PWMG
590
Prestige Wealth Management Group
New Jersey
$3.68K +$2.53K +11 +220%
BCMLT
591
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.68K +$3.68K +16 New
FRA
592
Front Row Advisors
California
$3K – – –
JWA
593
JFS Wealth Advisors
Pennsylvania
$2.99K -$2.99K -13 -50%
SWA
594
SOA Wealth Advisors
New York
$2.76K -$460 -2 -14%
ME
595
McIlrath & Eck
Washington
$2.76K – – –
DCM
596
Davidson Capital Management
Texas
$2.53K +$921 +4 +57%
RTL
597
Red Tortoise LLC
Georgia
$2.53K +$2.53K +11 New
TWA
598
TCI Wealth Advisors
Arizona
$2.3K -$15K -65 -87%
CAC
599
Core Alternative Capital
Georgia
$2.3K -$1.84K -8 -44%
DIP
600
DT Investment Partners
Pennsylvania
$2.3K – – –
22 23
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