SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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87 hedge funds and large institutions have $976K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 553 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-554
Holders Change %
-86.43%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
29
Closed
553
Calls
$77K
Puts
–
Net Calls
+$77K
Net Calls Change
+$124M

Top Buyers

1
JEST
JTC Employer Solutions Trustee
Jersey
$170K
2
BCM
Basswood Capital Management
New York
$57.2K
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$38K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22K
5
TAMH
Taikang Asset Management (HK)
Hong Kong
$180K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
BlackRock
BlackRock
New York
$0
3
State Street
State Street
Massachusetts
$0
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$0
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
576
Sierra Capital
Florida
– -$7K -29 Closed
KFP
577
KB Financial Partners
New Jersey
– -$6K -25 Closed
AP
578
Arlington Partners
Alabama
– -$5.06K -22 Closed
JIR
579
James Investment Research
Ohio
– -$4K -18 Closed
FSWA
580
Financial Synergies Wealth Advisors
Texas
– -$3.91K -17 Closed
BCMLT
581
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.68K -16 Closed
MAWCM
582
Mine & Arao Wealth Creation & Management
California
– -$3.68K -16 Closed
PWMG
583
Prestige Wealth Management Group
New Jersey
– -$3.68K -16 Closed
JWA
584
JFS Wealth Advisors
Pennsylvania
– -$2.99K -13 Closed
ME
585
McIlrath & Eck
Washington
– -$2.76K -12 Closed
DCM
586
Davidson Capital Management
Texas
– -$2.53K -11 Closed
RTL
587
Red Tortoise LLC
Georgia
– -$2.53K -11 Closed
TWA
588
TCI Wealth Advisors
Arizona
– -$2.3K -10 Closed
TSW
589
Thompson Siegel & Walmsley
Virginia
– -$2K -10 Closed
CAC
590
Core Alternative Capital
Georgia
– -$2.3K -10 Closed
DIP
591
DT Investment Partners
Pennsylvania
– -$2.3K -10 Closed
AAG
592
Armstrong Advisory Group
Massachusetts
– -$2.07K -9 Closed
SC
593
Schubert & Co
Texas
– -$2.07K -9 Closed
SIC
594
SJS Investment Consulting
Ohio
– -$1.61K -7 Closed
CWP
595
Concord Wealth Partners
Virginia
– -$1.61K -7 Closed
USCWA
596
U.S. Capital Wealth Advisors
Texas
– -$1.38K -6 Closed
DI
597
Disciplined Investments
Oklahoma
– -$1.38K -6 Closed
MA
598
MCF Advisors
Kentucky
– -$1.38K -6 Closed
HCP
599
Hexagon Capital Partners
Arkansas
– -$1.15K -5 Closed
FA
600
Fiduciary Alliance
South Carolina
– -$1.15K -5 Closed
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