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 %
AP
601
Americana Partners
Texas
$284K – – –
CCI
602
Credit Capital Investments
New Jersey
$284K +$284K +507 New
AC
603
Avestar Capital
New York
$284K +$284K +508 New
WAS
604
Wealth Advisory Solutions
Indiana
$283K +$283K +506 New
HT
605
Heritage Trust
Oklahoma
$280K – – –
RTS
606
Round Table Services
New Jersey
$280K – – –
MA
607
Menlo Advisors
California
$279K – – –
FMAEN1
608
Fund Management at Engine No 1
California
$278K +$278K +497 New
Lido Advisors
609
Lido Advisors
California
$276K -$212K -380 -43%
ST
610
Smithfield Trust
Pennsylvania
$273K -$1.71K -3 -0.6%
SC
611
Scotia Capital
Ontario, Canada
$272K -$1.84M -3,291 -87%
EVM
612
Evelyn V. Moreno
$272K +$272K +487 New
S
613
Seeyond
France
$270K -$7.27K -13 -3%
RWB
614
RMR Wealth Builders
New Jersey
$269K +$269K +480 New
UCFA
615
United Capital Financial Advisors
Texas
$267K +$48K +86 +22%
BWP
616
Baldwin Wealth Partners
Massachusetts
$266K +$5.6K +10 +2%
SIM
617
Sentry Investment Management
Wisconsin
$265K +$3.36K +6 +1%
CAM
618
Cresset Asset Management
Illinois
$264K -$67.7K -121 -20%
LWAC
619
Laurel Wealth Advisors (California)
California
$259K -$559 -1 -0.2%
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$257K +$43.1K +77 +20%
PCA
621
Personal Capital Advisors
California
$254K -$17.3K -31 -6%
SS
622
Simplicity Solutions
Minnesota
$250K -$353K -630 -59%
ZCA
623
Zeke Capital Advisors
Pennsylvania
$249K +$249K +446 New
RA
624
RFG Advisory
Alabama
$248K -$12.3K -22 -5%
ARC
625
Advisor Resource Council
Texas
$246K -$78.8K -141 -24%
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