SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

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 %
DIP
601
DT Investment Partners
Pennsylvania
$2.3K – – –
SC
602
Schubert & Co
Texas
$2.07K -$690 -3 -25%
AAG
603
Armstrong Advisory Group
Massachusetts
$2.07K +$2.07K +9 New
AA
604
Ancora Advisors
Ohio
$2K – – –
TSW
605
Thompson Siegel & Walmsley
Virginia
$2K – – –
SIC
606
SJS Investment Consulting
Ohio
$1.61K +$921 +4 +133%
CWP
607
Concord Wealth Partners
Virginia
$1.61K +$1.61K +7 New
SVCP
608
Silicon Valley Capital Partners
California
$1.42K -$198K -839 -99%
MA
609
MCF Advisors
Kentucky
$1.38K – – –
DI
610
Disciplined Investments
Oklahoma
$1.38K +$460 +2 +50%
USCWA
611
U.S. Capital Wealth Advisors
Texas
$1.38K +$1.38K +6 New
CFGS
612
Concourse Financial Group Securities
Alabama
$1.38K +$1.15K +5 +500%
AAP
613
Arax Advisory Partners
Colorado
$1.15K +$1.15K +5 New
HCP
614
Hexagon Capital Partners
Arkansas
$1.15K +$1.15K +5 New
FA
615
Fiduciary Alliance
South Carolina
$1.15K +$1.15K +5 New
TCA
616
Trifecta Capital Advisors
Illinois
$1.15K +$1.15K +5 New
AWM
617
Accurate Wealth Management
Florida
$1.01K +$1.01K +4 New
TAIM
618
TD Ameritrade Investment Management
Nebraska
$1K -$1.75K -7 -64%
GCS
619
Gordian Capital (Singapore)
Singapore
$1K – – –
BWM
620
Baystate Wealth Management
Massachusetts
$1K – – –
ANBT
621
American National Bank & Trust
Texas
$1K +$1K +1 New
Jones Financial Companies
622
Jones Financial Companies
Missouri
$1K +$1K +4 New
VCM
623
Versant Capital Management
Arizona
$921 – – –
MA
624
Montag & Associates
Georgia
$921 +$921 +4 New
CTA
625
Colonial Trust Advisors
South Carolina
$921 +$921 +4 New
23 24
25
26 27