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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$0
2
BlackRock
2
BlackRock
New York
$0
3
State Street
3
State Street
Massachusetts
$0
4
ATO
4
Alecta Tjanstepension Omsesidigt
Sweden
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
601
Arax Advisory Partners
Colorado
– -$1.15K -5 Closed
HCP
602
Hexagon Capital Partners
Arkansas
– -$1.15K -5 Closed
MA
603
Montag & Associates
Georgia
– -$921 -4 Closed
Jones Financial Companies
604
Jones Financial Companies
Missouri
– -$1K -4 Closed
CTA
605
Colonial Trust Advisors
South Carolina
– -$921 -4 Closed
AWM
606
Accurate Wealth Management
Florida
– -$1.01K -4 Closed
MPCL
607
My Personal CFO LLC
Washington
– -$921 -4 Closed
EE
608
EWG Elevate
California
– -$921 -4 Closed
VCM
609
Versant Capital Management
Arizona
– -$921 -4 Closed
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
– -$690 -3 Closed
BBPWM
611
Blue Bell Private Wealth Management
Pennsylvania
– -$690 -3 Closed
SSB
612
Sandy Spring Bank
Maryland
– -$690 -3 Closed
BWM
613
BerganKDV Wealth Management
Minnesota
– -$690 -3 Closed
AA
614
Addison Advisors
Vermont
– -$460 -2 Closed
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
– -$460 -2 Closed
AWM
616
Avior Wealth Management
Nebraska
– -$460 -2 Closed
NMG
617
New Millennium Group
Utah
– -$460 -2 Closed
PO
618
Private Ocean
California
– -$461 -2 Closed
WWM
619
Wolff Wiese Magana
California
– -$230 -1 Closed
ANBT
620
American National Bank & Trust
Texas
– -$1K -1 Closed
GCS
621
Gordian Capital (Singapore)
Singapore
– -$1K -1 Closed
PMFA
622
Plante Moran Financial Advisors
Michigan
– -$230 -1 Closed
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