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 %
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$244K -$35.3K -63 -13%
FCH
627
Freestone Capital Holdings
Washington
$243K -$14.6K -26 -6%
TCBWMS
628
Texas Capital Bank Wealth Management Services
Texas
$243K – – –
RMDI
629
R.M. Davis Inc
Maine
$242K – – –
NFG
630
Nations Financial Group
Iowa
$239K -$260K -465 -52%
CCA
631
Checchi Capital Advisers
California
$239K +$36.4K +65 +18%
MCM
632
Monument Capital Management
Virginia
$238K -$35.2K -63 -13%
VC
633
Veracity Capital
Georgia
$237K -$237K -424 -50%
LOAMU
634
Lombard Odier Asset Management (USA)
New York
$235K +$235K +420 New
HAM
635
HoldCo Asset Management
Florida
$230K -$38.6M -69,123 -99%
NC
636
NinePointTwo Capital
California
$227K – – –
WWM
637
Wagner Wealth Management
South Carolina
$224K – – –
BEC
638
Blue Edge Capital
Virginia
$224K – – –
LOIM
639
Liberty One Investment Management
Illinois
$223K +$1.12K +2 +0.5%
EI
640
Ethic Inc
New York
$223K +$51K +91 +30%
Capstone Investment Advisors
641
Capstone Investment Advisors
New York
$222K +$222K +396 New
PWPS
642
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +397 New
AIA
643
Angeles Investment Advisors
California
$221K -$711K -1,270 -76%
NJBEST
644
New Jersey Better Educational Savings Trust
New Jersey
$221K – – –
V
645
Veritable
Delaware
$221K +$21.8K +39 +11%
YIH
646
Y-Intercept (HK)
Hong Kong
$219K -$142K -253 -39%
NRS
647
Neville Rodie & Shaw
New York
$219K – – –
CMBA
648
C.M. Bidwell & Associates
Hawaii
$219K – – –
CA
649
Clearstead Advisors
Ohio
$218K +$12.3K +22 +6%
RIA
650
Realta Investment Advisors
Delaware
$216K -$2.24K -4 -1%
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