SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

745 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-56
Holders Change %
-6.99%
% of All Funds
12.6%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
282
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$450M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$286M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$130M
5
AIM
Artemis Investment Management
United Kingdom
+$94.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$287M
2
Invesco
Invesco
Georgia
-$185M
3
Franklin Resources
Franklin Resources
California
-$109M
4
Macquarie Group
Macquarie Group
Australia
-$71.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
626
CKW Financial Group
Hawaii
$53K – – –
SSG
627
Summit Securities Group
New York
$49K +$39.5K +100 +417%
Bank of Montreal
628
Bank of Montreal
Ontario, Canada
$47K -$3.4K -8,065 -7%
PFBT
629
Parkside Financial Bank & Trust
Missouri
$44K -$389 -1 -0.9%
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$43K -$18.5K -47 -30%
SWM
631
SeaCrest Wealth Management
New York
$43K +$43K +108 New
EDRH
632
Edmond de Rothschild Holding
Switzerland
$41K -$15.1K -38 -27%
HI
633
Harbour Investments
Wisconsin
$41K +$41K +104 New
COCM
634
Charter Oak Capital Management
New Hampshire
$40K -$8.32K -21 -17%
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
BONH
636
Bank of New Hampshire
New Hampshire
$40K – – –
CFB
637
Cullen/Frost Bankers
Texas
$39K -$177K -454 -82%
TH
638
TCTC Holdings
Texas
$39K – – –
JC
639
JCSD Capital
California
$39K +$39K +100 New
Pacer Advisors
640
Pacer Advisors
Pennsylvania
$37K -$6.07M -15,424 -99%
BAM
641
Byrne Asset Management
New Jersey
$36K -$24K -60 -40%
BWM
642
Baystate Wealth Management
Massachusetts
$36K – – –
VNA
643
Valley National Advisers
Pennsylvania
$36K +$9.21K +22 +34%
TFS
644
TrustCore Financial Services
Tennessee
$32K – – –
MW
645
Milestone Wealth
New York
$32K – – –
TWA
646
TCI Wealth Advisors
Arizona
$30K +$10.3K +26 +52%
IA
647
IFP Advisors
Florida
$29K – – –
GWM
648
Geneos Wealth Management
Colorado
$28K – – –
AssetMark Inc
649
AssetMark Inc
California
$27K -$486K -1,224 -95%
FHA
650
First Horizon Advisors
Tennessee
$27K +$18K +48 +200%
24 25
26
27 28