SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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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 %
EE
626
EWG Elevate
California
$921 +$921 +4 New
MPCL
627
My Personal CFO LLC
Washington
$921 +$921 +4 New
BBPWM
628
Blue Bell Private Wealth Management
Pennsylvania
$690 – – –
BWM
629
BerganKDV Wealth Management
Minnesota
$690 – – –
CSPIA
630
Cary Street Partners Investment Advisory
Virginia
$690 +$690 +3 New
SSB
631
Sandy Spring Bank
Maryland
$690 +$690 +3 New
PO
632
Private Ocean
California
$461 +$461 +2 New
Kayne Anderson Rudnick Investment Management
633
Kayne Anderson Rudnick Investment Management
California
$460 – – –
AA
634
Addison Advisors
Vermont
$460 – – –
NMG
635
New Millennium Group
Utah
$460 – – –
AWM
636
Avior Wealth Management
Nebraska
$460 +$230 +1 +100%
PMFA
637
Plante Moran Financial Advisors
Michigan
$230 +$230 +1 New
WWM
638
Wolff Wiese Magana
California
$230 +$230 +1 New
Capital International Investors
639
Capital International Investors
California
– -$844M -2,513,490 Closed
Capital Research Global Investors
640
Capital Research Global Investors
California
– -$654M -1,947,234 Closed
AI
641
Axiom Investors
Connecticut
– -$89.1M -265,315 Closed
Boston Partners
642
Boston Partners
Massachusetts
– -$58.6M -174,759 Closed
RG
643
Rathbones Group
United Kingdom
– -$53.8M -160,145 Closed
SIMG
644
Stephens Investment Management Group
Texas
– -$42.1M -125,425 Closed
AIM
645
Artemis Investment Management
United Kingdom
– -$40.9M -121,709 Closed
QC
646
Quadrature Capital
United Kingdom
– -$26.2M -78,022 Closed
CGPCS
647
Capital Group Private Client Services
California
– -$20.6M -61,206 Closed
CII
648
Capital International Inc
California
– -$17.6M -52,279 Closed
CSS
649
Cubist Systematic Strategies
Connecticut
– -$13M -38,801 Closed
LFDLE
650
La Financiere de L'Echiquier
France
– -$11.8M -35,200 Closed
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