SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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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 %
FCG
651
Financial Connections Group
California
$26K – – –
UWM
652
Urban Wealth Management
California
$26K +$26K +65 New
AP
653
Arlington Partners
Alabama
$25K – – –
BTI
654
Blue Trust Inc
Georgia
$24K +$24K +43 New
CI
655
CX Institutional
Indiana
$24K +$24K +60 New
CA
656
Crewe Advisors
Utah
$24K +$24K +60 New
LFG
657
Larson Financial Group
Missouri
$23K – – –
HWA
658
HHM Wealth Advisors
Tennessee
$23K – – –
CWC
659
Carolinas Wealth Consulting
North Carolina
$20K +$14K +35 +233%
HNWAG
660
High Net Worth Advisory Group
Florida
$20K +$14K +35 +233%
PTC
661
Private Trust Company
Ohio
$20K +$20K +51 New
SC
662
Seldon Capital
California
$17K – – –
GWS
663
Glassman Wealth Services
Virginia
$17K +$2.02K +5 +14%
FMB
664
Field & Main Bank
Kentucky
$16K – – –
ICM
665
Islay Capital Management
Texas
$16K – – –
DMKJ
666
David M. Knott Jr
$16K +$16K +40 New
BLC
667
Brown, Lisle/Cummings
Rhode Island
$15.8K +$15.8K +40 New
TAM
668
Tucker Asset Management
Colorado
$15K – – –
EW
669
Evoke Wealth
California
$15K – – –
MCM
670
MV Capital Management
Maryland
$15K +$7.9K +20 +111%
WOC
671
West Oak Capital
California
$14K -$16K -40 -53%
C
672
Covestor
United Kingdom
$14K +$1.2K +3 +9%
ZB
673
Zions Bancorporation
Utah
$14K +$5.2K +13 +59%
MWM
674
Mascoma Wealth Management
New Hampshire
$13K – – –
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$13K +$11.4K +28 +700%
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