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 %
EI
676
Ellevest Inc
New York
$97K +$50.2K +90 +107%
CCM
677
Covington Capital Management
California
$94K – – –
RTC
678
Riverview Trust Company
Washington
$94K +$21.8K +39 +30%
EWM
679
Endurance Wealth Management
Rhode Island
$92K – – –
SFO
680
Standard Family Office
South Dakota
$90K +$90K +160 New
KFI
681
Key Financial Inc
Pennsylvania
$89K – – –
Loomis, Sayles & Company
682
Loomis, Sayles & Company
Massachusetts
$87K -$48K -86 -36%
CIM
683
Contravisory Investment Management
Massachusetts
$84K -$12.2K -22 -13%
BAM
684
Byrne Asset Management
New Jersey
$84K – – –
QC
685
Quent Capital
New York
$82K -$4.46K -8 -5%
TWC
686
TD Waterhouse Canada
Ontario, Canada
$81.6K – – –
EDRH
687
Edmond de Rothschild Holding
Switzerland
$79K +$9.53K +17 +14%
CFG
688
CKW Financial Group
Hawaii
$72K – – –
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
TLCM
690
Twin Lakes Capital Management
California
$70K – – –
COCM
691
Charter Oak Capital Management
New Hampshire
$68K +$44.6K +80 +190%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$64K -$20.8K -37 -25%
Canada Pension Plan Investment Board
693
Canada Pension Plan Investment Board
Ontario, Canada
$58K -$1.5M -2,661 -96%
Koshinski Asset Management
694
Koshinski Asset Management
Illinois
$57.1K – – –
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
BONH
696
Bank of New Hampshire
New Hampshire
$57K +$57K +101 New
TH
697
TCTC Holdings
Texas
$56K – – –
MW
698
Milestone Wealth
New York
$54K – – –
PCG
699
Private Capital Group
Connecticut
$52K +$1.7K +3 +3%
SWA
700
SOA Wealth Advisors
New York
$51K – – –
26 27
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29 30