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
$732M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$369M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$850M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$199M
5
AIM
Artemis Investment Management
United Kingdom
$104M

Top Sellers

1
BlackRock
BlackRock
New York
$1.81B
2
Invesco
Invesco
Georgia
$317M
3
Franklin Resources
Franklin Resources
California
$146M
4
Macquarie Group
Macquarie Group
Australia
$1.24M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
676
Private Capital Group
Connecticut
$12K -$26.1K -63 -68%
EWA
677
EverSource Wealth Advisors
Alabama
$12K -$375 -1 -3%
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
FPS
679
Fieldpoint Private Securities
Connecticut
$11K -$15.7K -40 -59%
KFP
680
KB Financial Partners
New Jersey
$10K -$16.8K -42 -63%
CA
681
CoreCap Advisors
Michigan
$10K +$10K +26 New
EWM
682
Evermay Wealth Management
Virginia
$9K – – –
BIA
683
Bell Investment Advisors
California
$9K +$9K +23 New
CFO
684
CVA Family Office
Colorado
$8K -$16K -40 -67%
GIA
685
GHP Investment Advisors
Colorado
$8K -$2K -5 -20%
EARNEST Partners
686
EARNEST Partners
Georgia
$8K – – –
FCFS
687
First Command Financial Services
Texas
$8K – – –
FCB
688
First Command Bank
Texas
$8K – – –
JWA
689
JFS Wealth Advisors
Pennsylvania
$8K +$1.68K +4 +27%
PCH
690
Polar Capital Holdings
United Kingdom
$7.14K -$4.59K -11,629 -39%
CAC
691
Core Alternative Capital
Georgia
$7K +$2.33K +6 +50%
FSWA
692
Financial Synergies Wealth Advisors
Texas
$6.72K +$6.72K +17 New
TAIM
693
TD Ameritrade Investment Management
Nebraska
$6K -$8K -20 -57%
FRA
694
Front Row Advisors
California
$6K – – –
MAWCM
695
Mine & Arao Wealth Creation & Management
California
$6K – – –
LCM
696
Logan Capital Management
Pennsylvania
$6K – – –
ODG
697
O'Dell Group
Ohio
$6K +$6K +15 New
HWMA
698
Heritage Wealth Management (Arizona)
Arizona
$5.14K – – –
SWA
699
SOA Wealth Advisors
New York
$5K -$25.7K -77 -84%
FMP
700
Financial Management Professionals
Texas
$5K -$1.15K -3 -19%
26 27
28
29 30