SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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710 hedge funds and large institutions have $24.4B invested in SVB Financial Group in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 230 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+104
Holders Change %
+17.16%
% of All Funds
12.5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
159
Increased
230
Reduced
243
Closed
47
Calls
$128M
Puts
$336M
Net Calls
-$208M
Net Calls Change
-$127M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$589M
2
HL
Harding Loevner
New Jersey
$695M
3
Citadel Advisors
Citadel Advisors
Florida
$220M
4
N
Natixis
France
$160M
5
Artisan Partners
Artisan Partners
Wisconsin
$297M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$286M
2
Swedbank
Swedbank
Sweden
$276M
3
Deutsche Bank
Deutsche Bank
Germany
$146M
4
Invesco
Invesco
Georgia
$432M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
701
HHM Wealth Advisors
Tennessee
$1K – – –
MLFP
702
MPS Loria Financial Planners
Illinois
$1K – – –
BWM
703
BerganKDV Wealth Management
Minnesota
$1K – – –
PWMG
704
Prestige Wealth Management Group
New Jersey
$1K – – –
CCM
705
Covington Capital Management
California
$1K +$1K +2 New
NFSG
706
Newbridge Financial Services Group
Florida
$1K +$1K +2 New
LPARFS
707
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$770 +$770 +1,560 New
BBHC
708
Brown Brothers Harriman & Co
New York
$11 +$5 +9 +69%
DAM
709
Davis Asset Management
California
– -$48.5M -125,000 Closed
BTW
710
Boston Trust Walden
Massachusetts
– -$20M -51,550 Closed
MDSL
711
M.D. Sass LLC
New York
– -$19.5M -50,380 Closed
Natixis Advisors
712
Natixis Advisors
Massachusetts
– -$4.38M -11,282 Closed
MSA
713
Mason Street Advisors
Wisconsin
– -$2.77M -7,145 Closed
PI
714
PEAK6 Investments
Illinois
– -$2.28M -5,874 Closed
CA
715
Capitolis Advisors
New York
– -$2.26M -5,832 Closed
SH
716
Svenska Handelsbanken
Sweden
– -$1.47M -3,800 Closed
BPM
717
Bowling Portfolio Management
Ohio
– -$1.44M -3,716 Closed
JG
718
Jefferies Group
New York
– -$1.36M -3,500 Closed
SWRP
719
Summit Wealth & Retirement Planning
California
– -$1.14M -2,937 Closed
SRAM
720
Spouting Rock Asset Management
Pennsylvania
– -$1.05M -2,697 Closed
SC
721
SRB Corp
Massachusetts
– -$865K -2,230 Closed
OR
722
Olympiad Research
Connecticut
– -$621K -1,600 Closed
MC
723
Maverick Capital
Texas
– -$607K -1,565 Closed
AII
724
AGF Investments Inc
Ontario, Canada
– -$476K -1,227 Closed
OTPPB
725
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$457K -1,178 Closed
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