SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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870 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 309 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+98
Holders Change %
+12.69%
% of All Funds
13.44%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
161
Increased
309
Reduced
282
Closed
53
Calls
$220M
Puts
$280M
Net Calls
-$59.4M
Net Calls Change
+$67.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$538M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.24B
3
NAM
Nissay Asset Management
Japan
$103M
4
Franklin Resources
Franklin Resources
California
$386M
5
BlackRock
BlackRock
New York
$3.49B

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$98.3M
2
Capital International Investors
Capital International Investors
California
$1.3B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$278M
4
SC
Samlyn Capital
New York
$0
5
ClearBridge Investments
ClearBridge Investments
New York
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
701
Lineweaver Wealth Advisors
Ohio
$224K -$20.3K -30 -8%
Los Angeles Capital Management
702
Los Angeles Capital Management
California
$224K -$3.39K -5 -1%
BFEC
703
Benjamin F. Edwards & Company
Missouri
$222K -$21.7K -32 -9%
APA
704
American Portfolios Advisors
New York
$219K +$15.6K +23 +8%
BDF
705
Balasa Dinverno & Foltz
$219K – – –
TSS
706
Two Sigma Securities
New York
$217K -$351K -518 -62%
TC
707
TownSquare Capital
Utah
$212K -$53K -78 -20%
GBT
708
Grove Bank & Trust
Florida
$212K – – –
CGL
709
Clarius Group LLC
Washington
$212K +$212K +313 New
RCG
710
Regatta Capital Group
California
$208K +$208K +306 New
EI
711
Ethic Inc
New York
$208K +$208K +307 New
BL
712
Balentine LLC
Georgia
$203K +$203K +299 New
AA
713
Aufman Associates
Pennsylvania
$203K +$203K +300 New
SL
714
Summitry LLC
California
$203K +$203K +300 New
JDR
715
Jay D. Rosenbaum
$203K +$203K +300 New
JWCA
716
J.W. Cole Advisors
Florida
$201K +$201K +296 New
GA
717
GraniteShares Advisors
New York
$182K +$182K +269 New
NC
718
NewSquare Capital
Pennsylvania
$180K – – –
MUMSS
719
Mitsubishi UFJ Morgan Stanley Securities
Japan
$178K +$178K +262 New
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$175K -$1.42M -2,095 -89%
IAIM
721
Industrial Alliance Investment Management
Quebec, Canada
$170K +$170K +250 New
PCM
722
Penserra Capital Management
California
$169K -$169K -250 -50%
SMFG
723
Sumitomo Mitsui Financial Group
Japan
$167K -$220K -322 -57%
Loomis, Sayles & Company
724
Loomis, Sayles & Company
Massachusetts
$164K -$11.5K -17 -7%
BAM
725
Belpointe Asset Management
Nevada
$140K -$62.5K -92 -31%
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