SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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641 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 261 increasing their positions, 195 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-28
Holders Change %
-4.19%
% of All Funds
10.34%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
112
Increased
261
Reduced
195
Closed
126
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M

Top Buyers

1
Invesco
Invesco
Georgia
$397M
2
Franklin Resources
Franklin Resources
California
$345M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$163M
4
MU
Mirova US
Massachusetts
$165M
5
Renaissance Technologies
Renaissance Technologies
New York
$166M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.3M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$89M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
701
Raymond James Trust
Florida
– -$329K -980 Closed
MIM
702
Moseley Investment Management
Florida
– -$322K -959 Closed
OSAM
703
O'Shaughnessy Asset Management
Connecticut
– -$313K -932 Closed
SAM
704
Sompo Asset Management
Japan
– -$308K -920 Closed
JCM
705
Janney Capital Management
Pennsylvania
– -$304K -906 Closed
JSL
706
JT Stratford LLC
Georgia
– -$301K -895 Closed
AAS
707
Avantax Advisory Services
Texas
– -$296K -883 Closed
IAN
708
Integrated Advisors Network
Texas
– -$291K -866 Closed
MFA
709
Mayflower Financial Advisors
Massachusetts
– -$280K -834 Closed
CAM
710
Cresset Asset Management
Illinois
– -$278K -826 Closed
RWB
711
RMR Wealth Builders
New Jersey
– -$273K -814 Closed
MOS
712
MGO One Seven
Ohio
– -$264 -787 Closed
DWM
713
Dakota Wealth Management
Florida
– -$253K -754 Closed
GAG
714
GM Advisory Group
New York
– -$252K -750 Closed
UAM
715
UAS Asset Management
New York
– -$252K -750 Closed
AAM
716
Aureus Asset Management
Massachusetts
– -$252K -750 Closed
FFM
717
Forum Financial Management
Illinois
– -$249K -741 Closed
CI
718
Cigna Investments
Connecticut
– -$244K -728 Closed
MAM
719
Meeder Asset Management
Ohio
– -$237K -707 Closed
WFA
720
WMG Financial Advisors
Tennessee
– -$229K -683 Closed
WEG
721
World Equity Group
Illinois
– -$228K -678 Closed
DWA
722
Douglass Winthrop Advisors
New York
– -$227K -677 Closed
VCP
723
Vista Capital Partners
Oregon
– -$226K -672 Closed
TAM
724
Trust Asset Management
Texas
– -$225K -671 Closed
JIC
725
Johnson Investment Counsel
Ohio
– -$221K -658 Closed
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