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 %
E
726
Ergoteles
New York
– -$406K -1,046 Closed
PNC
727
Park National Corp
Ohio
– -$357K -920 Closed
CWM
728
Circle Wealth Management
New Jersey
– -$348K -897 Closed
QC
729
QCM Cayman
Texas
– -$334K -862 Closed
CIC
730
Chase Investment Counsel
Virginia
– -$281K -725 Closed
WG
731
Winton Group
United Kingdom
– -$268K -691 Closed
AA
732
Aufman Associates
Pennsylvania
– -$233K -600 Closed
SHGA
733
Sand Hill Global Advisors
California
– -$219K -564 Closed
LSAG
734
Lake Street Advisors Group
New Hampshire
– -$213K -550 Closed
FFG
735
Fortem Financial Group
California
– -$142K -366 Closed
VCG
736
Vantage Consulting Group
Virginia
– -$104K -268 Closed
IFAM
737
Institutional & Family Asset Management
Colorado
– -$94K -243 Closed
FCH
738
Freestone Capital Holdings
Washington
– -$81.8K -211 Closed
RPWA
739
Regent Peak Wealth Advisors
Georgia
– -$65K -168 Closed
PWPS
740
Pinnacle Wealth Planning Services
Ohio
– -$55K -141 Closed
LWCFA
741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$39K -101 Closed
FTDI
742
First Trust Direct Indexing
Massachusetts
– -$29K -75 Closed
DA
743
Denali Advisors
California
– -$27K -70 Closed
ADIM
744
Alpha DNA Investment Management
Maryland
– -$12K -31 Closed
AIL
745
AGF Investments LLC
Ontario, Canada
– -$12K -30 Closed
GKIM
746
GW&K Investment Management
Massachusetts
– -$10K -26 Closed
LGA
747
Lebenthal Global Advisors
New York
– -$9K -25 Closed
SSB
748
Sandy Spring Bank
Maryland
– -$10K -25 Closed
TPWA
749
TRUE Private Wealth Advisors
Oregon
– -$6K -18 Closed
CAAS
750
Capital Asset Advisory Services
Michigan
– -$5K -14 Closed
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