SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

Back to rankings

801 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 289 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-69
Holders Change %
-7.93%
% of All Funds
12.68%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
289
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.37B
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$996M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$138M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$335M
5
Capital Research Global Investors
Capital Research Global Investors
California
$400M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$185M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$6.67M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
726
Carroll Investors
South Carolina
$22K – – –
TAM
727
Tucker Asset Management
Colorado
$21.3K +$15.1K +27 +245%
AF
728
Advisornet Financial
Minnesota
$21K – – –
GWS
729
Glassman Wealth Services
Virginia
$21K +$1.7K +3 +9%
EW
730
Evoke Wealth
California
$21K +$5.68K +10 +37%
TFP
731
Tilia Fiduciary Partners
North Carolina
$20K – – –
TAIM
732
TD Ameritrade Investment Management
Nebraska
$20K +$6.29K +11 +46%
CFGS
733
Concourse Financial Group Securities
Alabama
$19K -$23.5K -42 -55%
EWA
734
EverSource Wealth Advisors
Alabama
$19K -$2.3K -4 -11%
MWM
735
Mascoma Wealth Management
New Hampshire
$18K – – –
C
736
Covestor
United Kingdom
$18K +$7.31K +13 +68%
GWSG
737
GPS Wealth Strategies Group
Colorado
$17K – – –
FMII
738
Farmers & Merchants Investments Inc
Nebraska
$17K +$567 +1 +3%
PCH
739
Polar Capital Holdings
United Kingdom
$16.6K +$6.03K +10,782 +57%
TFO
740
Tarbox Family Office
California
$14K +$6.16K +11 +79%
CYG
741
Clean Yield Group
Vermont
$14K +$14K +25 New
GIA
742
GHP Investment Advisors
Colorado
$14K +$14K +25 New
DC
743
DeDora Capital
California
$14K +$14K +25 New
FHA
744
First Horizon Advisors
Tennessee
$13K -$22.2K -41 -63%
SSG
745
Summit Securities Group
New York
$13K +$13K +24 New
EWM
746
Evermay Wealth Management
Virginia
$12K -$7.09K -13 -37%
LWA
747
Lenox Wealth Advisors
New York
$12K -$1.5K -3 -11%
ZB
748
Zions Bancorporation
Utah
$12K – – –
EARNEST Partners
749
EARNEST Partners
Georgia
$12K – – –
FCFS
750
First Command Financial Services
Texas
$11K – – –
28 29
30
31 32