SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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669 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 252 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-76
Holders Change %
-10.2%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
242
Reduced
252
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$475M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$138M
3
State Street
3
State Street
Massachusetts
$1.03B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$175M
5
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$809M

Top Sellers

1
Swedbank
1
Swedbank
Sweden
$141M
2
Amundi
2
Amundi
France
$55.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$211M
5
FAM
5
Fred Alger Management
New York
$6.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
726
Arjuna Capital
North Carolina
– -$263K -666 Closed
ARC
727
Advisor Resource Council
Texas
– -$257K -649 Closed
AWS
728
Atria Wealth Solutions
New York
– -$255K -646 Closed
Brown Advisory
729
Brown Advisory
Maryland
– -$254K -644 Closed
VAS
730
Vestmark Advisory Solutions
Massachusetts
– -$250K -633 Closed
PG
731
Patten Group
Tennessee
– -$266K -628 Closed
ESCM
732
Echo Street Capital Management
New York
– -$244K -619 Closed
MS
733
Maven Securities
Jersey
– -$239K -605 Closed
CPIG
734
Chicago Partners Investment Group
Illinois
– -$244K -604 Closed
FMAEN1
735
Fund Management at Engine No 1
California
– -$235K -594 Closed
SIA
736
Schechter Investment Advisors
Michigan
– -$228K -577 Closed
MNBTD
737
Moody National Bank Trust Division
Texas
– -$227K -574 Closed
SS
738
Simplicity Solutions
Minnesota
– -$224K -567 Closed
PCA
739
Peddock Capital Advisors
Massachusetts
– -$218K -552 Closed
BHIA
740
Birch Hill Investment Advisors
Massachusetts
– -$217K -550 Closed
SW
741
StrongBox Wealth
Missouri
– -$213K -539 Closed
MIC
742
Meridian Investment Counsel
California
– -$211K -535 Closed
FTDI
743
First Trust Direct Indexing
Massachusetts
– -$211K -534 Closed
CWM
744
Curi Wealth Management
North Carolina
– -$210K -532 Closed
CM
745
Castleark Management
Illinois
– -$209K -530 Closed
CI
746
Conning Inc
Connecticut
– -$209K -528 Closed
V
747
Veritable
Delaware
– -$205K -518 Closed
FAM
748
Fenimore Asset Management
New York
– -$204K -517 Closed
WAS
749
Wealth Advisory Solutions
Indiana
– -$204K -516 Closed
MG
750
Mather Group
Illinois
– -$201K -510 Closed
28 29
30
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