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 %
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K – – –
ICM
752
Islay Capital Management
Texas
$68K -$24.5K -36 -26%
CFB
753
Cullen/Frost Bankers
Texas
$68K – – –
TH
754
TCTC Holdings
Texas
$68K – – –
Lazard Asset Management
755
Lazard Asset Management
New York
$68K +$68K +101 New
SAM
756
Sycomore Asset Management
France
$64K +$64K +93 New
SWA
757
SOA Wealth Advisors
New York
$62K – – –
BWM
758
Baystate Wealth Management
Massachusetts
$61K – – –
PCG
759
Private Capital Group
Connecticut
$60K -$4.05K -6 -6%
EI
760
Ellevest Inc
New York
$57K +$53.6K +79 +1,580%
MW
761
Milestone Wealth
New York
$54K +$54K +80 New
CFGS
762
Concourse Financial Group Securities
Alabama
$52K +$4.79K +7 +10%
WOC
763
West Oak Capital
California
$51K – – –
GAM
764
Gemmer Asset Management
California
$45K – – –
KFP
765
KB Financial Partners
New Jersey
$45K +$45K +67 New
FHA
766
First Horizon Advisors
Tennessee
$44K +$22.3K +33 +103%
FCG
767
Financial Connections Group
California
$44K +$44K +66 New
AP
768
Arlington Partners
Alabama
$43K +$43K +64 New
HI
769
Harbour Investments
Wisconsin
$42K -$398K -588 -90%
TFS
770
TrustCore Financial Services
Tennessee
$41K -$13.7K -20 -25%
HWA
771
HHM Wealth Advisors
Tennessee
$39K – – –
LFG
772
Larson Financial Group
Missouri
$39K +$9.58K +14 +33%
GI
773
Gradient Investments
Minnesota
$35K +$34.3K +50 +5,000%
MP
774
McDonald Partners
Ohio
$33.2K +$33.2K +49 New
ACM
775
Absolute Capital Management
Pennsylvania
$33.2K +$33.2K +49 New
29 30
31
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