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 %
FAG
776
Fortitude Advisory Group
Washington
$32K +$32K +47 New
Bank Julius Baer & Co
777
Bank Julius Baer & Co
Switzerland
$32K +$32K +47 New
COCM
778
Charter Oak Capital Management
New Hampshire
$28K +$28K +42 New
SC
779
Seldon Capital
California
$28K +$28K +42 New
FMB
780
Field & Main Bank
Kentucky
$27K -$40.5K -60 -60%
TWA
781
TCI Wealth Advisors
Arizona
$27K – – –
KPCM
782
Kings Point Capital Management
New York
$27K – – –
CI
783
Carroll Investors
South Carolina
$27K +$27K +40 New
LCM
784
Logan Capital Management
Pennsylvania
$26K -$15.1K -22 -37%
AF
785
Advisornet Financial
Minnesota
$25K -$2.03K -3 -8%
VNA
786
Valley National Advisers
Pennsylvania
$25K +$1.35K +2 +6%
EWA
787
EverSource Wealth Advisors
Alabama
$25K +$25K +37 New
EWM
788
Evermay Wealth Management
Virginia
$24K – – –
CH
789
Canton Hathaway
Rhode Island
$24K – – –
GWM
790
Geneos Wealth Management
Colorado
$24K +$2.67K +4 +13%
AWA
791
Amplius Wealth Advisors
Pennsylvania
$24K +$24K +36 New
TFP
792
Tilia Fiduciary Partners
North Carolina
$24K +$24K +36 New
GWS
793
Glassman Wealth Services
Virginia
$23K +$8.79K +13 +62%
CA
794
Cornerstone Advisory
Maryland
$22K +$22K +32 New
MWM
795
Mascoma Wealth Management
New Hampshire
$22K +$22K +33 New
GWSG
796
GPS Wealth Strategies Group
Colorado
$21K – – –
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
EPM
798
Equitec Proprietary Markets
Illinois
$20K +$20K +29 New
EW
799
Evoke Wealth
California
$18K -$2K -3 -10%
LWA
800
Lenox Wealth Advisors
New York
$18K +$2K +3 +13%
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