SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$60.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$728M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.67M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
776
Newbridge Financial Services Group
Florida
$4K – – –
MFT
777
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +8 New
CTB
778
Country Trust Bank
Illinois
$3K -$4.8K -8 -62%
APC
779
Aspire Private Capital
North Carolina
$3K – – –
WTA
780
Washington Trust Advisors
Massachusetts
$3K – – –
DI
781
Disciplined Investments
Oklahoma
$3K +$3K +5 New
SIC
782
SJS Investment Consulting
Ohio
$3K +$3K +5 New
MA
783
MCF Advisors
Kentucky
$3K +$3K +6 New
GKIM
784
GW&K Investment Management
Massachusetts
$3K +$3K +6 New
LF
785
Lee Financial
Texas
$2K – – –
PWMG
786
Prestige Wealth Management Group
New Jersey
$2K – – –
RIM
787
Ranger Investment Management
Texas
$2K – – –
BBPWM
788
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
SCA
789
Stonebridge Capital Advisors
Minnesota
$2K – – –
BWM
790
BerganKDV Wealth Management
Minnesota
$2K – – –
VCM
791
Versant Capital Management
Arizona
$2K – – –
SC
792
Schubert & Co
Texas
$2K – – –
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
FEG
794
Financial Enhancement Group
Indiana
$2K +$2K +3 New
PCA
795
Providence Capital Advisors
North Carolina
$2K +$2K +4 New
AIC
796
Archer Investment Corporation
Indiana
$1.03K – – –
UFF
797
USA Financial Formulas
Michigan
$1K -$1.43M -1,432 -100%
GI
798
Gradient Investments
Minnesota
$1K -$50K -50 -98%
AAP
799
Arax Advisory Partners
Colorado
$1K -$2K -2 -67%
AA
800
Addison Advisors
Vermont
$1K – – –
30 31
32
33 34