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 %
IPW
801
IronBridge Private Wealth
Texas
$17K – – –
BIA
802
Bell Investment Advisors
California
$17K +$1.36K +2 +9%
CFO
803
CVA Family Office
Colorado
$17K +$17K +25 New
SFM
804
Signet Financial Management
New Jersey
$16K +$16K +23 New
MIM
805
Macroview Investment Management
Maryland
$16K +$16K +23 New
TAIM
806
TD Ameritrade Investment Management
Nebraska
$16K +$16K +24 New
ZB
807
Zions Bancorporation
Utah
$15K +$682 +1 +5%
EARNEST Partners
808
EARNEST Partners
Georgia
$14K – – –
FCFS
809
First Command Financial Services
Texas
$14K +$14K +20 New
C
810
Covestor
United Kingdom
$13K +$13K +19 New
PCH
811
Polar Capital Holdings
United Kingdom
$12.8K +$1.37K +2,023 +12%
MCM
812
MV Capital Management
Maryland
$12K +$2.82K +4 +31%
CCM
813
Chilton Capital Management
Texas
$12K +$12K +18 New
BA
814
Bellwether Advisors
Nebraska
$12K +$12K +19 New
MAWCM
815
Mine & Arao Wealth Creation & Management
California
$11K +$11K +16 New
FMP
816
Financial Management Professionals
Texas
$10K – – –
CWC
817
Carolinas Wealth Consulting
North Carolina
$10K – – –
HNWAG
818
High Net Worth Advisory Group
Florida
$10K +$10K +15 New
M1FG
819
Mach-1 Financial Group
Arkansas
$10K +$10K +16 New
TFO
820
Tarbox Family Office
California
$9K -$643 -1 -7%
FRA
821
Front Row Advisors
California
$9K – – –
CTB
822
Country Trust Bank
Illinois
$9K +$5.54K +8 +160%
ME
823
McIlrath & Eck
Washington
$8K – – –
JWA
824
JFS Wealth Advisors
Pennsylvania
$8K +$4.67K +7 +140%
TAM
825
Tucker Asset Management
Colorado
$7.47K +$7.47K +11 New
31 32
33
34 35