SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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745 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-56
Holders Change %
-6.99%
% of All Funds
12.6%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
282
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$369M
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$850M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$199M
5
AIM
5
Artemis Investment Management
United Kingdom
$104M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.81B
2
Invesco
2
Invesco
Georgia
$317M
3
Franklin Resources
3
Franklin Resources
California
$146M
4
Macquarie Group
4
Macquarie Group
Australia
$1.24M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMF
801
Sterling Manor Financial
New York
– -$284K -507 Closed
MA
802
Menlo Advisors
California
– -$279K -500 Closed
RTS
803
Round Table Services
New Jersey
– -$280K -500 Closed
HT
804
Heritage Trust
Oklahoma
– -$280K -500 Closed
Lido Advisors
805
Lido Advisors
California
– -$276K -495 Closed
EVM
806
Evelyn V. Moreno
– -$272K -487 Closed
SC
807
Scotia Capital
Ontario, Canada
– -$272K -486 Closed
RWB
808
RMR Wealth Builders
New Jersey
– -$269K -480 Closed
LWAC
809
Laurel Wealth Advisors (California)
California
– -$259K -463 Closed
PCA
810
Personal Capital Advisors
California
– -$254K -454 Closed
ZCA
811
Zeke Capital Advisors
Pennsylvania
– -$249K -446 Closed
RA
812
RFG Advisory
Alabama
– -$248K -444 Closed
LNWWM
813
Laird Norton Wetherby Wealth Management
California
– -$244K -436 Closed
TCBWMS
814
Texas Capital Bank Wealth Management Services
Texas
– -$243K -435 Closed
FCH
815
Freestone Capital Holdings
Washington
– -$243K -434 Closed
RMDI
816
R.M. Davis Inc
Maine
– -$242K -432 Closed
CCA
817
Checchi Capital Advisers
California
– -$239K -427 Closed
NFG
818
Nations Financial Group
Iowa
– -$239K -427 Closed
MCM
819
Monument Capital Management
Virginia
– -$238K -426 Closed
VC
820
Veracity Capital
Georgia
– -$237K -424 Closed
LOAMU
821
Lombard Odier Asset Management (USA)
New York
– -$235K -420 Closed
HAM
822
HoldCo Asset Management
Florida
– -$230K -412 Closed
NC
823
NinePointTwo Capital
California
– -$227K -407 Closed
BEC
824
Blue Edge Capital
Virginia
– -$224K -400 Closed
NRS
825
Neville Rodie & Shaw
New York
– -$219K -400 Closed
31 32
33
34 35