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 %
AA
826
Ancora Advisors
Ohio
$7K – – –
TSW
827
Thompson Siegel & Walmsley
Virginia
$7K – – –
LPWM
828
Lake Point Wealth Management
Texas
$7K – – –
GCS
829
Gordian Capital (Singapore)
Singapore
$7K +$7K +10 New
OF
830
Outfitter Financial
Maine
$7K +$7K +10 New
RA
831
Rise Advisors
New York
$6.78K +$6.78K +10 New
PAI
832
Pittenger & Anderson Inc
Nebraska
$6K – – –
TFM
833
TFC Financial Management
Massachusetts
$6K +$2.67K +4 +80%
DFCM
834
Dark Forest Capital Management
Puerto Rico
$6K +$6K +9 New
CI Investments Inc
835
CI Investments Inc
Ontario, Canada
$5K – – –
CWP
836
Concord Wealth Partners
Virginia
$5K – – –
NFSG
837
Newbridge Financial Services Group
Florida
$5K +$2.5K +4 +100%
WT
838
Washington Trust
Rhode Island
$4K -$2K -3 -33%
BAM
839
Bellevue Asset Management
Washington
$4K – – –
WTA
840
Washington Trust Advisors
Massachusetts
$4K +$4K +6 New
APC
841
Aspire Private Capital
North Carolina
$3K – – –
RIM
842
Ranger Investment Management
Texas
$3K – – –
LF
843
Lee Financial
Texas
$3K – – –
VCM
844
Versant Capital Management
Arizona
$3K – – –
TCWA
845
Ten Capital Wealth Advisors
Washington
$3K – – –
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$3K +$750 +1 +33%
SCA
847
Stonebridge Capital Advisors
Minnesota
$3K +$3K +4 New
PMFA
848
Plante Moran Financial Advisors
Michigan
$3K +$3K +4 New
SC
849
Schubert & Co
Texas
$3K +$3K +4 New
PWMG
850
Prestige Wealth Management Group
New Jersey
$2K – – –
32 33
34
35 36