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 %
BWM
851
BerganKDV Wealth Management
Minnesota
$2K – – –
PWMG
852
Prestige Wealth Management Group
New Jersey
$2K – – –
CAM
853
ClariVest Asset Management
California
$2K +$667 +1 +50%
AAP
854
Arax Advisory Partners
Colorado
$2K +$1.33K +2 +200%
PFGIA
855
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +3 New
BBPWM
856
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2K +3 New
CAC
857
Core Alternative Capital
Georgia
$2K +$2K +3 New
AIC
858
Archer Investment Corporation
Indiana
$1.36K +$1.36K +2 New
ST
859
Sageworth Trust
Pennsylvania
$1K -$6K -6 -86%
CFA
860
Carroll Financial Associates
North Carolina
$1K – – –
HGWM
861
Harvest Group Wealth Management
Massachusetts
$1K +$1K +1 New
S
862
Surevest
California
$1K +$1K +1 New
CAL
863
Capital Advisors Ltd
Ohio
$1K +$1K +1 New
CSWM
864
Cassady Schiller Wealth Management
Ohio
$1K +$1K +1 New
STCOSD
865
Sageworth Trust Company of South Dakota
South Dakota
$1K +$1K +2 New
AA
866
Addison Advisors
Vermont
$1K +$1K +2 New
WA
867
WestEnd Advisors
North Carolina
$678 +$678 +1 New
BBHC
868
Brown Brothers Harriman & Co
New York
$466 -$24 -35 -5%
RTC
869
Riverview Trust Company
Washington
$87 – – –
CP
870
Castleview Partners
Texas
$23 +$23 +15,599 New
SC
871
Samlyn Capital
New York
– -$66.1M -102,198 Closed
Balyasny Asset Management
872
Balyasny Asset Management
Illinois
– -$22.9M -35,399 Closed
MSE
873
MUFG Securities EMEA
United Kingdom
– -$22.6M -35,000 Closed
IM
874
Islet Management
New York
– -$16.2M -25,000 Closed
MCM
875
Moore Capital Management
New York
– -$13.5M -20,800 Closed
33 34
35
36 37