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.

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
1
Fidelity Investments
Massachusetts
$538M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.24B
3
NAM
3
Nissay Asset Management
Japan
$103M
4
Franklin Resources
4
Franklin Resources
California
$386M
5
BlackRock
5
BlackRock
New York
$3.49B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$98.3M
2
Capital International Investors
2
Capital International Investors
California
$1.3B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$278M
4
SC
4
Samlyn Capital
New York
$0
5
ClearBridge Investments
5
ClearBridge Investments
New York
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Alyeska Investment Group
901
Alyeska Investment Group
Illinois
– -$435K -672 Closed
BCM
902
Bayesian Capital Management
New York
– -$367K -567 Closed
FAIM
903
Financial Advocates Investment Management
Washington
– -$328K -506 Closed
RWB
904
RMR Wealth Builders
New Jersey
– -$311K -480 Closed
Capstone Investment Advisors
905
Capstone Investment Advisors
New York
– -$246K -380 Closed
ONB
906
Old National Bancorp
Indiana
– -$235K -363 Closed
DIM
907
DC Investments Management
Virginia
– -$232K -358 Closed
VCG
908
Vantage Consulting Group
Virginia
– -$228K -352 Closed
XT
909
XTX Topco
Cayman Islands
– -$212K -327 Closed
GRP
910
Global Retirement Partners
California
– -$135K -208 Closed
MS
911
Mizuho Securities
Japan
– -$110K -170 Closed
JCM
912
Jacobi Capital Management
Pennsylvania
– -$77K -119 Closed
PCM
913
Pinz Capital Management
New York
– -$66K -100 Closed
CI
914
CX Institutional
Indiana
– -$39K -61 Closed
LWM
915
Liberty Wealth Management
California
– -$22K -33 Closed
EWA
916
Evolution Wealth Advisors
Florida
– -$17K -27 Closed
CCA
917
Catalyst Capital Advisors
New York
– -$13K -20 Closed
RA
918
Resolute Advisors
California
– -$9K -14 Closed
RTL
919
Red Tortoise LLC
Georgia
– -$4K -11 Closed
MA
920
MCF Advisors
Kentucky
– -$4K -6 Closed
CWM
921
Cranbrook Wealth Management
Michigan
– -$3K -5 Closed
CFA
922
Cahill Financial Advisors
Minnesota
– -$3K -4 Closed
RE
923
RBC Europe
United Kingdom
– -$1.29K -2 Closed
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