跳到主要內容
Livermore
Livermore
中文EN

SVB Financial Group

SIVB2023/5/2 下市
產業
State Commercial Banks
SEC CIK
0000719739

SVB Financial Group 已在 2023/5/2 下市；內部人最後一份 Form 4 在 2024/11/12 申報；2022 年第 4 季末有 645 家機構在 13F 申報持有，市值合計 $131.5 億；大師中只有Coatue持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 SVB Financial Group 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

SIVB 的 13F 持有人：2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數7146734+26
股數4,952 萬68.6 萬4,972 萬+89.2 萬 (+1.8%)
市值$243.9 億$3.39 億$276.2 億+$35.7 億 (+14.9%)

6 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（95 家）

2021 年第 2 季季末持有 SVB Financial Group、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 SIVB 的機構
機構股數市值佔組合 %
Amundi359,114$2.00 億0.14%
Ardevora Asset Management LLP125,400$6,978 萬0.88%
Junto Capital Management LP62,181$3,460 萬1.10%
Two Sigma Investments, LP33,785$1,880 萬0.05%
Mn Services Vermogensbeheer B.V.38,106$1,788 萬0.14%
Moore Capital Management, LP20,979$1,167 萬0.21%
Epoch Investment Partners, Inc.20,122$1,120 萬0.06%
Kiwi Wealth Investments Limited Partnership19,084$1,062 萬0.55%
Ambassador Advisors, LLC10,410$579.3 萬1.15%
Interval Partners, LP9,305$517.8 萬0.31%
MSD Partners, L.P.8,874$493.8 萬0.16%
Jefferies Group LLC8,300$461.8 萬0.08%
McKinley Capital Management LLC /Delaware3,726$207.3 萬0.15%
AdvisorShares Investments LLC3,416$190.1 萬0.26%
Empowered Funds, LLC3,095$172.2 萬0.22%
BI Asset Management Fondsmaeglerselskab A/S2,808$156.2 萬0.06%
Atria Investments LLC2,323$129.3 萬0.02%
Davidson Capital Management Inc.2,143$119.2 萬0.57%
Northwest & Ethical Investments L.P.2,080$115.7 萬0.04%
Bayesian Capital Management, LP2,037$113.3 萬0.30%
Second Curve Capital LLC2,000$111.3 萬1.42%
Quantamental Technologies LLC1,749$97.3 萬0.86%
Taikang Asset Management (Hong Kong) Co Ltd1,523$84.7 萬0.13%
Umb Bank N A1,443$80.3 萬0.02%
Apollon Wealth Management, LLC1,268$70.6 萬0.13%
Marshall Financial Group LLC1,248$69.4 萬0.37%
Quadrature Capital Ltd1,200$66.8 萬0.03%
Virtu Financial LLC1,193$66.4 萬0.06%
StrongBox Wealth, LLC1,181$65.7 萬0.38%
Stevens Capital Management LP1,116$62.1 萬0.18%
Connacht Asset Management LP936$52.1 萬0.46%
BTR Capital Management Inc910$50.6 萬0.06%
Csenge Advisory Group871$49.2 萬0.04%
Lincoln National Corp834$46.4 萬0.01%
XTX Topco Ltd779$43.3 萬0.15%
Fox Run Management, L.L.C.772$43.0 萬0.39%
Sawtooth Solutions, LLC772$42.9 萬0.08%
Berkshire Bank746$41.5 萬0.10%
Maverick Capital Ltd大師Maverick 資本724$40.3 萬0.00%
SevenOneSeven Capital Management690$38.4 萬1.00%
Lombard Odier Asset Management (Switzerland) SA664$36.9 萬0.02%
Platform Technology Partners606$33.7 萬0.14%
Marino, Stram & Associates LLC596$33.2 萬0.09%
Empirical Finance, LLC587$32.7 萬0.05%
Harbour Capital Advisors, LLC587$32.7 萬0.09%
Wedbush Securities Inc575$32.0 萬0.02%
Western Wealth Management, LLC567$31.5 萬0.03%
PRW Wealth Management LLC560$31.2 萬0.09%
Harbor Financial Services, LLC532$29.6 萬0.12%
Wealth Advisory Solutions, LLC513$28.5 萬0.07%
Karp Capital Management Corp474$26.4 萬0.04%
Advisor Resource Council465$25.9 萬0.03%
AIA Group Ltd463$24.8 萬0.02%
Cambria Investment Management, L.P.437$24.3 萬0.04%
Qtron Investments LLC424$23.6 萬0.06%
Camden Capital, LLC421$23.4 萬0.05%
Wetherby Asset Management Inc411$22.9 萬0.01%
Putnam Investments LLC410$22.8 萬0.00%
Neville Rodie & Shaw Inc400$22.3 萬0.02%
FineMark National Bank & Trust400$22.3 萬0.01%
E&G Advisors, LP0$22.3 萬0.06%
Blue Edge Capital, LLC400$22.3 萬0.05%
Mayflower Financial Advisors, LLC397$22.1 萬0.03%
Northeast Investment Management395$22.0 萬0.01%
Integrated Wealth Concepts LLC386$21.5 萬0.01%
Monument Capital Management385$21.4 萬0.07%
WD Rutherford LLC380$21.1 萬0.12%
Meridian Investment Counsel Inc.378$21.0 萬0.07%
Kestra Private Wealth Services, LLC374$20.8 萬0.01%
First Foundation Advisors367$20.4 萬0.01%
Vestmark Advisory Solutions, Inc.366$20.4 萬0.01%
Old National Bancorp364$20.2 萬0.01%
Cresset Asset Management, LLC360$20.0 萬0.00%
Lineweaver Wealth Advisors, LLC361$20.0 萬0.07%
Vantage Consulting Group Inc359$20.0 萬0.03%
Anfield Capital Management, LLC260$14.5 萬0.06%
Key Financial Inc159$8.70 萬0.05%
Loring Wolcott & Coolidge Fiduciary Advisors LLP110$6.10 萬0.00%
Mark Sheptoff Financial Planning, LLC50$2.80 萬0.02%
Paragon Wealth Strategies, LLC33$1.80 萬0.00%
GPS Wealth Strategies Group, LLC31$1.70 萬0.00%
Field & Main Bank25$1.40 萬0.01%
Financial Management Professionals, Inc.15$8,0000.00%
Altshuler Shaham Ltd12$7,0000.00%
Lake Point Wealth Management10$6,0000.00%
First Horizon Advisors, Inc.8$4,0000.00%
MV Capital Management, Inc.7$4,0000.00%
Lee Financial Co4$2,0000.00%
Wolff Wiese Magana LLC3$2,0000.00%
Ten Capital Wealth Advisors, LLC4$2,0000.00%
Brewin Dolphin Ltd2$1,1130.00%
BBVA USA1$1,0000.00%
Carroll Financial Associates, Inc.2$1,0000.00%
PEAK6 Investments LLC2$1,0000.00%
WestEnd Advisors, LLC–$5560.00%

清倉機構（69 家）

2021 年第 1 季季末持有 SVB Financial Group、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 SIVB 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Natixis324,130$1.60 億
Caas Capital Management LP64,005$3,160 萬
Islet Management, LP61,711$3,046 萬
Brandywine Global Investment Management, LLC46,154$2,278 萬
Weiss Multi-Strategy Advisers LLC22,539$1,113 萬
Holocene Advisors, LP21,475$1,060 萬
Brookstone Capital Management20,142$994.3 萬
Sigma Planning Corp13,758$679.2 萬
Pinkerton Retirement Specialists, LLC13,283$655.7 萬
Hudson Bay Capital Management LP12,000$592.4 萬
Strycker View Capital LLC11,000$543.0 萬
Pinz Capital Management, LP10,900$538.1 萬
Engrave Wealth Partners LLC10,314$509.2 萬
Assenagon Asset Management S.A.10,044$495.8 萬
Soros Fund Management LLC大師索羅斯基金管理9,600$473.9 萬
Connor, Clark & Lunn Investment Management Ltd.8,166$403.1 萬
Trexquant Investment LP7,689$379.6 萬
Moloney Securities Asset Management, LLC7,072$349.1 萬
Bellwether Advisors, LLC5,906$291.5 萬
Pinnacle Family Advisors, LLC5,708$281.8 萬
HBK Investments L P5,424$267.8 萬
Hayden Royal, LLC4,636$228.9 萬
Piershale Financial Group, Inc.4,245$209.6 萬
Occudo Quantitative Strategies LP4,039$199.4 萬
Sowell Financial Services LLC3,353$194.1 萬
Mutual Advisors, LLC3,662$180.8 萬
Chartwell Investment Partners, LLC3,577$176.6 萬
Donoghue Forlines LLC3,449$170.3 萬
Aigen Investment Management, LP3,419$168.8 萬
Advisors Preferred, LLC3,021$146.0 萬
RiverTree Advisors, LLC2,376$117.3 萬
Y-Intercept (Hong Kong) Ltd2,377$116.6 萬
Belpointe Asset Management LLC2,309$113.9 萬
Teza Capital Management LLC2,241$110.6 萬
Campbell & CO Investment Adviser LLC2,200$108.6 萬
Palumbo Wealth Management LLC2,075$102.4 萬
Oxinas Partners Wealth Management LLC1,815$89.6 萬
Sciencast Management LP1,744$84.1 萬
IHT Wealth Management, LLC1,612$79.6 萬
Pendal Group Limited1,288$63.6 萬
Parametrica Management Ltd1,261$61.9 萬
Acadian Asset Management LLC1,021$50.4 萬
LS Investment Advisors, LLC1,017$50.2 萬
Arrowstreet Capital, Limited Partnership1,000$49.4 萬
Wealthspire Advisors, LLC993$49.0 萬
AXS Investments LLC980$48.4 萬
Wealthstreet Investment Advisors, LLC850$42.0 萬
GW Henssler & Associates Ltd776$38.3 萬
Johnson Midwest Financial, LLC611$30.2 萬
Barber Financial Group, Inc.586$28.9 萬
Tucker Asset Management LLC507$25.0 萬
Gyon Technologies Capital Management, LP484$23.9 萬
AE Wealth Management LLC453$22.4 萬
A.R.T. Advisors, LLC448$22.1 萬
NewEdge Wealth, LLC435$21.5 萬
Capstone Investment Advisors, LLC338$16.7 萬
International Assets Investment Management, LLC201$9.00 萬
Valeo Financial Advisors, LLC75$3.70 萬
Abundance Wealth Counselors62$3.10 萬
Ellevest, Inc.53$2.60 萬
Wealthcare Advisory Partners LLC37$1.80 萬
Sun Life Financial INC31$1.50 萬
Wealthcare Capital Management LLC19$9,000
Meridian Wealth Partners, LLC10$5,000
Ameritas Investment Company, LLC9$4,443
Assetmark, Inc7$3,000
WealthShield Partners, LLC5$2,000
Covington Capital Management2$1,000
MPS Loria Financial Planners, LLC3$1,000

尚未申報 2021 年第 2 季的機構（6 家）

2021 年第 1 季季末持有 SVB Financial Group、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 1 季持有 SIVB、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Waddell & Reed Financial Inc362,026$1.79 億
Amundi Asset Management US, Inc.294,837$1.46 億
Pillar Pacific Capital Management LLC24,247$1,197 萬
Bokf, NA2,426$119.7 萬
Money Concepts Capital Corp2,325$114.8 萬
CSat Investment Advisory, L.P.54$2.70 萬