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SVB Financial Group
SVB Financial Group. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 6 Institutional holders with a total value of $45,505,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATTON MANAGEMENT CO 251,050 32,330,000 71.05%
2 JAG CAPITAL MANAGEMENT, LLC 76,392 9,838,000 21.62%
3 Convergence Investment Partners, LLC 10,270 1,323,000 2.91%
4 WINSLOW ASSET MANAGEMENT INC 6,305 812,000 1.78%
5 Ipswich Investment Management Co., Inc. 4,850 625,000 1.37%
6 World Asset Management Inc 4,484 577,000 1.27%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.