SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

559 hedge funds and large institutions have $11.9B invested in SVB Financial Group in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 187 increasing their positions, 198 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
11.04%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
83
Increased
187
Reduced
198
Closed
57
Calls
$75M
Puts
$168M
Net Calls
-$92.6M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
451
Evoke Wealth
California
$129K +$28.6K +114 +29%
LS
452
Livforsakringsbolaget Skandia
Sweden
$126K
ARMT
453
Amica Retiree Medical Trust
Rhode Island
$126K
BWP
454
Baldwin Wealth Partners
Massachusetts
$123K -$3.26K -13 -3%
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K
FMT
456
First Mercantile Trust
Tennessee
$111K +$111K +442 New
GDP
457
Great Diamond Partners
Maine
$111K +$111K +446 New
MS
458
Mizuho Securities
Japan
$100K -$468K -1,870 -82%
OIA
459
Optimum Investment Advisors
Illinois
$95K +$81.3K +325 +591%
PA
460
Parallel Advisors
California
$92K -$5.29K -21 -5%
NSIM
461
North Star Investment Management
Illinois
$88K -$754 -3 -0.8%
ETI
462
Enterprise Trust & Investment
California
$84K
AF
463
Advisornet Financial
Minnesota
$83K -$32.3K -129 -28%
CAM
464
CenterStar Asset Management
Illinois
$83K
S
465
SignatureFD
Georgia
$83K +$50K +198 +151%
PCG
466
Private Capital Group
Connecticut
$78K -$26.1K -105 -25%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$76K
CIA
468
CSat Investment Advisory
Michigan
$73K -$250 -1 -0.3%
RIA
469
Realta Investment Advisors
Delaware
$70K
APA
470
American Portfolios Advisors
New York
$69.5K
HCM
471
Highlander Capital Management
New Jersey
$63K
TAF
472
Tredje AP-fonden
Sweden
$55K -$166K -662 -75%
SPIA
473
Steward Partners Investment Advisory
New York
$52K -$27.9K -112 -35%
VFA
474
Valeo Financial Advisors
Indiana
$50K -$750 -3 -1%
BWA
475
BDO Wealth Advisors
Florida
$50K