SIVB

SVB Financial Group

Delisted

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

573 hedge funds and large institutions have $10.7B invested in SVB Financial Group in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 214 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
Holders Change %
0%
% of All Funds
12.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
80
Increased
185
Reduced
214
Closed
74
Calls
$55.9M
Puts
$108M
Net Calls
-$52.4M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
476
Realta Investment Advisors
Delaware
$67K +$67K +300 New
AF
477
Advisornet Financial
Minnesota
$66K -$4.91K -22 -7%
GSWM
478
Golden State Wealth Management
California
$65K +$65K +291 New
Acadian Asset Management
479
Acadian Asset Management
Massachusetts
$60K +$60K +270 New
HCM
480
Highlander Capital Management
New Jersey
$56K +$56K +250 New
CYG
481
Clean Yield Group
Vermont
$55K
ARMT
482
Amica Retiree Medical Trust
Rhode Island
$52K
Parallax Volatility Advisers
483
Parallax Volatility Advisers
California
$48K -$184K -822 -79%
S
484
SignatureFD
Georgia
$47K +$8.02K +36 +21%
VFA
485
Valeo Financial Advisors
Indiana
$45K
RCAG
486
Rehmann Capital Advisory Group
Michigan
$44.7K
BWA
487
BDO Wealth Advisors
Florida
$44K -$22K -100 -33%
CAM
488
Cresset Asset Management
Illinois
$44K -$893 -4 -2%
QCIG
489
Quad-Cities Investment Group
Iowa
$44K +$44K +200 New
WAM
490
Wealthspire Advisors (Maryland)
Maryland
$43K +$222 +1 +0.5%
Bessemer Group
491
Bessemer Group
New Jersey
$42K -$10K -45 -19%
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
HMS
493
Hanseatic Management Services
New Mexico
$40K
OAMG
494
Odey Asset Management Group
United Kingdom
$37K
EWM
495
Endurance Wealth Management
Rhode Island
$37K
GLI
496
Guardian Life Insurance
New York
$33K
RTC
497
Riverview Trust Company
Washington
$32K +$3.33K +15 +12%
FPS
498
Fieldpoint Private Securities
Connecticut
$30K
QCG
499
Quadrant Capital Group
Ohio
$27K +$7.51K +37 +39%
BWM
500
Baystate Wealth Management
Massachusetts
$26K