SIVB

SVB Financial Group

Delisted

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

606 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 180 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+82
Holders Change %
+15.65%
% of All Funds
10.75%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.2%
New
122
Increased
180
Reduced
224
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFFS
476
Stonehage Fleming Financial Services
Jersey
$256K
HFM
477
Harvest Fund Management
China
$255K +$167K +431 +188%
BWP
478
BSW Wealth Partners
Colorado
$254K +$254K +656 New
WSCM
479
Wellington Shields Capital Management
New York
$252K +$252K +650 New
PCA
480
Personal Capital Advisors
California
$242K +$242K +623 New
PCM
481
Prelude Capital Management
New York
$240K +$143K +369 +148%
CMBA
482
C.M. Bidwell & Associates
Hawaii
$238K -$101K -261 -30%
AA
483
Aufman Associates
Pennsylvania
$233K +$233K +600 New
AC
484
Arjuna Capital
North Carolina
$232K +$232K +598 New
EGM
485
Engineers Gate Manager
New York
$229K -$534K -1,377 -70%
QI
486
QS Investors
New York
$229K +$229K +591 New
SAM
487
Strategy Asset Managers
California
$220K +$220K +568 New
SHGA
488
Sand Hill Global Advisors
California
$219K +$219K +564 New
IAN
489
Integrated Advisors Network
Texas
$218K +$218K +563 New
CF
490
Centaurus Financial
California
$217K -$1.16K -3 -0.5%
PG
491
Patten Group
Tennessee
$217K +$217K +560 New
TIA
492
Tiemann Investment Advisors
California
$215K +$215K +555 New
PCA
493
Peddock Capital Advisors
Massachusetts
$214K +$214K +552 New
BHIA
494
Birch Hill Investment Advisors
Massachusetts
$213K +$213K +550 New
LSAG
495
Lake Street Advisors Group
New Hampshire
$213K +$213K +550 New
Wolverine Trading
496
Wolverine Trading
Illinois
$208K -$2.12M -5,527 -91%
RB
497
Renasant Bank
Mississippi
$208K +$208K +536 New
VPIM
498
Vanguard Personalized Indexing Management
California
$203K +$203K +523 New
WA
499
WESPAC Advisors
California
$202K +$202K +520 New
RA
500
RFG Advisory
Alabama
$200K +$200K +472 New