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 %
LC
501
Lindbrook Capital
California
$26K
AssetMark Inc
502
AssetMark Inc
California
$24K -$3.36K -15 -12%
PFBT
503
Parkside Financial Bank & Trust
Missouri
$24K
CIA
504
CSat Investment Advisory
Michigan
$22K -$7.26K -32 -25%
PCP
505
Proficio Capital Partners
Massachusetts
$22K +$5.06K +23 +30%
SLF
506
Sun Life Financial
Ontario, Canada
$20K -$13K -58 -39%
LFA
507
Legacy Financial Advisors
Kentucky
$20K
CAW
508
Cornerstone Advisors (Washington)
Washington
$20K +$5.17K +23 +35%
OWA
509
One Wealth Advisors
California
$19K +$19K +85 New
SGAM
510
Smith Group Asset Management
Texas
$18K -$9K -40 -33%
SSB
511
Sandy Spring Bank
Maryland
$17K
FMB
512
Field & Main Bank
Kentucky
$17K +$17K +75 New
GWM
513
Geneos Wealth Management
Colorado
$16K -$444 -2 -3%
GAM
514
Gemmer Asset Management
California
$15K
Federated Hermes
515
Federated Hermes
Pennsylvania
$15K +$12K +53 +408%
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$14K
LWA
517
Lenox Wealth Advisors
New York
$13K
RFA
518
Reilly Financial Advisors
California
$12K +$7.47K +33 +165%
OIA
519
Optimum Investment Advisors
Illinois
$12K +$12K +55 New
ZB
520
Zions Bancorporation
Utah
$11K
SWM
521
SeaCrest Wealth Management
New York
$11K +$11K +50 New
FWM
522
Focused Wealth Management
New York
$10K
MAM
523
Meeder Asset Management
Ohio
$10K +$10K +44 New
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$1.98K +9 +28%
SIS
525
Sound Income Strategies
Florida
$8K