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 %
GAM
501
Gemmer Asset Management
California
$15K -$259 -1 -2%
AIM
502
AIA Investment Management
Singapore
$15K
CFB
503
Cullen/Frost Bankers
Texas
$15K
LWA
504
Lenox Wealth Advisors
New York
$15K
SFS
505
Sowell Financial Services
Arkansas
$14K +$1.72K +7 +14%
IA
506
IFP Advisors
Florida
$13K +$3.25K +13 +33%
H
507
Hexavest
Quebec, Canada
$13K +$13K +53 New
GRP
508
Global Retirement Partners
California
$12K +$4.7K +18 +64%
FWM
509
Focused Wealth Management
New York
$11K
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$10K +$10K +38 New
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$9K -$7.71K -30 -46%
SIS
513
Sound Income Strategies
Florida
$9K
GWM
514
Geneos Wealth Management
Colorado
$9K
SLF
515
Sun Life Financial
Ontario, Canada
$8K -$3.1K -12 -28%
GKIM
516
GW&K Investment Management
Massachusetts
$8K -$828 -3 -9%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$8K
CLOS
518
Compagnie Lombard Odier SCmA
Switzerland
$8K
SQA
519
Simon Quick Advisors
New Jersey
$8K
FHA
520
First Horizon Advisors
Tennessee
$7K
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$7K
LWM
522
Liberty Wealth Management
California
$7K
PCIA
523
Prime Capital Investment Advisors
Kansas
$7K +$7K +26 New
TF
524
TimeScale Financial
Massachusetts
$7K +$7K +30 New
WCG
525
Weaver Consulting Group
California
$6K