SIVB

SVB Financial Group

Delisted

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

772 hedge funds and large institutions have $34.3B invested in SVB Financial Group in 2021 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 326 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+44
Holders Change %
+6.04%
% of All Funds
13.56%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.35%
New
103
Increased
326
Reduced
232
Closed
53
Calls
$243M
Puts
$369M
Net Calls
-$127M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
501
Gateway Advisory
New Jersey
$661K +$11.6K +18 +2%
William Blair Investment Management
502
William Blair Investment Management
Illinois
$658K +$64.7K +100 +11%
ACI
503
Alpha Cubed Investments
California
$656K
BRWA
504
B. Riley Wealth Advisors
Florida
$649K -$31.1K -48 -5%
WA
505
WestEnd Advisors
North Carolina
$646K -$556K
BCV
506
Banque Cantonale Vaudoise
Switzerland
$642K -$847K -1,308 -57%
JIC
507
Johnson Investment Counsel
Ohio
$631K +$631K +976 New
IA
508
IndexIQ Advisors
New York
$629K +$55.7K +86 +10%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$629K +$392K +607 +166%
CAG
510
Csenge Advisory Group
Florida
$628K +$49.2K +74 +8%
SWP
511
Stratos Wealth Partners
Ohio
$627K +$335K +517 +114%
TI
512
Tidal Investments
Wisconsin
$620K +$142K +219 +30%
BPA
513
Beacon Pointe Advisors
California
$613K +$613K +947 New
S
514
Seeyond
France
$607K -$47.8K -74 -7%
BIAS
515
Beacon Investment Advisory Services
New Jersey
$590K -$29.1K -45 -5%
BOM
516
Bank of Marin
California
$590K +$22.6K +35 +4%
BCM
517
BTR Capital Management
California
$588K -$647 -1 -0.1%
GIA
518
Gateway Investment Advisers
Ohio
$588K +$3.23K +5 +0.6%
MFA
519
Mayflower Financial Advisors
Massachusetts
$587K +$309K +441 +111%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$582K -$1.94K -3 -0.3%
BC
521
Bartlett & Co
Ohio
$582K -$1.94K -3 -0.3%
PDN
522
Pensionfund DSM Netherlands
Netherlands
$582K +$582K +900 New
RBFC
523
Roman Butler Fullerton & Co
Missouri
$580K +$580K +833 New
PMA
524
Prudent Man Advisors
Illinois
$574K -$7.76K -12 -1%
SC
525
Savant Capital
Illinois
$573K +$3.23K +5 +0.6%