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 %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.8K +9 +150%
DWM
527
Destination Wealth Management
California
$8K +$8K +38 New
TCOV
528
Trust Company of Vermont
Vermont
$7K
CLOS
529
Compagnie Lombard Odier SCmA
Switzerland
$7K
SQA
530
Simon Quick Advisors
New Jersey
$7K
AIA
531
Alera Investment Advisors
Illinois
$7K +$2.1K +9 +43%
WB
532
Webster Bank
Connecticut
$7K +$7K +30 New
IA
533
IFP Advisors
Florida
$6K -$23.8K -119 -80%
FHA
534
First Horizon Advisors
Tennessee
$6K
LWM
535
Liberty Wealth Management
California
$6K +$828 +4 +16%
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$6K +$1.2K +5 +25%
CI
537
CX Institutional
Indiana
$6K +$6K +27 New
WCG
538
Weaver Consulting Group
California
$6K +$6K +27 New
EARNEST Partners
539
EARNEST Partners
Georgia
$5K
FHA
540
Flagship Harbor Advisors
Massachusetts
$4K
LFG
541
Larson Financial Group
Missouri
$4K
GWMIA
542
Global Wealth Management Investment Advisory
Florida
$4K
FRA
543
Front Row Advisors
California
$3K -$23.1K -100 -88%
VCM
544
Versant Capital Management
Arizona
$3K
CAPTRUST Financial Advisors
545
CAPTRUST Financial Advisors
North Carolina
$3K
ME
546
McIlrath & Eck
Washington
$3K
DBT
547
Dubuque Bank & Trust
Iowa
$3K +$3K +13 New
CFA
548
Carroll Financial Associates
North Carolina
$3K +$3K +15 New
PFO
549
Pathstone Family Office
New Jersey
$3K +$3K +15 New
BCA
550
Berman Capital Advisors
Georgia
$2K