SIVB

SVB Financial Group

Delisted

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

870 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 309 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+98
Holders Change %
+12.69%
% of All Funds
13.44%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
161
Increased
309
Reduced
282
Closed
53
Calls
$220M
Puts
$280M
Net Calls
-$59.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BB
526
Berkshire Bank
Massachusetts
$736K +$172K +253 +30%
SS
527
Simplicity Solutions
Minnesota
$730K +$384K +566 +111%
BC
528
BIT Capital
Germany
$725K -$1.06M -1,563 -59%
BRWA
529
B. Riley Wealth Advisors
Florida
$720K +$39.4K +58 +6%
MG
530
Mather Group
Illinois
$720K +$333K +491 +86%
KAS
531
Kestra Advisory Services
Texas
$704K +$129K +190 +22%
S
532
SignatureFD
Georgia
$703K +$123K +181 +21%
VIA
533
Vident Investment Advisory
Georgia
$693K -$40.7K -60 -6%
WFA
534
WMG Financial Advisors
Tennessee
$690K +$690K +1,014 New
ACI
535
Alpha Cubed Investments
California
$688K
AWM
536
Apollon Wealth Management
South Carolina
$668K -$168K -247 -20%
AG
537
AIA Group
Hong Kong
$664K +$221K +326 +50%
AT
538
American Trust
Kentucky
$664K +$664K +979 New
FHA
539
Flagship Harbor Advisors
Massachusetts
$654K +$25.1K +37 +4%
JIC
540
Johnson Investment Counsel
Ohio
$646K -$15.6K -23 -2%
BIAS
541
Beacon Investment Advisory Services
New Jersey
$640K +$21K +31 +3%
IRF
542
IBM Retirement Fund
New York
$639K -$413K -609 -39%
IA
543
IndexIQ Advisors
New York
$635K -$24.4K -36 -4%
CCM
544
Coldstream Capital Management
Washington
$635K +$635K +936 New
HIS
545
Harvest Investment Services
Illinois
$626K +$259K +382 +70%
GA
546
Gateway Advisory
New Jersey
$623K -$69.8K -103 -10%
BOM
547
Bank of Marin
California
$619K
BCM
548
BTR Capital Management
California
$612K -$4.75K -7 -0.8%
SC
549
Savant Capital
Illinois
$612K +$11.5K +17 +2%
PDN
550
Pensionfund DSM Netherlands
Netherlands
$610K