SIVB

SVB Financial Group

Delisted

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

641 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 261 increasing their positions, 195 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-28
Holders Change %
-4.19%
% of All Funds
10.34%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
112
Increased
261
Reduced
195
Closed
126
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
526
Harvest Fund Management
China
$39K +$39K +178 New
EWM
527
Endurance Wealth Management
Rhode Island
$38K
PFBT
528
Parkside Financial Bank & Trust
Missouri
$37.7K +$3.68K +16 +11%
EWA
529
EverSource Wealth Advisors
Alabama
$36.1K +$23.9K +104 +196%
GPI
530
General Partner Inc
Pennsylvania
$34.8K +$34.8K +151 New
WAM
531
Worth Asset Management
Texas
$34.5K +$34.5K +150 New
VNA
532
Valley National Advisers
Pennsylvania
$32K +$6.5K +26 +25%
UIA
533
Ulland Investment Advisors
Minnesota
$31K -$4.63K -20 -13%
CFG
534
CKW Financial Group
Hawaii
$30K
TLCM
535
Twin Lakes Capital Management
California
$29K
GWS
536
Glassman Wealth Services
Virginia
$29K +$14.7K +64 +103%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$28K +$23.3K +100 +500%
CTC
538
Central Trust Company
Missouri
$27.4K -$113K -490 -80%
PTC
539
Private Trust Company
Ohio
$27K +$2.95K +13 +12%
MCM
540
MV Capital Management
Maryland
$26K +$16.3K +71 +169%
BTI
541
Blue Trust Inc
Georgia
$26K +$18.4K +56 +243%
SWM
542
Spire Wealth Management
Virginia
$25K -$8.95K -39 -26%
UB
543
UMB Bank
Missouri
$25K -$682 -3 -3%
HI
544
Harbour Investments
Wisconsin
$24.4K +$460 +2 +2%
EDRH
545
Edmond de Rothschild Holding
Switzerland
$23.7K
Canada Pension Plan Investment Board
546
Canada Pension Plan Investment Board
Ontario, Canada
$23.2K -$23K -100 -50%
LWCFA
547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.2K
CFB
548
Cullen/Frost Bankers
Texas
$23K -$5.52K -24 -19%
JC
549
JCSD Capital
California
$23K
MCI
550
MRP Capital Investments
Georgia
$23K +$23K +100 New