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 %
National Bank of Canada
551
National Bank of Canada
Quebec, Canada
$610K +$610K +899 New
BPA
552
Beacon Pointe Advisors
California
$608K -$33.9K -50 -5%
SCM
553
SevenOneSeven Capital Management
Pennsylvania
$608K +$127K +187 +26%
NFG
554
Nations Financial Group
Iowa
$605K +$127K +187 +27%
BCWM
555
Bartlett & Co Wealth Management
Ohio
$600K -$10.2K -15 -2%
BC
556
Bartlett & Co
Ohio
$600K -$10.2K -15 -2%
WA
557
WESPAC Advisors
California
$597K -$328K -484 -35%
MFA
558
Mayflower Financial Advisors
Massachusetts
$593K +$25.1K +37 +4%
Lido Advisors
559
Lido Advisors
California
$593K +$327K +483 +123%
FPS
560
Fieldpoint Private Securities
Connecticut
$588K +$180K +266 +44%
PMA
561
Prudent Man Advisors
Illinois
$583K -$19.7K -29 -3%
GIA
562
Gateway Investment Advisers
Ohio
$581K -$35.3K -52 -6%
QC
563
Quadrature Capital
United Kingdom
$578K +$578K +852 New
FI
564
Fractal Investments
Connecticut
$577K +$577K +851 New
VC
565
Veracity Capital
Georgia
$575K -$246K -363 -30%
GDP
566
Great Diamond Partners
Maine
$574K +$12.9K +19 +2%
BWP
567
BSW Wealth Partners
Colorado
$572K +$54.2K +80 +10%
MOS
568
MGO One Seven
Ohio
$568K +$58.4K +86 +11%
Marshall Wace
569
Marshall Wace
United Kingdom
$566K +$566K +836 New
IAN
570
Integrated Advisors Network
Texas
$560K +$46.2K +68 +9%
BRWM
571
B. Riley Wealth Management
Tennessee
$548K -$3.39K -5 -0.6%
ECM
572
Everence Capital Management
Indiana
$543K
EF
573
Empirical Finance
Pennsylvania
$541K +$113K +166 +26%
GT
574
Greenleaf Trust
Michigan
$540K +$19K +28 +4%
MMC
575
Mizuho Markets Cayman
Cayman Islands
$540K +$540K +796 New