SIVB

SVB Financial Group

Delisted

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

710 hedge funds and large institutions have $24.4B invested in SVB Financial Group in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 230 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+104
Holders Change %
+17.16%
% of All Funds
12.5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
159
Increased
230
Reduced
243
Closed
47
Calls
$128M
Puts
$336M
Net Calls
-$208M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
MYAM
576
Meiji Yasuda Asset Management
Japan
$260K +$260K +526 New
HI
577
Harbour Investments
Wisconsin
$258K +$258K +522 New
TAM
578
Tucker Asset Management
Colorado
$250K +$250K +507 New
RTS
579
Round Table Services
New Jersey
$247K +$247K +500 New
HT
580
Heritage Trust
Oklahoma
$247K +$247K +500 New
MA
581
Menlo Advisors
California
$246K +$246K +500 New
AP
582
Americana Partners
Texas
$246K +$246K +500 New
JAM
583
Jupiter Asset Management
United Kingdom
$245K +$245K +497 New
BWP
584
Baldwin Wealth Partners
Massachusetts
$242K
CAN
585
Cetera Advisor Networks
California
$242K +$242K +491 New
XS
586
XR Securities
Illinois
$240K +$240K +486 New
GTCM
587
Gyon Technologies Capital Management
New Jersey
$239K +$239K +484 New
PCA
588
Personal Capital Advisors
California
$238K -$69K -140 -22%
RWB
589
RMR Wealth Builders
New Jersey
$237K
LOIM
590
Liberty One Investment Management
Illinois
$233K +$233K +472 New
RA
591
RFG Advisory
Alabama
$228K -$4.94K -10 -2%
AWM
592
AE Wealth Management
Kansas
$224K +$224K +453 New
SAM
593
Silvercrest Asset Management
New York
$223K +$223K +452 New
QCM
594
Quest Capital Management
Texas
$222K -$173K -349 -44%
ARTA
595
A.R.T. Advisors
New York
$221K +$221K +448 New
BAM
596
Blueshift Asset Management
New Jersey
$219K +$219K +443 New
CA
597
Clearstead Advisors
Ohio
$215K -$27.7K -56 -11%
NW
598
NewEdge Wealth
Pennsylvania
$215K +$215K +435 New
GA
599
Gateway Advisory
New Jersey
$213K +$213K +432 New
TAM
600
Trust Asset Management
Texas
$204K +$204K +414 New