SIVB

SVB Financial Group

Delisted

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

669 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 242 increasing their positions, 252 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-76
Holders Change %
-10.2%
% of All Funds
11.57%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
242
Reduced
252
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
576
Bank of New Hampshire
New Hampshire
$34K
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K
VNA
578
Valley National Advisers
Pennsylvania
$34K +$5.33K +16 +19%
IA
579
IFP Advisors
Florida
$33K +$4.8K +17 +17%
AWM
580
Abound Wealth Management
Tennessee
$31.2K +$31.2K +93 New
MW
581
Milestone Wealth
New York
$27K
SSG
582
Summit Securities Group
New York
$25K -$16.9K -50 -40%
TWA
583
TCI Wealth Advisors
Arizona
$25K -$333 -1 -1%
FHA
584
First Horizon Advisors
Tennessee
$24K +$649 +2 +3%
AssetMark Inc
585
AssetMark Inc
California
$22K -$328 -1 -1%
FCG
586
Financial Connections Group
California
$22K
PHK
587
Point72 Hong Kong
Hong Kong
$21K -$539K -1,617 -96%
AP
588
Arlington Partners
Alabama
$21K
GWS
589
Glassman Wealth Services
Virginia
$21K +$6.77K +20 +48%
GWM
590
Geneos Wealth Management
Colorado
$20K -$4K -12 -17%
CA
591
Crewe Advisors
Utah
$20K
LFG
592
Larson Financial Group
Missouri
$19K
HWA
593
HHM Wealth Advisors
Tennessee
$19K
EWA
594
EverSource Wealth Advisors
Alabama
$18K +$7.13K +21 +66%
CWC
595
Carolinas Wealth Consulting
North Carolina
$17K
HNWAG
596
High Net Worth Advisory Group
Florida
$17K
SC
597
Seldon Capital
California
$14K
MCM
598
MV Capital Management
Maryland
$14K +$1.33K +4 +11%
BLC
599
Brown, Lisle/Cummings
Rhode Island
$13.4K
ICM
600
Islay Capital Management
Texas
$13K