SIVB

SVB Financial Group

Delisted

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

772 hedge funds and large institutions have $34.3B invested in SVB Financial Group in 2021 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 326 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+44
Holders Change %
+6.04%
% of All Funds
13.56%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.35%
New
103
Increased
326
Reduced
232
Closed
53
Calls
$243M
Puts
$369M
Net Calls
-$127M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
601
Simplicity Solutions
Minnesota
$330K -$170K -262 -34%
WAS
602
Wealth Advisory Solutions
Indiana
$330K -$1.94K -3 -0.6%
AP
603
Americana Partners
Texas
$328K
FAIM
604
Financial Advocates Investment Management
Washington
$328K +$328K +506 New
CAM
605
Cresset Asset Management
Illinois
$325K +$91.9K +142 +39%
MA
606
Menlo Advisors
California
$323K
RTS
607
Round Table Services
New Jersey
$323K
HT
608
Heritage Trust
Oklahoma
$323K
PCM
609
Penserra Capital Management
California
$322K +$209K +324 +184%
MFW
610
Meristem Family Wealth
Minnesota
$320K -$51.2K -79 -14%
CRCM
611
Corbett Road Capital Management
Virginia
$320K +$14.9K +23 +5%
BWP
612
Baldwin Wealth Partners
Massachusetts
$317K
MCM
613
Monument Capital Management
Virginia
$317K +$67.9K +105 +27%
LNWWM
614
Laird Norton Wetherby Wealth Management
California
$314K +$48.5K +75 +18%
CMBA
615
C.M. Bidwell & Associates
Hawaii
$311K -$192K -296 -38%
RWB
616
RMR Wealth Builders
New Jersey
$311K
PCA
617
Personal Capital Advisors
California
$311K +$16.8K +26 +6%
ST
618
Smithfield Trust
Pennsylvania
$310K -$32.7K -51 -10%
RJT
619
Raymond James Trust
Florida
$305K +$57K +88 +23%
SIM
620
Sentry Investment Management
Wisconsin
$302K -$44K -68 -13%
RA
621
RFG Advisory
Alabama
$289K
WWM
622
Wagner Wealth Management
South Carolina
$287K
ARC
623
Advisor Resource Council
Texas
$283K -$18.1K -28 -6%
CA
624
Clearstead Advisors
Ohio
$281K -$3.23K -5 -1%
TCBWMS
625
Texas Capital Bank Wealth Management Services
Texas
$281K +$281K +435 New