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 %
ICM
601
Islay Capital Management
Texas
$13K
WOC
602
West Oak Capital
California
$12K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$12K +$2.27K +7 +23%
MWM
604
Mascoma Wealth Management
New Hampshire
$11K
PWS
605
Paragon Wealth Strategies
Florida
$11K +$11K +33 New
SC
606
Sierra Capital
Florida
$10K -$174K -521 -95%
EW
607
Evoke Wealth
California
$10K -$2.76K -8 -22%
BTI
608
Blue Trust Inc
Georgia
$9K -$7.83K -20 -47%
JWA
609
JFS Wealth Advisors
Pennsylvania
$9K +$2.42K +7 +37%
TAM
610
Tucker Asset Management
Colorado
$8.78K
KFP
611
KB Financial Partners
New Jersey
$8K
ZB
612
Zions Bancorporation
Utah
$7K -$4.14K -13 -37%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$7K -$4.2K -12 -38%
EARNEST Partners
614
EARNEST Partners
Georgia
$7K
EWM
615
Evermay Wealth Management
Virginia
$7K
CFO
616
CVA Family Office
Colorado
$7K
RA
617
Rise Advisors
New York
$7K +$3.82K +12 +120%
CAC
618
Core Alternative Capital
Georgia
$6K
GI
619
Gradient Investments
Minnesota
$6K +$5.65K +16 +1,600%
PK
620
Pflug Koory
Nebraska
$6K +$6K +17 New
FSWA
621
Financial Synergies Wealth Advisors
Texas
$5.71K
BIA
622
Bell Investment Advisors
California
$5K -$2.19K -7 -30%
FRA
623
Front Row Advisors
California
$5K
ODG
624
O'Dell Group
Ohio
$5K
BAM
625
Bellevue Asset Management
Washington
$5K