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 %
Federated Hermes
626
Federated Hermes
Pennsylvania
$280K +$162K +250 +137%
RMDI
627
R.M. Davis Inc
Maine
$279K +$279K +432 New
PI
628
Putnam Investments
Massachusetts
$278K +$12.3K +19 +5%
C
629
Certuity
Florida
$272K
SAM
630
Silvercrest Asset Management
New York
$270K -$13K -20 -5%
KPWS
631
Kestra Private Wealth Services
Texas
$266K +$23.9K +37 +10%
NRS
632
Neville Rodie & Shaw
New York
$259K
BEC
633
Blue Edge Capital
Virginia
$259K
Lido Advisors
634
Lido Advisors
California
$253K +$253K +392 New
TC
635
TownSquare Capital
Utah
$252K +$252K +390 New
WR
636
WD Rutherford
Oregon
$246K
Capstone Investment Advisors
637
Capstone Investment Advisors
New York
$246K +$246K +380 New
FFA
638
First Foundation Advisors
California
$241K +$3.88K +6 +2%
CAN
639
Cetera Advisor Networks
California
$235K -$71.2K -110 -23%
ONB
640
Old National Bancorp
Indiana
$235K -$647 -1 -0.3%
QPWM
641
Quadrant Private Wealth Management
Pennsylvania
$235K +$235K +363 New
BFEC
642
Benjamin F. Edwards & Company
Missouri
$233K
LWA
643
Lineweaver Wealth Advisors
Ohio
$233K
DIM
644
DC Investments Management
Virginia
$232K +$232K +358 New
FFG
645
Fortem Financial Group
California
$229K +$229K +354 New
VCG
646
Vantage Consulting Group
Virginia
$228K -$4.53K -7 -2%
NSIM
647
North Star Investment Management
Illinois
$226K
FA
648
Financial Avengers
California
$226K
V
649
Veritable
Delaware
$226K +$226K +350 New
BAM
650
Bruderman Asset Management
New York
$224K +$224K +347 New