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 %
SWA
651
SOA Wealth Advisors
New York
$25K -$481 -1 -2%
AF
652
Allworth Financial
California
$22K +$22K +44 New
KFP
653
KB Financial Partners
New Jersey
$22K +$22K +45 New
LFG
654
Larson Financial Group
Missouri
$21K -$25.4K -52 -55%
KPCM
655
Kings Point Capital Management
New York
$20K
AF
656
Advisornet Financial
Minnesota
$18K -$119K -245 -87%
WAP
657
Wealthcare Advisory Partners
Pennsylvania
$18K +$18K +37 New
WOC
658
West Oak Capital
California
$17K
EW
659
Evoke Wealth
California
$15K
SLF
660
Sun Life Financial
Ontario, Canada
$15K
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.41K +3 +10%
CFO
662
CVA Family Office
Colorado
$15K +$15K +30 New
LWM
663
Liberty Wealth Management
California
$14K
EWA
664
Evolution Wealth Advisors
Florida
$13K -$481 -1 -4%
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$13K
Loomis, Sayles & Company
666
Loomis, Sayles & Company
Massachusetts
$12K -$11.6M -24,186 -100%
LWA
667
Lenox Wealth Advisors
New York
$12K
ZB
668
Zions Bancorporation
Utah
$10K -$952 -2 -9%
EARNEST Partners
669
EARNEST Partners
Georgia
$10K
AIG
670
American International Group
New York
$9.85K -$2.33K -4,709 -19%
WCM
671
Wealthcare Capital Management
Virginia
$9K +$9K +19 New
FHC
672
First Horizon Corporation
Tennessee
$8K
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$8K
VNA
674
Valley National Advisers
Pennsylvania
$8K +$8K +16 New
Nisa Investment Advisors
675
Nisa Investment Advisors
Missouri
$7.96K -$387 -783 -5%