SIVB

SVB Financial Group

Delisted

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

728 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 271 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+18
Holders Change %
+2.54%
% of All Funds
12.71%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
271
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
651
Riverview Trust Company
Washington
$72K
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$71K
TLCM
653
Twin Lakes Capital Management
California
$70K
JCM
654
Jacobi Capital Management
Pennsylvania
$66K
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K +$61K +110 New
CFB
656
Cullen/Frost Bankers
Texas
$56K
TH
657
TCTC Holdings
Texas
$56K
SWA
658
SOA Wealth Advisors
New York
$51K +$22.5K +41 +79%
BWM
659
Baystate Wealth Management
Massachusetts
$50K
IA
660
IFP Advisors
Florida
$47K -$3.88M -6,850 -99%
TFS
661
TrustCore Financial Services
Tennessee
$45K +$11.3K +20 +33%
QCG
662
Quadrant Capital Group
Ohio
$39K -$8.91K -16 -19%
LCM
663
Logan Capital Management
Pennsylvania
$33K
CI
664
CX Institutional
Indiana
$33K +$1.68K +3 +5%
CFGS
665
Concourse Financial Group Securities
Alabama
$32K +$552 +1 +2%
HWA
666
HHM Wealth Advisors
Tennessee
$32K +$30.9K +56 +2,800%
GAM
667
Gemmer Asset Management
California
$30K
KFP
668
KB Financial Partners
New Jersey
$30K +$5K +9 +20%
MSFP
669
Mark Sheptoff Financial Planning
Connecticut
$28K +$28K +50 New
LFG
670
Larson Financial Group
Missouri
$24K
KPCM
671
Kings Point Capital Management
New York
$22K
AF
672
Advisornet Financial
Minnesota
$21K
EW
673
Evoke Wealth
California
$21K +$3.41K +6 +19%
WOC
674
West Oak Capital
California
$19K
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$18K