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 %
SHGA
651
Sand Hill Global Advisors
California
$223K +$223K +344 New
CCA
652
Checchi Capital Advisers
California
$221K +$221K +341 New
PAG
653
Private Advisory Group
Washington
$219K -$864K -1,338 -80%
IWC
654
Integrated Wealth Concepts
Massachusetts
$219K -$31.1K -48 -12%
Los Angeles Capital Management
655
Los Angeles Capital Management
California
$217K +$217K +335 New
XT
656
XTX Topco
Cayman Islands
$212K -$293K -452 -58%
EN1L
657
Engine No 1 LLC
California
$210K +$210K +325 New
BDF
658
Balasa Dinverno & Foltz
$209K +$209K +323 New
RIA
659
Realta Investment Advisors
Delaware
$208K +$208K +321 New
PA
660
Parallel Advisors
California
$206K +$4.54K +7 +2%
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$202K +$41.3K +64 +26%
GBT
662
Grove Bank & Trust
Florida
$202K +$202K +313 New
FCH
663
Freestone Capital Holdings
Washington
$201K +$201K +311 New
ED
664
Exane Derivatives
France
$197K +$15.5K +24 +9%
APA
665
American Portfolios Advisors
New York
$194K +$3.88K +6 +2%
BAM
666
Belpointe Asset Management
Nevada
$194K +$194K +298 New
NC
667
NewSquare Capital
Pennsylvania
$171K +$171K +265 New
Loomis, Sayles & Company
668
Loomis, Sayles & Company
Massachusetts
$168K +$74.6K +115 +80%
BCA
669
Berman Capital Advisors
Georgia
$156K +$22.6K +35 +17%
GRP
670
Global Retirement Partners
California
$135K +$19.5K +30 +17%
CIM
671
Contravisory Investment Management
Massachusetts
$127K +$16.1K +25 +15%
LC
672
Lindbrook Capital
California
$122K -$25.8K -40 -17%
HPC
673
HM Payson & Co
Maine
$117K
MA
674
MUFG Americas
New York
$116K
NFG
675
Next Financial Group
Texas
$116K +$11.6K +18 +11%