SIVB

SVB Financial Group

Delisted

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

870 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 309 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+98
Holders Change %
+12.69%
% of All Funds
13.44%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
161
Increased
309
Reduced
282
Closed
53
Calls
$220M
Puts
$280M
Net Calls
-$59.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
651
Personal Capital Advisors
California
$328K +$2.71K +4 +0.8%
ST
652
Smithfield Trust
Pennsylvania
$327K
1WA
653
180 Wealth Advisors
Washington
$326K -$275K -473 -46%
B
654
Barings
North Carolina
$321K +$321K +473 New
TIA
655
Tiemann Investment Advisors
California
$319K -$66.5K -98 -17%
SIM
656
Sentry Investment Management
Wisconsin
$317K
RA
657
RFG Advisory
Alabama
$316K +$13.6K +20 +4%
BWP
658
Baldwin Wealth Partners
Massachusetts
$315K -$16.9K -25 -5%
LWAC
659
Laurel Wealth Advisors (California)
California
$315K +$315K +464 New
FCH
660
Freestone Capital Holdings
Washington
$312K +$101K +149 +48%
MF
661
Magnetar Financial
Illinois
$310K +$310K +457 New
FRM
662
Fox Run Management
Connecticut
$305K +$305K +450 New
MBTD
663
Mechanics Bank - Trust Department
California
$302K +$302K +445 New
Federated Hermes
664
Federated Hermes
Pennsylvania
$301K +$8.12K +12 +3%
TCBWMS
665
Texas Capital Bank Wealth Management Services
Texas
$295K
RMDI
666
R.M. Davis Inc
Maine
$293K
MPM
667
MBB Public Markets
Illinois
$293K +$293K +432 New
NC
668
NinePointTwo Capital
California
$276K +$276K +407 New
EN1L
669
Engine No 1 LLC
California
$273K +$52.3K +77 +24%
BEC
670
Blue Edge Capital
Virginia
$271K
NRS
671
Neville Rodie & Shaw
New York
$271K
WWM
672
Wagner Wealth Management
South Carolina
$271K
LOIM
673
Liberty One Investment Management
Illinois
$269K -$120K -176 -31%
NJBEST
674
New Jersey Better Educational Savings Trust
New Jersey
$268K -$288K -425 -52%
CMBA
675
C.M. Bidwell & Associates
Hawaii
$266K -$59.7K -88 -18%