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 %
DWA
676
Dorsey Wright & Associates
California
$7.61K +$4.13K +8,365 +119%
FPS
677
Fieldpoint Private Securities
Connecticut
$7K
TSW
678
Thompson Siegel & Walmsley
Virginia
$7K +$2.33K +5 +50%
TWA
679
TCI Wealth Advisors
Arizona
$7K +$3.73K +8 +114%
Walleye Capital
680
Walleye Capital
New York
$6.92K +$6.92K +14,024 New
WT
681
Washington Trust
Rhode Island
$6K -$1.5K -3 -20%
TFO
682
Tarbox Family Office
California
$6K -$1K -2 -14%
ME
683
McIlrath & Eck
Washington
$6K
FRA
684
Front Row Advisors
California
$6K
HWMA
685
Heritage Wealth Management (Arizona)
Arizona
$6K +$6K +13 New
MWP
686
Meridian Wealth Partners
Pennsylvania
$5K +$5K +10 New
RA
687
Resolute Advisors
California
$5K +$5K +14 New
AIC
688
Ameritas Investment Company
Nebraska
$4.44K +$4.44K +9 New
SFSIG
689
San Francisco Sentry Investment Group
California
$4K
GWS
690
Glassman Wealth Services
Virginia
$4K +$1K +2 +33%
AssetMark Inc
691
AssetMark Inc
California
$3K -$2.14K -5 -42%
PAI
692
Pittenger & Anderson Inc
Nebraska
$3K +$3K +6 New
APC
693
Aspire Private Capital
North Carolina
$2K
RIM
694
Ranger Investment Management
Texas
$2K +$1.5K +3 +300%
WP
695
WealthShield Partners
North Carolina
$2K +$2K +5 New
CWP
696
Concord Wealth Partners
Virginia
$2K +$2K +5 New
TFM
697
TFC Financial Management
Massachusetts
$2K +$2K +5 New
MGIM
698
M&G Investment Management
United Kingdom
$1.31K +$1.31K +2,645 New
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$1K -$19K -38 -95%
VCM
700
Versant Capital Management
Arizona
$1K