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 %
PWS
676
Paragon Wealth Strategies
Florida
$18K +$18K +33 New
GWSG
677
GPS Wealth Strategies Group
Colorado
$17K +$17K +31 New
LWM
678
Liberty Wealth Management
California
$16K -$1.1K -2 -6%
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$16K +$1.14K +2 +8%
VNA
680
Valley National Advisers
Pennsylvania
$16K +$7.17K +13 +81%
TWA
681
TCI Wealth Advisors
Arizona
$16K +$7.43K +13 +87%
EWA
682
Evolution Wealth Advisors
Florida
$15K
IPW
683
IronBridge Private Wealth
Texas
$14K -$28K -50 -67%
CFO
684
CVA Family Office
Colorado
$14K -$2.8K -5 -17%
FMB
685
Field & Main Bank
Kentucky
$14K +$14K +25 New
LWA
686
Lenox Wealth Advisors
New York
$13K
ZB
687
Zions Bancorporation
Utah
$12K
EARNEST Partners
688
EARNEST Partners
Georgia
$12K
AIG
689
American International Group
New York
$11K -$139 -250 -1%
PCH
690
Polar Capital Holdings
United Kingdom
$9.45K +$4.71K +8,461 +99%
Nisa Investment Advisors
691
Nisa Investment Advisors
Missouri
$9.2K +$226 +406 +3%
FHC
692
First Horizon Corporation
Tennessee
$9K
RA
693
Resolute Advisors
California
$8K
Carson Wealth (CWM LLC)
694
Carson Wealth (CWM LLC)
Nebraska
$8K
FRA
695
Front Row Advisors
California
$8K +$571 +1 +8%
FMP
696
Financial Management Professionals
Texas
$8K +$8K +15 New
TFO
697
Tarbox Family Office
California
$7K
ME
698
McIlrath & Eck
Washington
$7K
HWMA
699
Heritage Wealth Management (Arizona)
Arizona
$7K
GWS
700
Glassman Wealth Services
Virginia
$7K +$2.69K +5 +63%