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 %
MS
676
Mizuho Securities
Japan
$110K +$110K +170 New
EWM
677
Endurance Wealth Management
Rhode Island
$107K
KFI
678
Key Financial Inc
Pennsylvania
$103K
PPWM
679
PFG Private Wealth Management
Florida
$102K +$102K +157 New
PFBT
680
Parkside Financial Bank & Trust
Missouri
$98K +$1.95K +3 +2%
CFG
681
CKW Financial Group
Hawaii
$88K
ICM
682
Islay Capital Management
Texas
$88K
RTC
683
Riverview Trust Company
Washington
$83K
KTC
684
Kistler-Tiffany Companies
Pennsylvania
$82K
TLCM
685
Twin Lakes Capital Management
California
$82K
QCG
686
Quadrant Capital Group
Ohio
$80K +$34.5K +53 +76%
JCM
687
Jacobi Capital Management
Pennsylvania
$77K
CCM
688
Covington Capital Management
California
$76K +$76K +118 New
GKWIM
689
Gerber Kawasaki Wealth & Investment Management
California
$73K +$73K +107 New
PCM
690
Pinz Capital Management
New York
$66K +$66K +100 New
LWCFA
691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K -$5.79K -9 -8%
CFB
692
Cullen/Frost Bankers
Texas
$65K
TH
693
TCTC Holdings
Texas
$65K
FMB
694
Field & Main Bank
Kentucky
$65K +$48.8K +75 +300%
PCG
695
Private Capital Group
Connecticut
$62K -$61.3K -94 -50%
SWA
696
SOA Wealth Advisors
New York
$59K -$641 -1 -1%
BWM
697
Baystate Wealth Management
Massachusetts
$58K
TFS
698
TrustCore Financial Services
Tennessee
$52K
Koshinski Asset Management
699
Koshinski Asset Management
Illinois
$51.8K +$51.8K +80 New
WOC
700
West Oak Capital
California
$49K +$26.1K +40 +114%