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 %
UCFA
676
United Capital Financial Advisors
Texas
$266K +$266K +392 New
RIA
677
Realta Investment Advisors
Delaware
$265K +$46.9K +69 +21%
QPWM
678
Quadrant Private Wealth Management
Pennsylvania
$263K +$16.9K +25 +7%
PAG
679
Private Advisory Group
Washington
$260K +$29.9K +44 +13%
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$259K +$46.8K +69 +22%
PA
681
Parallel Advisors
California
$256K +$40.6K +60 +19%
FFA
682
First Foundation Advisors
California
$255K +$2.04K +3 +0.8%
C
683
Certuity
Florida
$253K -$32.6K -48 -11%
SC
684
Saybrook Capital
North Carolina
$252K +$252K +371 New
CA
685
Clearstead Advisors
Ohio
$250K -$45.5K -67 -15%
SAM
686
Silvercrest Asset Management
New York
$249K -$33.9K -50 -12%
CCA
687
Checchi Capital Advisers
California
$246K +$14.3K +21 +6%
IWC
688
Integrated Wealth Concepts
Massachusetts
$246K +$16.9K +25 +7%
V
689
Veritable
Delaware
$241K +$4.06K +6 +2%
SCM
690
Shelton Capital Management
Colorado
$240K -$2.03M -3,000 -89%
FFG
691
Fortem Financial Group
California
$240K
JSW
692
Journey Strategic Wealth
New Jersey
$239K +$239K +352 New
NSIM
693
North Star Investment Management
Illinois
$237K
FA
694
Financial Avengers
California
$237K
BTW
695
Boston Trust Walden
Massachusetts
$237K +$237K +350 New
BAM
696
Bruderman Asset Management
New York
$235K
SHGA
697
Sand Hill Global Advisors
California
$233K
CAN
698
Cetera Advisor Networks
California
$228K -$18.3K -27 -7%
MCP
699
Mirador Capital Partners
California
$225K +$225K +332 New
QC
700
QCM Cayman
Texas
$225K +$225K +332 New