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 %
CFGS
701
Concourse Financial Group Securities
Alabama
$45K +$7.17K +11 +19%
GAM
702
Gemmer Asset Management
California
$43K +$8.34K +13 +24%
LCM
703
Logan Capital Management
Pennsylvania
$39K
CI
704
CX Institutional
Indiana
$39K +$1.28K +2 +3%
HWA
705
HHM Wealth Advisors
Tennessee
$38K
IA
706
IFP Advisors
Florida
$36K -$16.4K -26 -31%
LFG
707
Larson Financial Group
Missouri
$28K
KPCM
708
Kings Point Capital Management
New York
$26K
AF
709
Advisornet Financial
Minnesota
$26K +$1.95K +3 +8%
TWA
710
TCI Wealth Advisors
Arizona
$26K +$7.8K +12 +43%
VNA
711
Valley National Advisers
Pennsylvania
$23K +$3.94K +6 +21%
EWM
712
Evermay Wealth Management
Virginia
$23K +$23K +35 New
CH
713
Canton Hathaway
Rhode Island
$23K +$23K +36 New
LWM
714
Liberty Wealth Management
California
$22K +$2.67K +4 +14%
GWM
715
Geneos Wealth Management
Colorado
$21K -$95.2K -145 -82%
GWSG
716
GPS Wealth Strategies Group
Colorado
$20K
FHA
717
First Horizon Advisors
Tennessee
$20K +$15K +24 +300%
EW
718
Evoke Wealth
California
$19K -$4.43K -7 -19%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$19K +$655 +1 +4%
EWA
720
Evolution Wealth Advisors
Florida
$17K
IPW
721
IronBridge Private Wealth
Texas
$16K
LWA
722
Lenox Wealth Advisors
New York
$16K
BIA
723
Bell Investment Advisors
California
$15K +$15K +23 New
ZB
724
Zions Bancorporation
Utah
$14K
EARNEST Partners
725
EARNEST Partners
Georgia
$14K