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 %
GWS
726
Glassman Wealth Services
Virginia
$14K +$5.33K +8 +62%
CCA
727
Catalyst Capital Advisors
New York
$13K +$13K +20 New
PCH
728
Polar Capital Holdings
United Kingdom
$10.9K -$61 -94 -0.6%
FMP
729
Financial Management Professionals
Texas
$10K
TFO
730
Tarbox Family Office
California
$10K +$2K +3 +25%
CWC
731
Carolinas Wealth Consulting
North Carolina
$10K +$10K +15 New
Nisa Investment Advisors
732
Nisa Investment Advisors
Missouri
$9.2K -$1.5K -2,314 -14%
RA
733
Resolute Advisors
California
$9K
FRA
734
Front Row Advisors
California
$9K
HWMA
735
Heritage Wealth Management (Arizona)
Arizona
$8K
ME
736
McIlrath & Eck
Washington
$8K
MCM
737
MV Capital Management
Maryland
$8K +$3.69K +6 +86%
LPWM
738
Lake Point Wealth Management
Texas
$6K
WT
739
Washington Trust
Rhode Island
$6K
TSW
740
Thompson Siegel & Walmsley
Virginia
$6K
PAI
741
Pittenger & Anderson Inc
Nebraska
$6K +$1.33K +2 +29%
AA
742
Ancora Advisors
Ohio
$6K +$6K +10 New
CI Investments Inc
743
CI Investments Inc
Ontario, Canada
$5K -$1.03M -1,436 -100%
CWP
744
Concord Wealth Partners
Virginia
$5K
ST
745
Sageworth Trust
Pennsylvania
$5K +$5K +7 New
MA
746
MCF Advisors
Kentucky
$4K +$4K +6 New
BAM
747
Bellevue Asset Management
Washington
$4K +$4K +6 New
RTL
748
Red Tortoise LLC
Georgia
$4K +$4K +11 New
RIM
749
Ranger Investment Management
Texas
$3K
LF
750
Lee Financial
Texas
$3K