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 %
TCWA
751
Ten Capital Wealth Advisors
Washington
$3K
TFM
752
TFC Financial Management
Massachusetts
$3K
APC
753
Aspire Private Capital
North Carolina
$3K
VCM
754
Versant Capital Management
Arizona
$3K +$750 +1 +33%
NFSG
755
Newbridge Financial Services Group
Florida
$3K +$1.5K +2 +100%
CFA
756
Cahill Financial Advisors
Minnesota
$3K +$3K +4 New
JWA
757
JFS Wealth Advisors
Pennsylvania
$3K +$3K +5 New
CWM
758
Cranbrook Wealth Management
Michigan
$3K +$3K +5 New
EI
759
Ellevest Inc
New York
$3K +$3K +5 New
CTB
760
Country Trust Bank
Illinois
$3K +$3K +5 New
EFSCE
761
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$19.3K -29 -91%
PWMG
762
Prestige Wealth Management Group
New Jersey
$2K
BWM
763
BerganKDV Wealth Management
Minnesota
$2K
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$2K
PI
765
PEAK6 Investments
Illinois
$2K +$667 +1 +50%
RE
766
RBC Europe
United Kingdom
$1.29K
UFF
767
USA Financial Formulas
Michigan
$1K -$1.68M -1,679 -100%
GI
768
Gradient Investments
Minnesota
$1K
CFA
769
Carroll Financial Associates
North Carolina
$1K
BU
770
BBVA USA
Alabama
$1K
AAP
771
Arax Advisory Partners
Colorado
$1K +$1K +1 New
CAM
772
ClariVest Asset Management
California
$1K +$1K +2 New
BBHC
773
Brown Brothers Harriman & Co
New York
$467 +$54 +84 +13%
JCM
774
Junto Capital Management
New York
-$34.6M -62,181 Closed
ACL
775
Azora Capital LP
Florida
-$22.3M -40,000 Closed