SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

SIVB was delisted on the 9th of March, 2023.

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17 hedge funds and large institutions have $15.3K invested in SVB Financial Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWA
1
Kingswood Wealth Advisors
California
$4.5K
2
SAI
2
Systematic Alpha Investments
New Jersey
$132

Top Sellers

1
DLA
1
Douglas Lane & Associates
New York
$0
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$0
3
SWM
3
Spire Wealth Management
Virginia
$0
4
PLU
4
Performa Ltd (US)
South Carolina
$0
5
HNB
5
Huntington National Bank
Ohio
$85
Name Market Value Shares Shares
Change 		Shares
Change %
SW
1
SVB Wealth
Massachusetts
$9.29K 103,175 -93 -0.1%
KWA
2
Kingswood Wealth Advisors
California
$4.5K 50,000 +50,000 New
GFA
3
Gifford Fong Associates
California
$1K 6,000 – –
SAI
4
Systematic Alpha Investments
New Jersey
$132 1,470 +1,470 New
TAM
5
Tucker Asset Management
Colorado
$122 1,351 – –
HNB
6
Huntington National Bank
Ohio
$85 905 -118 -12%
MAM
7
Meeder Asset Management
Ohio
$72 798 – –
EWP
8
Elevation Wealth Partners
California
$45 500 – –
BCWM
9
Bartlett & Co Wealth Management
Ohio
$17 185 – –
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$13 143 – –
SN
11
Sittner & Nelson
Oregon
$1 10 – –
DLA
12
Douglas Lane & Associates
New York
– – -80,917 Closed
ATN
13
AMF Tjänstepension
Sweden
– – -15,080 Closed
SWM
14
Spire Wealth Management
Virginia
– – -1,712 Closed
TRSOTSOK
15
Teachers Retirement System of the State of Kentucky
Kentucky
– – -1,114 Closed
CFGS
16
Concourse Financial Group Securities
Alabama
$0 8 -496 -98%
PLU
17
Performa Ltd (US)
South Carolina
– – -170 Closed
DMKJ
18
David M. Knott Jr
– – -48 Closed
LOIM
19
Liberty One Investment Management
Illinois
– – -20 Closed
AA
20
Ancora Advisors
Ohio
– – -10 Closed
HFS
21
Hantz Financial Services
Michigan
$0 9 – –
FRA
22
Front Row Advisors
California
$0 5 – –
WOC
23
West Oak Capital
California
$0 35 – –
BC
24
Bartlett & Co
Ohio
$0 185 – –
RMC
25
Resources Management Corp
Connecticut
$0 559 +559 New