SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

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

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10 hedge funds and large institutions have $1.12K invested in SVB Financial Group in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
10
Holders Change
-5
Holders Change %
-33.33%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VL
1
Vima LLC
Michigan
$13

Top Sellers

1
FSWA
1
Financial Synergies Wealth Advisors
Texas
$0
2
KWA
2
Kingswood Wealth Advisors
California
$0
3
SW
3
SVB Wealth
Massachusetts
$1K
4
ACM
4
Accent Capital Management
Ohio
$0
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
1
SVB Wealth
Massachusetts
$1K 20,003 -4,030 -17%
TAM
2
Tucker Asset Management
Colorado
$68 1,351 – –
MAM
3
Meeder Asset Management
Ohio
$40 798 – –
VL
4
Vima LLC
Michigan
$13 14 +14 New
FWM
5
FSA Wealth Management
Massachusetts
$2 45 – –
SN
6
Sittner & Nelson
Oregon
$1 10 – –
KWA
7
Kingswood Wealth Advisors
California
– – -70,006 Closed
GFA
8
Gifford Fong Associates
California
– – -6,000 Closed
ACM
9
Accent Capital Management
Ohio
– – -1,100 Closed
BCWM
10
Bartlett & Co Wealth Management
Ohio
– – -185 Closed
Pacer Advisors
11
Pacer Advisors
Pennsylvania
– – -143 Closed
FSWA
12
Financial Synergies Wealth Advisors
Texas
– – -17 Closed
CFGS
13
Concourse Financial Group Securities
Alabama
$0 1 -7 -88%
HNB
14
Huntington National Bank
Ohio
$0 2 – –
HFS
15
Hantz Financial Services
Michigan
$0 9 – –
FRA
16
Front Row Advisors
California
$0 5 +5 New