Firsthand Technology Value Fund, Inc. Common Stock
SVVC
SVVC was delisted on the 25th of October, 2023.
32 hedge funds and large institutions have $7.13M invested in Firsthand Technology Value Fund, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
33% more capital invested
Capital invested by funds: $5.37M → $7.13M (+$1.77M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7% more funds holding
Funds holding: 30 → 32 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$336K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$304K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$200K |
| 4 |
SG
StoneX Group
New York
|
+$115K |
| 5 |
FIA
FNY Investment Advisers
New York
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$223K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$182K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$159K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$76.7K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$34.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
26
Sutton Wealth Advisors
Tampa,
Florida
| $34 | – | – | – |
|
|
27
Wolverine Trading
Chicago,
Illinois
| – | -$159K | -14,100 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$182K | -12,521 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$23K | -1,612 | Closed |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| – | -$1K | -86 | Closed |
|
|
PFO
31
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -81 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| – | +$262 | +18 | New |
|
SVVC Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Firsthand Technology Value Fund, Inc. Common Stock (SVVC) for Q3 2018, worth a combined $7.13M — up 33% from $5.37M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SVVC positions and 6 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $336K. The largest seller was Wells Fargo, cutting an estimated $223K.
- 32 institutional investors held Firsthand Technology Value Fund, Inc. Common Stock (SVVC) as of Q3 2018, up from 30 in Q2 2018.
- Funds reported $7.13M of Firsthand Technology Value Fund, Inc. Common Stock stock for Q3 2018, up 33% quarter-over-quarter.
- 8 funds opened new Firsthand Technology Value Fund, Inc. Common Stock positions in Q3 2018 and 6 closed out, a net change of +2 holders.
- The largest Firsthand Technology Value Fund, Inc. Common Stock buyer in Q3 2018 was Thomas J. Herzfeld Advisors, an estimated $336K added.
- The largest Firsthand Technology Value Fund, Inc. Common Stock seller in Q3 2018 was Wells Fargo, an estimated $223K sold.
Based on aggregated 13F filings for Q3 2018.