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SVVC

Firsthand Technology Value Fund, Inc. Common Stock

Delisted

SVVC was delisted on the 25th of October, 2023.

28 hedge funds and large institutions have $2.44M invested in Firsthand Technology Value Fund, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.4M → $2.44M (+$35K)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

7% less funds holding

Funds holding: 3028 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
4
Closed
6
Calls
$98K
Puts
Net Calls
+$98K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1
Biltmore Capital Advisors
New Jersey
$574K
GWM
2
Geneos Wealth Management
Colorado
$453K +$906 +253 +0.2%
YCM
3
Yakira Capital Management
Connecticut
$368K
Osaic Holdings
4
Osaic Holdings
Arizona
$193K
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$172K
CL
6
CSS LLC
Illinois
$143K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$126K -$3.99K -1,113 -3%
IAA
8
Independent Advisor Alliance
North Carolina
$117K +$22.6K +6,300 +28%
SG
9
StoneX Group
New York
$61K -$11.3K -3,150 -17%
Wolverine Trading
10
Wolverine Trading
Illinois
$60K +$51.7K +14,441 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$47K -$38.3K -10,681 -48%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$45K
Wells Fargo
13
Wells Fargo
California
$31K +$2.95K +823 +12%
BCM
14
Bourgeon Capital Management
Connecticut
$25K
Group One Trading
15
Group One Trading
Illinois
$9K +$8.22K +2,295 New
Bank of America
16
Bank of America
North Carolina
$7K +$745 +208 +14%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
CG
18
Cutler Group
California
$2K +$2.51K +700 New
SW
19
SVB Wealth
Massachusetts
$1K
UBS Group
20
UBS Group
Switzerland
$1K
CAN
21
Cetera Advisor Networks
California
$1K +$1.3K +362 New
AA
22
Ancora Advisors
Ohio
-$204K -55,000 Closed
GPFA
23
Game Plan Financial Advisors
Ohio
-$105K -27,765 Closed
Simplex Trading
24
Simplex Trading
Illinois
-$5.62K -1,569 Closed
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$1K -308 Closed

SVVC Hedge Fund Activity: Q2 2020 in Review

28 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Firsthand Technology Value Fund, Inc. Common Stock (SVVC) for Q2 2020, worth a combined $2.44M — up 1.5% from $2.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SVVC and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $51.7K. The largest seller was Ancora Advisors, exiting entirely with an estimated $204K sold.

  • 28 institutional investors held Firsthand Technology Value Fund, Inc. Common Stock (SVVC) as of Q2 2020, down from 30 in Q1 2020.
  • Funds reported $2.44M of Firsthand Technology Value Fund, Inc. Common Stock stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 4 funds opened new Firsthand Technology Value Fund, Inc. Common Stock positions in Q2 2020 and 6 closed out, a net change of -2 holders.
  • The largest Firsthand Technology Value Fund, Inc. Common Stock buyer in Q2 2020 was Wolverine Trading, an estimated $51.7K added.
  • The largest Firsthand Technology Value Fund, Inc. Common Stock seller in Q2 2020 was Ancora Advisors, an estimated $204K sold.

Based on aggregated 13F filings for Q2 2020.