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Silvercrest Asset Management
SAMG

Overview Fund Activity

85 hedge funds and large institutions have $123M invested in Silvercrest Asset Management in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
34
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.42M
2
KTA
2
Keeley-Teton Advisors
Illinois
$3.81M
3
AP
3
Appleton Partners
Massachusetts
$575K
4
LPP
4
Long Path Partners
Connecticut
$12.4M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$404K

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$7.93M
3
CM
3
Capital Management
Virginia
$6.19M
4
BlackRock
4
BlackRock
New York
$8.49M
5
CCM
5
Corsair Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
26
Panagora Asset Management
Massachusetts
$979K +$56.5K +3,110 +6%
BCM
27
Bridgeway Capital Management
Texas
$848K – – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$760K +$347K +19,077 +84%
NCM
29
Novare Capital Management
North Carolina
$712K +$1.82K +100 +0.3%
Morgan Stanley
30
Morgan Stanley
New York
$700K +$94.6K +5,203 +16%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$593K -$153K -8,400 -20%
AP
32
Appleton Partners
Massachusetts
$575K +$575K +31,650 New
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$524K +$38.7K +2,127 +8%
Osaic Holdings
34
Osaic Holdings
Arizona
$490K +$283K +15,567 +137%
Charles Schwab
35
Charles Schwab
California
$453K – – –
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$440K -$2.36K -130 -0.5%
First Trust Advisors
37
First Trust Advisors
Illinois
$424K +$32.4K +1,780 +8%
Diamond Hill Capital Management
38
Diamond Hill Capital Management
Ohio
$404K +$404K +22,198 New
Goldman Sachs
39
Goldman Sachs
New York
$370K +$123K +6,745 +49%
GGPE
40
Golden Gate Private Equity
California
$355K – – –
SO
41
STRS Ohio
Ohio
$343K -$174K -9,600 -34%
Two Sigma Investments
42
Two Sigma Investments
New York
$319K -$140K -7,722 -31%
Barclays
43
Barclays
United Kingdom
$303K +$41.9K +2,307 +16%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$297K +$297K +16,360 New
Bank of America
45
Bank of America
North Carolina
$277K -$79.1K -4,351 -22%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$255K – – –
RGC
47
Roberts, Glore & Co
Illinois
$247K +$9.09K +500 +4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$235K +$4.12K +226 +2%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$233K – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$220K +$108K +5,923 +97%
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