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Silvercrest Asset Management

61 hedge funds and large institutions have $78M invested in Silvercrest Asset Management in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2.51% less ownership

Funds ownership: 76.11%73.6% (-2.5%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

14% less capital invested

Capital invested by funds: $91.2M → $78M (-$13.2M)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$7.08M -$65.4K -4,872 -0.8%
RA
2
Royce & Associates
New York
$7.05M -$201K -15,000 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.96M
BFC
4
Banc Funds Company
Illinois
$6.8M
BlackRock
5
BlackRock
New York
$5.75M +$59.7K +4,448 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.63M +$1.03M +76,780 +20%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.07M -$218K -16,282 -4%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$5.05M +$512K +38,126 +10%
PCM
9
Perritt Capital Management
Illinois
$4.12M -$71K -5,295 -2%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.98M +$204K +15,221 +5%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.26M +$464K +34,600 +15%
MCA
12
Mendon Capital Advisors
Florida
$2.37M -$3.47M -258,595 -57%
CCM
13
Cadence Capital Management
Massachusetts
$1.85M -$131K -9,775 -6%
State Street
14
State Street
Massachusetts
$1.37M -$832 -62 -0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.35M
KTA
16
Keeley-Teton Advisors
Illinois
$1.22M -$92.9K -6,924 -7%
Northern Trust
17
Northern Trust
Illinois
$1.17M +$86.3K +6,435 +7%
TA
18
Teton Advisors
New York
$984K -$67.1K -5,000 -6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$898K +$10.7K +795 +1%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$647K +$38.9K +2,900 +6%
PAM
21
Panagora Asset Management
Massachusetts
$610K -$2.75K -205 -0.4%
BCM
22
Bridgeway Capital Management
Texas
$513K -$268K -20,000 -32%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$494K -$16.9K -1,262 -3%
HIM
24
Hanlon Investment Management
New Jersey
$357K -$389K -29,000 -50%
Bank of America
25
Bank of America
North Carolina
$352K +$146K +10,890 +62%

SAMG Hedge Fund Activity: Q3 2019 in Review

61 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2019, worth a combined $78M — down 14% from $91.2M a quarter earlier.

Fund positioning in SAMG was balanced in Q3 2019: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.03M. The largest seller was Mendon Capital Advisors, cutting an estimated $3.47M.

  • 61 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $78M of Silvercrest Asset Management stock for Q3 2019, down 14% quarter-over-quarter.
  • 6 funds opened new Silvercrest Asset Management positions in Q3 2019 and 6 closed out, a net change of 0 holders.
  • The largest Silvercrest Asset Management buyer in Q3 2019 was Vanguard Group, an estimated $1.03M added.
  • The largest Silvercrest Asset Management seller in Q3 2019 was Mendon Capital Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2019.