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Silvercrest Asset Management

67 hedge funds and large institutions have $96.8M invested in Silvercrest Asset Management in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

10% more funds holding

Funds holding: 6167 (+6)

10% more capital invested

Capital invested by funds: $88.2M → $96.8M (+$8.68M)

3.33% more ownership

Funds ownership: 66.76%70.1% (+3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
29
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$10.8M +$3.03M +206,046 +38%
BlackRock
2
BlackRock
New York
$8.55M +$769K +52,298 +10%
Boston Partners
3
Boston Partners
Massachusetts
$7.43M +$98.1K +6,669 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.14M +$557K +37,911 +8%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$6.15M +$288K +19,561 +5%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$6.02M -$739K -50,251 -11%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.88M +$890K +60,541 +17%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.35M
BFC
9
Banc Funds Company
Illinois
$5.02M -$2.06M -139,947 -29%
PCM
10
Perritt Capital Management
Illinois
$3.98M -$32.7K -2,225 -0.8%
KTA
11
Keeley-Teton Advisors
Illinois
$3.75M +$316K +21,484 +9%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.59M +$76.2K +5,184 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.05M +$211K +14,359 +11%
State Street
14
State Street
Massachusetts
$1.96M -$199K -13,524 -9%
CSPAM
15
Cary Street Partners Asset Management
Virginia
$1.9M +$102K +6,905 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.9M +$418K +28,458 +27%
Northern Trust
17
Northern Trust
Illinois
$1.36M -$72.6K -4,937 -5%
Wells Fargo
18
Wells Fargo
California
$1.24M +$756K +51,404 +148%
BCM
19
Bridgeway Capital Management
Texas
$1.12M +$360K +24,500 +46%
TA
20
Teton Advisors
New York
$1.06M -$14.7K -1,000 -1%
PAM
21
Panagora Asset Management
Massachusetts
$940K +$64.2K +4,365 +7%
Victory Capital Management
22
Victory Capital Management
Texas
$915K -$382 -26 -0%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$888K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$797K +$8K +544 +1%
Morgan Stanley
25
Morgan Stanley
New York
$706K -$102K -6,919 -12%

SAMG Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2021, worth a combined $96.8M — up 9.8% from $88.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SAMG positions and 2 closed out — a net gain of 6 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Royce & Associates, adding an estimated $3.03M. The largest seller was Banc Funds Company, cutting an estimated $2.06M.

  • 67 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $96.8M of Silvercrest Asset Management stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 8 funds opened new Silvercrest Asset Management positions in Q1 2021 and 2 closed out, a net change of +6 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2021 was Royce & Associates, an estimated $3.03M added.
  • The largest Silvercrest Asset Management seller in Q1 2021 was Banc Funds Company, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2021.