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Silvercrest Asset Management

64 hedge funds and large institutions have $98.8M invested in Silvercrest Asset Management in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $96.8M → $98.8M (+$2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.06% less ownership

Funds ownership: 70.1%68.04% (-2.1%)

4% less funds holding

Funds holding: 6764 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
16
Reduced
25
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$11.4M +$103K +6,812 +0.9%
CM
2
Capital Management
Virginia
$10.5M +$10.5M +696,273 New
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.37M +$1.24M +81,657 +20%
Boston Partners
4
Boston Partners
Massachusetts
$7.26M -$508K -33,567 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.52M -$959K -63,306 -13%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$6.47M +$32.6K +2,151 +0.5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.59M
BFC
8
Banc Funds Company
Illinois
$5.25M
PCM
9
Perritt Capital Management
Illinois
$4.08M -$83.3K -5,500 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.73M -$27K -1,784 -0.7%
KTA
11
Keeley-Teton Advisors
Illinois
$3.64M -$284K -18,780 -7%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$2.73M -$3.59M -237,316 -57%
Millennium Management
13
Millennium Management
New York
$2.58M +$2.59M +171,300 New
Victory Capital Management
14
Victory Capital Management
Texas
$2.47M +$1.53M +100,802 +158%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.23M +$77.4K +5,110 +4%
CSPAM
16
Cary Street Partners Asset Management
Virginia
$1.97M -$377K -24,920 -16%
GC
17
Globeflex Capital
California
$1.4M +$1.41M +93,044 New
ICM
18
Invenomic Capital Management
Massachusetts
$1.21M +$1.22M +80,616 New
TA
19
Teton Advisors
New York
$1.11M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.1M -$891K -58,845 -45%
BlackRock
21
BlackRock
New York
$989K -$8.01M -528,676 -89%
BCM
22
Bridgeway Capital Management
Texas
$950K -$220K -14,500 -19%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$929K
Goldman Sachs
24
Goldman Sachs
New York
$600K +$233K +15,407 +63%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$517K -$318K -21,013 -38%

SAMG Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2021, worth a combined $98.8M — up 2.1% from $96.8M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SAMG and 14 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 16 added.

The largest buyer was Capital Management, opening a new position worth an estimated $10.5M. The largest seller was BlackRock, cutting an estimated $8.01M.

  • 64 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2021, down from 67 in Q1 2021.
  • Funds reported $98.8M of Silvercrest Asset Management stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 14 funds opened new Silvercrest Asset Management positions in Q2 2021 and 17 closed out, a net change of -3 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2021 was Capital Management, an estimated $10.5M added.
  • The largest Silvercrest Asset Management seller in Q2 2021 was BlackRock, an estimated $8.01M sold.

Based on aggregated 13F filings for Q2 2021.