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Silvercrest Asset Management

56 hedge funds and large institutions have $99.8M invested in Silvercrest Asset Management in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1% more capital invested

Capital invested by funds: $98.8M → $99.8M (+$972K)

1.78% less ownership

Funds ownership: 68.04%66.26% (-1.8%)

13% less funds holding

Funds holding: 6456 (-8)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
3
Increased
15
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Capital Management
Virginia
$12.8M +$2.01M +127,312 +18%
RA
2
Royce & Associates
New York
$11.8M
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.64M +$5.12K +325 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.05M +$308K +19,574 +5%
Boston Partners
5
Boston Partners
Massachusetts
$6.95M -$577K -36,620 -8%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$6.32M -$380K -24,143 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.79M
BFC
8
Banc Funds Company
Illinois
$4.29M -$1.16M -73,942 -21%
PCM
9
Perritt Capital Management
Illinois
$4.23M +$3.94K +250 +0.1%
KTA
10
Keeley-Teton Advisors
Illinois
$3.77M -$9.2K -584 -0.2%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.42M -$447K -28,400 -11%
ICM
12
Invenomic Capital Management
Massachusetts
$2.79M +$1.55M +98,234 +122%
Victory Capital Management
13
Victory Capital Management
Texas
$2.56M -$1.43K -91 -0.1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.4M +$99.1K +6,291 +4%
CSPAM
15
Cary Street Partners Asset Management
Virginia
$1.99M -$50.3K -3,194 -2%
Millennium Management
16
Millennium Management
New York
$1.85M -$830K -52,726 -31%
BlackRock
17
BlackRock
New York
$1.52M +$497K +31,571 +48%
GC
18
Globeflex Capital
California
$1.45M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.24M +$96.9K +6,152 +8%
TA
20
Teton Advisors
New York
$1.15M
BCM
21
Bridgeway Capital Management
Texas
$984K
HIM
22
Hillsdale Investment Management
Ontario, Canada
$969K +$7.87K +500 +0.8%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$564K +$570K +36,200 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$559K +$23.8K +1,513 +4%
Morgan Stanley
25
Morgan Stanley
New York
$456K +$59.4K +3,774 +15%

SAMG Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2021, worth a combined $99.8M — up 0.98% from $98.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SAMG and 3 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Capital Management, adding an estimated $2.01M. The largest seller was Russell Investments Group, exiting entirely with an estimated $2.73M sold.

  • 56 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2021, down from 64 in Q2 2021.
  • Funds reported $99.8M of Silvercrest Asset Management stock for Q3 2021, up 0.98% quarter-over-quarter.
  • 3 funds opened new Silvercrest Asset Management positions in Q3 2021 and 11 closed out, a net change of -8 holders.
  • The largest Silvercrest Asset Management buyer in Q3 2021 was Capital Management, an estimated $2.01M added.
  • The largest Silvercrest Asset Management seller in Q3 2021 was Russell Investments Group, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2021.