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Silvercrest Asset Management

60 hedge funds and large institutions have $137M invested in Silvercrest Asset Management in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

20% more capital invested

Capital invested by funds: $114M → $137M (+$22.6M)

9% more funds holding

Funds holding: 5560 (+5)

0.42% less ownership

Funds ownership: 68.88%68.46% (-0.42%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
23
Reduced
19
Closed
3
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Capital Management
Virginia
$15.6M -$1.05M -58,620 -7%
RA
2
Royce & Associates
New York
$14.5M -$656K -36,765 -5%
Boston Partners
3
Boston Partners
Massachusetts
$11.5M -$122K -6,821 -1%
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.81M -$1.07M -59,760 -12%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$8.22M -$16.8K -940 -0.2%
LPPF
6
Long Path Partners Fund
Connecticut
$7.58M +$1.52M +85,274 +30%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.29M -$2.57K -144 -0%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$6.68M -$810K -45,400 -12%
ICM
9
Invenomic Capital Management
Massachusetts
$5.5M +$2.24M +125,685 +58%
PCM
10
Perritt Capital Management
Illinois
$5.08M -$438K -24,525 -9%
BFC
11
Banc Funds Company
Illinois
$4.16M
KTA
12
Keeley-Teton Advisors
Illinois
$4.14M -$377K -21,095 -9%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.39M -$690K -38,641 -19%
Victory Capital Management
14
Victory Capital Management
Texas
$3.38M +$351K +19,670 +14%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.3M +$92.2K +5,167 +3%
CSPAM
16
Cary Street Partners Asset Management
Virginia
$2.66M +$37.5K +2,099 +2%
Millennium Management
17
Millennium Management
New York
$2.62M +$268K +15,004 +13%
AA
18
Ancora Advisors
Ohio
$2.2M +$165K +9,248 +9%
GC
19
Globeflex Capital
California
$1.9M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.64M +$14.3K +799 +1%
BlackRock
21
BlackRock
New York
$1.63M -$365K -20,440 -20%
TA
22
Teton Advisors
New York
$1.51M
EI
23
EAM Investors
California
$1.38M +$1.2M +67,464 New
BCM
24
Bridgeway Capital Management
Texas
$1.14M -$157K -8,819 -14%
Two Sigma Investments
25
Two Sigma Investments
New York
$883K +$190K +10,663 +33%

SAMG Hedge Fund Activity: Q1 2022 in Review

60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2022, worth a combined $137M — up 20% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SAMG positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Invenomic Capital Management, adding an estimated $2.24M. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.07M.

  • 60 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2022, up from 55 in Q4 2021.
  • Funds reported $137M of Silvercrest Asset Management stock for Q1 2022, up 20% quarter-over-quarter.
  • 9 funds opened new Silvercrest Asset Management positions in Q1 2022 and 3 closed out, a net change of +6 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2022 was Invenomic Capital Management, an estimated $2.24M added.
  • The largest Silvercrest Asset Management seller in Q1 2022 was Punch & Associates Investment Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2022.