Silicom
SILC
57 hedge funds and large institutions have $135M invested in Silicom in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.
1.32% less ownership
Funds ownership: 51.33% → 50.01% (-1.3%)
12% less funds holding
Funds holding: 65 → 57 (-8)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
26% less capital invested
Capital invested by funds: $182M → $135M (-$46.7M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Apis Capital Advisors
New York
|
+$2.49M |
| 2 |
ICM
Intrepid Capital Management
Jacksonville Beach,
Florida
|
+$806K |
| 3 |
Millennium Management
New York
|
+$500K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$482K |
| 5 |
HIM
Herald Investment Management
London,
United Kingdom
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFCM
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
-$3.54M |
| 2 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$3.5M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$674K |
| 4 |
JP Morgan Chase
New York
|
-$620K |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$529K |
SILC Hedge Fund Activity: Q1 2022 in Review
57 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Silicom (SILC) for Q1 2022, worth a combined $135M — down 26% from $182M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SILC and 2 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 21 added.
The largest buyer was Apis Capital Advisors, adding an estimated $2.49M. The largest seller was Taylor Frigon Capital Management, exiting entirely with an estimated $3.54M sold.
- 57 institutional investors held Silicom (SILC) as of Q1 2022, down from 65 in Q4 2021.
- Funds reported $135M of Silicom stock for Q1 2022, down 26% quarter-over-quarter.
- 2 funds opened new Silicom positions in Q1 2022 and 10 closed out, a net change of -8 holders.
- The largest Silicom buyer in Q1 2022 was Apis Capital Advisors, an estimated $2.49M added.
- The largest Silicom seller in Q1 2022 was Taylor Frigon Capital Management, an estimated $3.54M sold.
Based on aggregated 13F filings for Q1 2022.