Silicom
SILC
47 hedge funds and large institutions have $103M invested in Silicom in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more funds holding
Funds holding: 44 → 47 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.76% less ownership
Funds ownership: 45.78% → 43.02% (-2.8%)
9% less capital invested
Capital invested by funds: $113M → $103M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$2.77M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.43M |
| 3 |
Two Sigma Investments
New York
|
+$810K |
| 4 |
Renaissance Technologies
New York
|
+$795K |
| 5 |
Morgan Stanley
New York
|
+$624K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$12.6M |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$2.6M |
| 3 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$1.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$417K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$252K |
SILC Hedge Fund Activity: Q3 2019 in Review
47 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Silicom (SILC) for Q3 2019, worth a combined $103M — down 8.8% from $113M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SILC positions and 4 closed out — a net gain of 3 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was First Wilshire Securities Management, adding an estimated $2.77M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $12.6M sold.
- 47 institutional investors held Silicom (SILC) as of Q3 2019, up from 44 in Q2 2019.
- Funds reported $103M of Silicom stock for Q3 2019, down 8.8% quarter-over-quarter.
- 7 funds opened new Silicom positions in Q3 2019 and 4 closed out, a net change of +3 holders.
- The largest Silicom buyer in Q3 2019 was First Wilshire Securities Management, an estimated $2.77M added.
- The largest Silicom seller in Q3 2019 was Janus Henderson Group, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2019.