Silicom
SILC
63 hedge funds and large institutions have $152M invested in Silicom in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $128M → $152M (+$23.9M)
13% more funds holding
Funds holding: 56 → 63 (+7)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.34% less ownership
Funds ownership: 54.57% → 54.23% (-0.34%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.17M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.14M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$601K |
| 4 |
ACA
Apis Capital Advisors
New York
|
+$572K |
| 5 |
DC
Diametric Capital
Boston,
Massachusetts
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$3.66M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.89M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$1.73M |
| 4 |
EMG
ETF Managers Group
Summit,
New Jersey
|
-$426K |
| 5 |
FC
Fore Capital
New York
|
-$412K |
SILC Hedge Fund Activity: Q4 2022 in Review
63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Silicom (SILC) for Q4 2022, worth a combined $152M — up 19% from $128M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SILC positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Millennium Management, adding an estimated $2.17M. The largest seller was North Run Capital, cutting an estimated $3.66M.
- 63 institutional investors held Silicom (SILC) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $152M of Silicom stock for Q4 2022, up 19% quarter-over-quarter.
- 11 funds opened new Silicom positions in Q4 2022 and 4 closed out, a net change of +7 holders.
- The largest Silicom buyer in Q4 2022 was Millennium Management, an estimated $2.17M added.
- The largest Silicom seller in Q4 2022 was North Run Capital, an estimated $3.66M sold.
Based on aggregated 13F filings for Q4 2022.