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Safety Insurance

156 hedge funds and large institutions have $1.01B invested in Safety Insurance in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $933M → $1.01B (+$75.1M)

7% more funds holding

Funds holding: 146156 (+10)

2.06% more ownership

Funds ownership: 80.3%82.36% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

72% less call options, than puts

Call options by funds: $1.66M | Put options by funds: $6.01M

Holders
156
Holders Change
+10
Holders Change %
+6.85%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
48
Reduced
49
Closed
12
Calls
$1.66M
Puts
$6.01M
Net Calls
-$4.35M
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$67K +$20.3K +251 +43%
JFA
127
JNBA Financial Advisors
Minnesota
$60K
MAM
128
Meeder Asset Management
Ohio
$51K +$23.5K +291 +83%
VCM
129
Versant Capital Management
Arizona
$45K
LIA
130
LS Investment Advisors
Michigan
$37K -$6.47K -80 -15%
RFA
131
Reilly Financial Advisors
California
$36K
DCM
132
Delpha Capital Management
New York
$34K +$34.1K +421 New
SPIA
133
Steward Partners Investment Advisory
New York
$32K
US Bancorp
134
US Bancorp
Minnesota
$29K -$350K -4,331 -92%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$26K
RFC
136
Regions Financial Corp
Alabama
$20K +$20.2K +250 New
SWA
137
Sutton Wealth Advisors
Florida
$15.6K
DVM
138
Dreman Value Management
Florida
$14K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$9K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$9K
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$8K
SFG
142
SevenBridge Financial Group
Pennsylvania
$8K
SA
143
SRH Advisors
Kansas
$8K
TCOV
144
Trust Company of Vermont
Vermont
$8K +$8.09K +100 New
QCG
145
Quadrant Capital Group
Ohio
$5K
MOS
146
MGO One Seven
Ohio
$5K +$5.34K +66 New
ST
147
Smithfield Trust
Pennsylvania
$4K +$4.45K +55 New
IA
148
IFP Advisors
Florida
$3K -$728 -9 -22%
AG
149
Advisor Group
Arizona
$2K
AssetMark Inc
150
AssetMark Inc
California
$2K +$1.13K +14 +140%