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Safety Insurance
SAFT

Overview Fund Activity

174 hedge funds and large institutions have $1.18B invested in Safety Insurance in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
55
Reduced
50
Closed
16
Calls
$9.64M
Puts
$5.89M
Net Calls
+$3.75M
Net Calls Change
+$1.96M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
GC
2
Grace Capital
Massachusetts
$6.96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M
4
UBS Group
4
UBS Group
Switzerland
$4.53M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.6M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$3.97M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$91.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.72M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.53M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
151
Reilly Financial Advisors
California
$42K – – –
LIA
152
LS Investment Advisors
Michigan
$40K – – –
US Bancorp
153
US Bancorp
Minnesota
$39K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$37K – – –
RIA
155
Realta Investment Advisors
Delaware
$37K – – –
ASN
156
Advisory Services Network
Georgia
$37K +$744 +8 +2%
SWA
157
Sutton Wealth Advisors
Florida
$31.5K – – –
1IA
158
1834 Investment Advisors
Wisconsin
$28K +$28K +307 New
VCM
159
Versant Capital Management
Arizona
$27K – – –
TCOV
160
Trust Company of Vermont
Vermont
$12K – – –
BWA
161
BDO Wealth Advisors
Florida
$11K – – –
FHA
162
Flagship Harbor Advisors
Massachusetts
$9K +$94 +1 +1%
GRP
163
Global Retirement Partners
California
$9K +$9K +100 New
BCA
164
Berman Capital Advisors
Georgia
$8K – – –
HGWM
165
Harvest Group Wealth Management
Massachusetts
$7K – – –
TFO
166
Tarbox Family Office
California
$6K – – –
ST
167
Smithfield Trust
Pennsylvania
$5K – – –
GT
168
Glenmede Trust
Pennsylvania
$5K – – –
AG
169
Advisor Group
Arizona
$3K +$3K +29 New
TRCT
170
Tower Research Capital (TRC)
New York
$2K -$40.8K -408 -95%
S
171
SignatureFD
Georgia
$2K – – –
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1K – – –
PHK
173
Point72 Hong Kong
Hong Kong
$1K +$1K +12 New
OPS
174
Orion Portfolio Solutions
Nebraska
$1K +$1K +14 New
CEP
175
Chicago Equity Partners
Illinois
– -$1.22M -12,005 Closed
4 5 6
7
8