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Safety Insurance
SAFT

Overview Fund Activity

178 hedge funds and large institutions have $1B invested in Safety Insurance in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
178
Holders Change
-8
Holders Change %
-4.3%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
66
Reduced
66
Closed
26
Calls
$260K
Puts
$283K
Net Calls
-$23K
Net Calls Change
-$529K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$71.5M
2
BlackRock
2
BlackRock
New York
$161M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.68M
4
Millennium Management
4
Millennium Management
New York
$3.84M
5
E
5
Ergoteles
New York
$2.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$13.9M
2
State Street
2
State Street
Massachusetts
$41.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.02M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.3M
5
Invesco
5
Invesco
Georgia
$9.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GWS
176
Glassman Wealth Services
Virginia
$298 4 +4 New
ECM
177
Everence Capital Management
Indiana
$206 2,760 +2,760 New
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
– – -12,747 Closed
SO
179
STRS Ohio
Ohio
– – -8,800 Closed
NA
180
Navellier & Associates
Nevada
– – -4,941 Closed
PI
181
Putnam Investments
Massachusetts
– – -4,461 Closed
PFO
182
Pathstone Family Office
New Jersey
– – -3,811 Closed
SGI
183
Summit Global Investments
Utah
– – -3,500 Closed
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
– – -3,462 Closed
YIH
185
Y-Intercept (HK)
Hong Kong
– – -3,173 Closed
WG
186
Winton Group
United Kingdom
– – -3,123 Closed
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
– – -2,920 Closed
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
– – -2,886 Closed
DTL
189
Dynamic Technology Lab
Singapore
– – -2,850 Closed
ACL
190
Applied Capital LLC
Florida
– – -2,774 Closed
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
– – -2,454 Closed
MCC
192
Money Concepts Capital
Florida
– – -568 Closed
SWA
193
Sutton Wealth Advisors
Florida
– – -253 Closed
GRP
194
Global Retirement Partners
California
– – -252 Closed
AWM
195
Accurate Wealth Management
Florida
– – -100 Closed
TWA
196
TCI Wealth Advisors
Arizona
– – -64 Closed
PA
197
Parallel Advisors
California
– – -26 Closed
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
– – -16 Closed
SWM
199
Spire Wealth Management
Virginia
– – -16 Closed
Lazard Asset Management
200
Lazard Asset Management
New York
– – -13 Closed
5 6 7
8
9