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Safety Insurance

172 hedge funds and large institutions have $927M invested in Safety Insurance in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

115% more call options, than puts

Call options by funds: $919K | Put options by funds: $427K

20% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 59

1% more capital invested

Capital invested by funds: $918M → $927M (+$8.8M)

0.3% less ownership

Funds ownership: 78.38%78.08% (-0.3%)

3% less funds holding

Funds holding: 178172 (-6)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
71
Reduced
59
Closed
20
Calls
$919K
Puts
$427K
Net Calls
+$492K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$173M -$341K -4,324 -0.2%
SC
2
SRB Corp
Massachusetts
$133M
Vanguard Group
3
Vanguard Group
Pennsylvania
$128M +$1.68M +21,306 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55.2M +$82.8K +1,049 +0.2%
State Street
5
State Street
Massachusetts
$40.9M +$390K +4,947 +1%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$25.4M +$2.49M +31,513 +11%
Charles Schwab
7
Charles Schwab
California
$24.7M +$2.46M +31,187 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.9M -$14.3K -181 -0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$19.4M -$127K -1,606 -0.7%
AC
10
AltraVue Capital
Washington
$16.1M +$2.5M +31,730 +18%
Northern Trust
11
Northern Trust
Illinois
$15.2M -$543K -6,877 -3%
Invesco
12
Invesco
Georgia
$14.8M -$218K -2,764 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.8M -$3.02M -38,300 -17%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$13.9M -$8.77M -111,208 -39%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$11.9M
JP Morgan Chase
16
JP Morgan Chase
New York
$11M +$2.26M +28,604 +26%
Norges Bank
17
Norges Bank
Norway
$9.9M -$1.67M -21,200 -15%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$9.04M +$8.99M +114,000 New
Victory Capital Management
19
Victory Capital Management
Texas
$8.19M +$1.09M +13,766 +15%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.7M -$110K -1,393 -1%
Ameriprise
21
Ameriprise
Minnesota
$6.77M +$486K +6,166 +8%
Morgan Stanley
22
Morgan Stanley
New York
$6.21M -$1.12M -14,190 -15%
RA
23
Royce & Associates
New York
$5.95M +$524K +6,647 +10%
N
24
Nuveen
North Carolina
$5.5M -$780K -9,881 -13%
UBS Group
25
UBS Group
Switzerland
$5.4M +$796K +10,086 +17%

SAFT Hedge Fund Activity: Q3 2021 in Review

172 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q3 2021, worth a combined $927M — up 0.96% from $918M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SAFT and 16 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 71 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $8.99M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.77M.

  • 172 institutional investors held Safety Insurance (SAFT) as of Q3 2021, down from 178 in Q2 2021.
  • Funds reported $927M of Safety Insurance stock for Q3 2021, up 0.96% quarter-over-quarter.
  • 16 funds opened new Safety Insurance positions in Q3 2021 and 20 closed out, a net change of -4 holders.
  • The largest Safety Insurance buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $8.99M added.
  • The largest Safety Insurance seller in Q3 2021 was T. Rowe Price Associates, an estimated $8.77M sold.

Based on aggregated 13F filings for Q3 2021.