We are live on ! Find out more
SFE

Safeguard Scientifics, Inc.

Delisted

SFE was delisted on the 9th of February, 2024.

47 hedge funds and large institutions have $31M invested in Safeguard Scientifics, Inc. in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $31.6M → $31M (-$678K)

2% less funds holding

Funds holding: 4847 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $51K

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
6
Reduced
15
Closed
4
Calls
Puts
$51K
Net Calls
-$51K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
26
Zuckerman Investment Group
Illinois
$55K -$21.1K -5,250 -26%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$53K +$313 +78 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$50K -$9.21K -2,293 -15%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$47K +$5.78K +1,440 +13%
Charles Schwab
30
Charles Schwab
California
$46K +$49.1K +12,218 New
BAM
31
Byrne Asset Management
New Jersey
$37K +$4.43K +1,104 +13%
Morgan Stanley
32
Morgan Stanley
New York
$21K -$19.2K -4,790 -46%
Wells Fargo
33
Wells Fargo
California
$4K -$534 -133 -10%
UBS Group
34
UBS Group
Switzerland
$2K -$32 -8 -1%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$2K
TRCT
36
Tower Research Capital (TRC)
New York
$1K -$20.3K -5,055 -94%
Bank of America
37
Bank of America
North Carolina
$1K
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$1K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1K +$884 +220 New
PA
40
Parallel Advisors
California
$1K +$1K +250 New
CT
41
Caldwell Trust
Florida
$433
KFS
42
Kelly Financial Services
Massachusetts
$60
CAM
43
Cubic Asset Management
Massachusetts
-$68K -18,275 Closed
Group One Trading
44
Group One Trading
Illinois
-$29K -7,816 Closed
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
-$11K -2,933 Closed
ZB
46
Zions Bancorporation
Utah
-$1K -200 Closed

SFE Hedge Fund Activity: Q3 2022 in Review

47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q3 2022, worth a combined $31M — down 2.1% from $31.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SFE and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.

The largest buyer was First Manhattan, adding an estimated $187K. The largest seller was Clayton Partners, cutting an estimated $284K.

  • 47 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q3 2022, down from 48 in Q2 2022.
  • Funds reported $31M of Safeguard Scientifics, Inc. stock for Q3 2022, down 2.1% quarter-over-quarter.
  • 3 funds opened new Safeguard Scientifics, Inc. positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest Safeguard Scientifics, Inc. buyer in Q3 2022 was First Manhattan, an estimated $187K added.
  • The largest Safeguard Scientifics, Inc. seller in Q3 2022 was Clayton Partners, an estimated $284K sold.

Based on aggregated 13F filings for Q3 2022.