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SFE

Safeguard Scientifics, Inc.
SFE

Delisted

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

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42 hedge funds and large institutions have $12.9M invested in Safeguard Scientifics, Inc. in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5% less funds holding

Funds holding: 44 → 42 (-2)

47% less capital invested

Capital invested by funds: $24.3M → $12.9M (-$11.4M)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
7
Closed
4
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$354K
2
C
Certuity
Florida
+$255K
3
CP
Clayton Partners
California
+$53.6K
4
YCM
Yakira Capital Management
Connecticut
+$30.9K
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.2K

Top Sellers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
-$529K
2
EC
EJF Capital
Virginia
-$260K
3
MAP
Madison Avenue Partners
New York
-$165K
4
LCS
Levin Capital Strategies
New York
-$63.7K
5
BCM
Bridgeway Capital Management
Texas
-$53.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$18K +$29.2K +10,600 New
Morgan Stanley
27
Morgan Stanley
New York
$16.6K +$9.65K +3,499 +57%
BAM
28
Byrne Asset Management
New Jersey
$14K -$7.13K -2,586 -24%
Wells Fargo
29
Wells Fargo
California
$2.13K +$3 +1 +0.1%
TRCT
30
Tower Research Capital (TRC)
New York
$2K +$2.79K +1,010 New
UBS Group
31
UBS Group
Switzerland
$972 -$12.1K -4,382 -89%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$889 – – –
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$627 – – –
PA
34
Parallel Advisors
California
$430 – – –
CT
35
Caldwell Trust
Florida
$200 – – –
KFI
36
Key Financial Inc
Pennsylvania
$110 – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$86 – – –
ME
38
McIlrath & Eck
Washington
$57 – – –
WP
39
WealthPLAN Partners
Nebraska
$55 +$88 +32 New
RA
40
Rise Advisors
New York
$47 – – –
KFS
41
Kelly Financial Services
Massachusetts
$28 – – –
HNB
42
Huntington National Bank
Ohio
$2 – – –
EC
43
EJF Capital
Virginia
– -$260K -83,886 Closed
LCS
44
Levin Capital Strategies
New York
– -$63.7K -20,553 Closed
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$38K -12,250 Closed
Two Sigma Advisers
46
Two Sigma Advisers
New York
– -$37.3K -12,033 Closed
1
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SFE Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q1 2023, worth a combined $12.9M — down 47% from $24.3M a quarter earlier.

Fund positioning in SFE was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $354K. The largest seller was First Manhattan, cutting an estimated $529K.

  • 42 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q1 2023, down from 44 in Q4 2022.
  • Funds reported $12.9M of Safeguard Scientifics, Inc. stock for Q1 2023, down 47% quarter-over-quarter.
  • 4 funds opened new Safeguard Scientifics, Inc. positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q1 2023 was Bank of America, an estimated $354K added.
  • The largest Safeguard Scientifics, Inc. seller in Q1 2023 was First Manhattan, an estimated $529K sold.

Based on aggregated 13F filings for Q1 2023.