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SFE

Safeguard Scientifics, Inc.
SFE

Delisted

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

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45 hedge funds and large institutions have $11.9M invested in Safeguard Scientifics, Inc. in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

7% more funds holding

Funds holding: 42 → 45 (+3)

7% less capital invested

Capital invested by funds: $12.9M → $11.9M (-$968K)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$34.1K
2
Morgan Stanley
Morgan Stanley
New York
+$16K
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.44K
4
TRCT
Tower Research Capital (TRC)
New York
+$1.48K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$353

Top Sellers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
-$150K
2
CP
Clayton Partners
California
-$91.9K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$54.5K
4
Bank of America
Bank of America
North Carolina
-$32.4K
5
ZIG
Zuckerman Investment Group
Illinois
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$20K +$2.44K +1,400 +13%
BAM
27
Byrne Asset Management
New Jersey
$12K -$1.4K -800 -10%
TRCT
28
Tower Research Capital (TRC)
New York
$3.07K +$1.48K +850 +84%
Wells Fargo
29
Wells Fargo
California
$2.04K +$9 +5 +0.4%
UBS Group
30
UBS Group
Switzerland
$932 – – –
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$853 – – –
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$601 – – –
PA
33
Parallel Advisors
California
$413 – – –
CT
34
Caldwell Trust
Florida
$191 – – –
KFI
35
Key Financial Inc
Pennsylvania
$106 – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$86 +$91 +52 New
Osaic Holdings
37
Osaic Holdings
Arizona
$83 – – –
ME
38
McIlrath & Eck
Washington
$54 – – –
WP
39
WealthPLAN Partners
Nebraska
$53 – – –
RA
40
Rise Advisors
New York
$45 – – –
KFS
41
Kelly Financial Services
Massachusetts
$26 – – –
CAS
42
Coppell Advisory Solutions
Texas
$26 +$28 +16 New
HNB
43
Huntington National Bank
Ohio
$2 – – –
ZIG
44
Zuckerman Investment Group
Illinois
– -$25.6K -14,865 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$21.4K -12,460 Closed
DAC
46
Dividend Assets Capital
South Carolina
– +$9 +5 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– +$353 +202 New
1
2

SFE Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q2 2023, worth a combined $11.9M — down 7.5% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SFE positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $34.1K. The largest seller was First Manhattan, cutting an estimated $150K.

  • 45 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q2 2023, up from 42 in Q1 2023.
  • Funds reported $11.9M of Safeguard Scientifics, Inc. stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 5 funds opened new Safeguard Scientifics, Inc. positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q2 2023 was Neuberger Berman Group, an estimated $34.1K added.
  • The largest Safeguard Scientifics, Inc. seller in Q2 2023 was First Manhattan, an estimated $150K sold.

Based on aggregated 13F filings for Q2 2023.