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SFE

Safeguard Scientifics, Inc.
SFE

Delisted

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

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41 hedge funds and large institutions have $6.08M invested in Safeguard Scientifics, Inc. in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 45 → 41 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

49% less capital invested

Capital invested by funds: $11.9M → $6.08M (-$5.87M)

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$18K
2
ZIG
Zuckerman Investment Group
Illinois
+$13.6K
3
TRCT
Tower Research Capital (TRC)
New York
+$7.44K
4
State Street
State Street
Massachusetts
+$5.59K
5
Bank of America
Bank of America
North Carolina
+$5.4K

Top Sellers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
-$701K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$290K
3
First Manhattan
First Manhattan
New York
-$234K
4
CP
Clayton Partners
California
-$150K
5
BCM
Bridgeway Capital Management
Texas
-$99.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$517 – – –
Creative Planning
27
Creative Planning
Kansas
$364 +$473 +364 New
UBS Group
28
UBS Group
Switzerland
$266 -$389 -299 -53%
PA
29
Parallel Advisors
California
$250 – – –
CT
30
Caldwell Trust
Florida
$116 – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$112 +$81 +62 +124%
KFI
32
Key Financial Inc
Pennsylvania
$64 – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$47 -$6 -5 -10%
ME
34
McIlrath & Eck
Washington
$33 – – –
RA
35
Rise Advisors
New York
$27 – – –
KFS
36
Kelly Financial Services
Massachusetts
$16 – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$16 +$21 +16 New
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$2 +$3 +2 New
HNB
39
Huntington National Bank
Ohio
$1 – – –
CP
40
Clayton Partners
California
– -$150K -90,719 Closed
BCM
41
Bridgeway Capital Management
Texas
– -$99.8K -60,500 Closed
SRC
42
Sage Rhino Capital
California
– -$49.5K -30,000 Closed
Neuberger Berman Group
43
Neuberger Berman Group
New York
– -$32.2K -19,533 Closed
BAM
44
Byrne Asset Management
New Jersey
– -$12K -7,400 Closed
WP
45
WealthPLAN Partners
Nebraska
– -$53 -32 Closed
CAS
46
Coppell Advisory Solutions
Texas
– -$26 -16 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– +$64 +49 +24%
Simplex Trading
48
Simplex Trading
Illinois
– +$65 +50 New
1
2

SFE Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q3 2023, worth a combined $6.08M — down 49% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SFE and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Renaissance Technologies, adding an estimated $18K. The largest seller was Almitas Capital, cutting an estimated $701K.

  • 41 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q3 2023, down from 45 in Q2 2023.
  • Funds reported $6.08M of Safeguard Scientifics, Inc. stock for Q3 2023, down 49% quarter-over-quarter.
  • 5 funds opened new Safeguard Scientifics, Inc. positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q3 2023 was Renaissance Technologies, an estimated $18K added.
  • The largest Safeguard Scientifics, Inc. seller in Q3 2023 was Almitas Capital, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2023.