We are live on ! Find out more
SFE

Safeguard Scientifics, Inc.

Delisted

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

90 hedge funds and large institutions have $299M invested in Safeguard Scientifics, Inc. in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $328M → $299M (-$29.2M)

9% less funds holding

Funds holding: 9990 (-9)

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
29
Reduced
27
Closed
13
Calls
$282K
Puts
Net Calls
+$282K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
76
Managed Account Advisors
New Jersey
$7K -$981 -53 -12%
HCM
77
Highlander Capital Management
New Jersey
$6K
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$6K
FANJ
79
Financial Architects (New Jersey)
New Jersey
$5K
OIA
80
Optimum Investment Advisors
Illinois
$5K
RFA
81
Reilly Financial Advisors
California
$5K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$5K +$944 +51 +29%
GT
83
Glenmede Trust
Pennsylvania
$3K
ASN
84
Advisory Services Network
Georgia
$3K +$3.02K +163 New
CFA
85
CT Financial Advisors
Pennsylvania
$1.19K
PSI
86
Pinnacle Summer Investments
Virginia
$1K -$19 -1 Closed
CFN
87
Cordasco Financial Network
Florida
$1K
FWM
88
Focused Wealth Management
New York
$1K
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$1K
Creative Planning
90
Creative Planning
Kansas
$1K +$611 +33 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237 -$6.07K -328 -2%
GC
92
Guggenheim Capital
Illinois
-$1.33M -67,379 Closed
SIM
93
SSI Investment Management
California
-$282K -14,200 Closed
Two Sigma Investments
94
Two Sigma Investments
New York
-$233K -11,751 Closed
CIM
95
Contravisory Investment Management
Massachusetts
-$211K -10,665 Closed
NPC
96
National Planning Corporation
California
-$42.6K -2,283 Closed
MCM
97
Manchester Capital Management
Vermont
-$11K -530 Closed
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
-$10K -518 Closed
HCC
99
Hirtle Callaghan & Co
Pennsylvania
-$10K -500 Closed
NCM
100
Nelson Capital Management
California
-$2K -100 Closed

SFE Hedge Fund Activity: Q1 2015 in Review

90 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q1 2015, worth a combined $299M — down 8.9% from $328M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SFE and 4 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.88M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $1.33M sold.

  • 90 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q1 2015, down from 99 in Q4 2014.
  • Funds reported $299M of Safeguard Scientifics, Inc. stock for Q1 2015, down 8.9% quarter-over-quarter.
  • 4 funds opened new Safeguard Scientifics, Inc. positions in Q1 2015 and 13 closed out, a net change of -9 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q1 2015 was Royal Bank of Canada, an estimated $1.88M added.
  • The largest Safeguard Scientifics, Inc. seller in Q1 2015 was Guggenheim Capital, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2015.