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SFE

Safeguard Scientifics, Inc.

Delisted

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

96 hedge funds and large institutions have $188M invested in Safeguard Scientifics, Inc. in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

5% less capital invested

Capital invested by funds: $198M → $188M (-$9.68M)

4% less funds holding

Funds holding: 10096 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
36
Reduced
26
Closed
8
Calls
$131K
Puts
Net Calls
+$131K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$32K -$2.91K -247 -8%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$25.6K +$24.6K +2,088 +3,212%
AIP
78
Ameritas Investment Partners
Nebraska
$23K
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$18K -$3.18K -270 -15%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$16K
Citigroup
81
Citigroup
New York
$15K +$4.9K +416 +49%
CFA
82
Carroll Financial Associates
North Carolina
$11K
EWM
83
Endurance Wealth Management
Rhode Island
$11K
Barclays
84
Barclays
United Kingdom
$9K +$4.37K +371 +86%
Creative Planning
85
Creative Planning
Kansas
$6K -$589 -50 -9%
CG
86
Cutler Group
California
$5K -$3.79K -322 -41%
KTC
87
Kistler-Tiffany Companies
Pennsylvania
$4K
RFA
88
Reilly Financial Advisors
California
$4K
FANJ
89
Financial Architects (New Jersey)
New Jersey
$3K
ASN
90
Advisory Services Network
Georgia
$2K
HCM
91
Highlander Capital Management
New Jersey
$2K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$1K -$447 -38 -21%
CFN
93
Cordasco Financial Network
Florida
$1K
MA
94
MUFG Americas
New York
$1K
William Blair Investment Management
95
William Blair Investment Management
Illinois
-$3.3M -259,863 Closed
JAM
96
Jupiter Asset Management
United Kingdom
-$3.16M -248,921 Closed
ARTA
97
A.R.T. Advisors
New York
-$150K -11,825 Closed
QAM
98
QCI Asset Management
New York
-$13K -1,000 Closed
MAM
99
Meeder Asset Management
Ohio
-$8K -614 Closed

SFE Hedge Fund Activity: Q2 2017 in Review

96 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q2 2017, worth a combined $188M — down 4.9% from $198M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SFE and 5 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Ariel Investments, adding an estimated $5.97M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $3.3M sold.

  • 96 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q2 2017, down from 100 in Q1 2017.
  • Funds reported $188M of Safeguard Scientifics, Inc. stock for Q2 2017, down 4.9% quarter-over-quarter.
  • 5 funds opened new Safeguard Scientifics, Inc. positions in Q2 2017 and 8 closed out, a net change of -3 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q2 2017 was Ariel Investments, an estimated $5.97M added.
  • The largest Safeguard Scientifics, Inc. seller in Q2 2017 was William Blair Investment Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2017.