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SFE

Safeguard Scientifics, Inc.

Delisted

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

91 hedge funds and large institutions have $208M invested in Safeguard Scientifics, Inc. in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $188M → $208M (+$19.5M)

5% less funds holding

Funds holding: 9691 (-5)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
26
Reduced
33
Closed
9
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$16K -$887 -72 -6%
IA
77
IFP Advisors
Florida
$14K -$19.4K -1,576 -59%
JP Morgan Chase
78
JP Morgan Chase
New York
$13K -$23.8K -1,933 -66%
EWM
79
Endurance Wealth Management
Rhode Island
$12K
KTC
80
Kistler-Tiffany Companies
Pennsylvania
$9K +$4.49K +364 +116%
Barclays
81
Barclays
United Kingdom
$8K -$2.18K -177 -22%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$4K
RFA
83
Reilly Financial Advisors
California
$4K
SEI Investments
84
SEI Investments
Pennsylvania
$4K +$3.83K +311 New
ASN
85
Advisory Services Network
Georgia
$2K
HCM
86
Highlander Capital Management
New Jersey
$2K
MA
87
MUFG Americas
New York
$2K
CFN
88
Cordasco Financial Network
Florida
$1K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$1K
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
-$2.27M -191,435 Closed
GCM
91
Goldman Capital Management
New York
-$827K -69,477 Closed
CCP
92
Centaur Capital Partners
Texas
-$477K -40,100 Closed
HCM
93
Highbridge Capital Management
New York
-$216K -18,156 Closed
Millennium Management
94
Millennium Management
New York
-$174K -14,600 Closed
JC
95
JBF Capital
Colorado
-$33K -2,800 Closed
CFA
96
Carroll Financial Associates
North Carolina
-$11K -1,000 Closed
Creative Planning
97
Creative Planning
Kansas
-$6K -533 Closed
CG
98
Cutler Group
California
-$5.61K -455 Closed

SFE Hedge Fund Activity: Q3 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q3 2017, worth a combined $208M — up 10% from $188M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SFE and 4 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was Ariel Investments, adding an estimated $1.52M. The largest seller was Royal Bank of Canada, cutting an estimated $3.76M.

  • 91 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q3 2017, down from 96 in Q2 2017.
  • Funds reported $208M of Safeguard Scientifics, Inc. stock for Q3 2017, up 10% quarter-over-quarter.
  • 4 funds opened new Safeguard Scientifics, Inc. positions in Q3 2017 and 9 closed out, a net change of -5 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q3 2017 was Ariel Investments, an estimated $1.52M added.
  • The largest Safeguard Scientifics, Inc. seller in Q3 2017 was Royal Bank of Canada, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2017.