Safeguard Scientifics, Inc.
SFE was delisted on the 9th of February, 2024.
76 hedge funds and large institutions have $152M invested in Safeguard Scientifics, Inc. in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more call options, than puts
Call options by funds: $485K | Put options by funds: $247K
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
24% more capital invested
Capital invested by funds: $123M → $152M (+$29.2M)
6% less funds holding
Funds holding: 81 → 76 (-5)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$2.07M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.59M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$810K |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$470K |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$2.8M |
| 2 |
First Manhattan
New York
|
-$1.74M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.06M |
| 4 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$1.02M |
| 5 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Invesco
Atlanta,
Georgia
| – | -$206K | -23,954 | Closed |
|
|
SDWMA
77
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| – | -$128K | -14,902 | Closed |
|
|
CMANY
78
Capital Management Associates (New York)
New York
| – | -$122K | -14,200 | Closed |
|
79
VOYA Investment Management
Atlanta,
Georgia
| – | -$99K | -11,462 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$35K | -4,026 | Closed |
|
|
EWM
81
Endurance Wealth Management
Providence,
Rhode Island
| – | -$8K | -900 | Closed |
|
82
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -345 | Closed |
|
|
MAM
83
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -140 | Closed |
|
|
CG
84
Cutler Group
San Francisco,
California
| – | +$10 | +1 | New |
|
SFE Hedge Fund Activity: Q1 2019 in Review
76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q1 2019, worth a combined $152M — up 24% from $123M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SFE and 7 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 26 added.
The largest buyer was Zeke Capital Advisors, opening a new position worth an estimated $2.07M. The largest seller was Ariel Investments, cutting an estimated $2.8M.
- 76 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q1 2019, down from 81 in Q4 2018.
- Funds reported $152M of Safeguard Scientifics, Inc. stock for Q1 2019, up 24% quarter-over-quarter.
- 7 funds opened new Safeguard Scientifics, Inc. positions in Q1 2019 and 10 closed out, a net change of -3 holders.
- The largest Safeguard Scientifics, Inc. buyer in Q1 2019 was Zeke Capital Advisors, an estimated $2.07M added.
- The largest Safeguard Scientifics, Inc. seller in Q1 2019 was Ariel Investments, an estimated $2.8M sold.
Based on aggregated 13F filings for Q1 2019.