Safeguard Scientifics, Inc.
SFE was delisted on the 9th of February, 2024.
84 hedge funds and large institutions have $89.4M invested in Safeguard Scientifics, Inc. in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
6% more capital invested
Capital invested by funds: $84.2M → $89.4M (+$5.19M)
4% more funds holding
Funds holding: 81 → 84 (+3)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.47M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$781K |
| 3 |
SCM
Solas Capital Management
Darien,
Connecticut
|
+$655K |
| 4 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$469K |
| 5 |
BlackRock
New York
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.82M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
-$1.17M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.05M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$583K |
| 5 |
KBC Group
Brussels,
Belgium
|
-$458K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAIM
76
Punch & Associates Investment Management
Edina,
Minnesota
| – | -$1.05M | -164,830 | Closed |
|
77
Millennium Management
New York
| – | -$128K | -20,080 | Closed |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$88K | -13,759 | Closed |
|
|
79
KBC Group
Brussels,
Belgium
| – | -$458K | -13,034 | Closed |
|
80
Squarepoint
New York
| – | -$82K | -12,897 | Closed |
|
81
Invesco
Atlanta,
Georgia
| – | -$81K | -12,716 | Closed |
|
|
WC
82
Wexford Capital
West Palm Beach,
Florida
| – | -$43K | -6,725 | Closed |
|
|
PWPS
83
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$14K | -2,185 | Closed |
|
|
MWP
84
Meridian Wealth Partners
Exton,
Pennsylvania
| – | +$138 | +19 | New |
|
|
QCG
85
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$247 | +34 | New |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | +$319 | +44 | +4,400% |
|
|
BCA
87
Berman Capital Advisors
Atlanta,
Georgia
| – | +$327 | +45 | New |
|
|
GWS
88
Glassman Wealth Services
Vienna,
Virginia
| – | +$377 | +52 | +260% |
|
SFE Hedge Fund Activity: Q1 2021 in Review
84 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q1 2021, worth a combined $89.4M — up 6.2% from $84.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SFE positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.82M.
- 84 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q1 2021, up from 81 in Q4 2020.
- Funds reported $89.4M of Safeguard Scientifics, Inc. stock for Q1 2021, up 6.2% quarter-over-quarter.
- 13 funds opened new Safeguard Scientifics, Inc. positions in Q1 2021 and 9 closed out, a net change of +4 holders.
- The largest Safeguard Scientifics, Inc. buyer in Q1 2021 was Vanguard Group, an estimated $1.47M added.
- The largest Safeguard Scientifics, Inc. seller in Q1 2021 was T. Rowe Price Associates, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2021.