Safeguard Scientifics, Inc.
SFE was delisted on the 9th of February, 2024.
99 hedge funds and large institutions have $328M invested in Safeguard Scientifics, Inc. in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 9 closing their positions.
126% more call options, than puts
Call options by funds: $224K | Put options by funds: $99K
10% more capital invested
Capital invested by funds: $298M → $328M (+$29.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 103 → 99 (-4)
18% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 34
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.04M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$2.02M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.46M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$800K |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.42M |
| 2 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$956K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$823K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$594K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SO
101
STRS Ohio
Columbus,
Ohio
| – | -$120K | -6,532 | Closed |
|
102
Ameriprise
Minneapolis,
Minnesota
| – | -$22K | -1,215 | Closed |
|
103
BNP Paribas Financial Markets
Paris,
France
| – | -$22K | -1,196 | Closed |
|
104
Creative Planning
Overland Park,
Kansas
| – | -$8K | -409 | Closed |
|
|
TDC
105
Thompson Davis & Co
Richmond,
Virginia
| – | -$5K | -250 | Closed |
|
|
BRWA
106
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | +$482 | +25 | New |
|
SFE Hedge Fund Activity: Q4 2014 in Review
99 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q4 2014, worth a combined $328M — up 10% from $298M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SFE and 7 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 28 added.
The largest buyer was Royal Bank of Canada, adding an estimated $7.04M. The largest seller was Putnam Investments, exiting entirely with an estimated $1.42M sold.
- 99 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q4 2014, down from 103 in Q3 2014.
- Funds reported $328M of Safeguard Scientifics, Inc. stock for Q4 2014, up 10% quarter-over-quarter.
- 7 funds opened new Safeguard Scientifics, Inc. positions in Q4 2014 and 9 closed out, a net change of -2 holders.
- The largest Safeguard Scientifics, Inc. buyer in Q4 2014 was Royal Bank of Canada, an estimated $7.04M added.
- The largest Safeguard Scientifics, Inc. seller in Q4 2014 was Putnam Investments, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2014.