Safeguard Scientifics, Inc.
SFE was delisted on the 9th of February, 2024.
100 hedge funds and large institutions have $208M invested in Safeguard Scientifics, Inc. in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 10 closing their positions.
1% more capital invested
Capital invested by funds: $206M → $208M (+$2.09M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 107 → 100 (-7)
24% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 41
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.69M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.42M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.03M |
| 4 |
Renaissance Technologies
New York
|
+$782K |
| 5 |
Morgan Stanley
New York
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$5.45M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$2.94M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$2.18M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$661K |
| 5 |
JP Morgan Chase
New York
|
-$638K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
UBS AM
Chicago,
Illinois
| – | -$141K | -10,898 | Closed |
|
102
Neuberger Berman Group
New York
| – | -$136K | -10,498 | Closed |
|
103
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$5K | -357 | Closed |
|
|
MWP
104
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$1K | -50 | Closed |
|
|
AG
105
Advisor Group
Phoenix,
Arizona
| – | -$99 | -8 | -32% |
|
106
Financial Engines Advisors
Santa Clara,
California
| – | +$173 | +14 | New |
|
|
SPIA
107
Steward Partners Investment Advisory
New York
| – | +$481 | +39 | New |
|
SFE Hedge Fund Activity: Q4 2016 in Review
100 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q4 2016, worth a combined $208M — up 1% from $206M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SFE and 6 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 31 added.
The largest buyer was Heartland Advisors, adding an estimated $1.69M. The largest seller was Emerald Advisers, cutting an estimated $5.45M.
- 100 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q4 2016, down from 107 in Q3 2016.
- Funds reported $208M of Safeguard Scientifics, Inc. stock for Q4 2016, up 1% quarter-over-quarter.
- 6 funds opened new Safeguard Scientifics, Inc. positions in Q4 2016 and 10 closed out, a net change of -4 holders.
- The largest Safeguard Scientifics, Inc. buyer in Q4 2016 was Heartland Advisors, an estimated $1.69M added.
- The largest Safeguard Scientifics, Inc. seller in Q4 2016 was Emerald Advisers, an estimated $5.45M sold.
Based on aggregated 13F filings for Q4 2016.