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SFE

Safeguard Scientifics, Inc.

Delisted

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

116 hedge funds and large institutions have $367M invested in Safeguard Scientifics, Inc. in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,155% more call options, than puts

Call options by funds: $944K | Put options by funds: $29K

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $336M → $367M (+$31.2M)

3% more funds holding

Funds holding: 113116 (+3)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
32
Reduced
43
Closed
8
Calls
$944K
Puts
$29K
Net Calls
+$915K
Net Calls Change
+$808K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$41.9M -$17.9K -900 -0%
First Manhattan
2
First Manhattan
New York
$30.4M -$1.14M -57,599 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.8M -$90.9K -4,573 -0.4%
GIM
4
Granahan Investment Management
Massachusetts
$20.4M +$1.9M +95,810 +12%
BIT
5
BlackRock Institutional Trust
California
$16.4M +$241K +12,129 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$16.2M -$267K -13,423 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$15.3M +$937K +47,168 +7%
William Blair & Company
8
William Blair & Company
Illinois
$15.2M +$857K +43,132 +7%
BFA
9
BlackRock Fund Advisors
California
$13M +$149K +7,501 +1%
PM
10
Pembroke Management
Quebec, Canada
$12.8M +$11.5M +577,100 New
FCAM
11
F&C Asset Management
United Kingdom
$12.8M -$4.83M -242,983 -30%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$12.4M -$302K -15,200 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.3M +65,295 +14%
EA
14
Emerald Advisers
Pennsylvania
$10.4M +$9.94K +500 +0.1%
State Street
15
State Street
Massachusetts
$8.16M -$41.9K -2,110 -0.6%
Northern Trust
16
Northern Trust
Illinois
$6.92M -$437K -21,984 -7%
JAM
17
Jupiter Asset Management
United Kingdom
$5.66M +$5.07M +255,083 New
SONJCPFA
18
State of New Jersey Common Pension Fund A
New Jersey
$5.54M
YCM
19
Yakira Capital Management
Connecticut
$5M +$751K +37,797 +20%
GF
20
Goodman Financial
Texas
$4.92M +$125K +6,305 +3%
USAA
21
United Services Automobile Association
Texas
$3.33M +$115K +5,800 +4%
BG
22
BlackRock Group
United Kingdom
$3.25M +$392K +19,754 +16%
ARMC
23
American Research & Management Company
Massachusetts
$3.11M +$35.8K +1,800 +1%
UBS AM
24
UBS AM
Illinois
$3.06M -$767K -38,600 -22%
UOC
25
UBS O'Connor
Illinois
$2.88M -$2.14M -107,705 -45%

SFE Hedge Fund Activity: Q1 2014 in Review

116 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q1 2014, worth a combined $367M — up 9.3% from $336M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SFE positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 43 trimmed.

The largest buyer was Pembroke Management, opening a new position worth an estimated $11.5M. The largest seller was Bank of Montreal, cutting an estimated $14.3M.

  • 116 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q1 2014, up from 113 in Q4 2013.
  • Funds reported $367M of Safeguard Scientifics, Inc. stock for Q1 2014, up 9.3% quarter-over-quarter.
  • 13 funds opened new Safeguard Scientifics, Inc. positions in Q1 2014 and 8 closed out, a net change of +5 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q1 2014 was Pembroke Management, an estimated $11.5M added.
  • The largest Safeguard Scientifics, Inc. seller in Q1 2014 was Bank of Montreal, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2014.