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SFE

Safeguard Scientifics, Inc.

Delisted

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

96 hedge funds and large institutions have $188M invested in Safeguard Scientifics, Inc. in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

5% less capital invested

Capital invested by funds: $198M → $188M (-$9.68M)

4% less funds holding

Funds holding: 10096 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
36
Reduced
26
Closed
8
Calls
$131K
Puts
Net Calls
+$131K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1
First Manhattan
New York
$20.1M -$421K -35,745 -2%
BlackRock
2
BlackRock
New York
$19M -$641K -54,399 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$16.2M +$35.3K +3,000 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.6M +$841K +71,379 +7%
AI
5
Ariel Investments
Illinois
$13.6M +$5.97M +506,655 +80%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.3M -$34.2K -2,901 -0.3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.75M -$108K -9,204 -1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$6.54M
GIM
9
Granahan Investment Management
Massachusetts
$6.37M -$1.26M -107,249 -17%
Deutsche Bank
10
Deutsche Bank
Germany
$5.93M +$124K +10,545 +2%
YCM
11
Yakira Capital Management
Connecticut
$5.65M
CS
12
Credit Suisse
Switzerland
$5.19M +$405K +34,387 +9%
State Street
13
State Street
Massachusetts
$4.56M +$332K +28,161 +8%
HA
14
Heartland Advisors
Wisconsin
$4M
GF
15
Goodman Financial
Texas
$3.61M +$128K +10,852 +4%
Northern Trust
16
Northern Trust
Illinois
$3.15M +$79.6K +6,757 +3%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.98M
Renaissance Technologies
18
Renaissance Technologies
New York
$2.85M +$87.5K +7,435 +3%
USAA
19
United Services Automobile Association
Texas
$2.64M
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$2.27M
CAM
21
Cubic Asset Management
Massachusetts
$1.85M -$60.6K -5,150 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.81M +$62.1K +5,275 +4%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$1.69M +$691K +58,689 +71%
Invesco
24
Invesco
Georgia
$1.67M +$716K +60,794 +76%
ARMC
25
American Research & Management Company
Massachusetts
$1.48M -$119K -10,100 -8%

SFE Hedge Fund Activity: Q2 2017 in Review

96 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q2 2017, worth a combined $188M — down 4.9% from $198M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SFE and 5 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Ariel Investments, adding an estimated $5.97M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $3.3M sold.

  • 96 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q2 2017, down from 100 in Q1 2017.
  • Funds reported $188M of Safeguard Scientifics, Inc. stock for Q2 2017, down 4.9% quarter-over-quarter.
  • 5 funds opened new Safeguard Scientifics, Inc. positions in Q2 2017 and 8 closed out, a net change of -3 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q2 2017 was Ariel Investments, an estimated $5.97M added.
  • The largest Safeguard Scientifics, Inc. seller in Q2 2017 was William Blair Investment Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2017.