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SFE

Safeguard Scientifics, Inc.

Delisted

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

41 hedge funds and large institutions have $6.08M invested in Safeguard Scientifics, Inc. in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 4541 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

49% less capital invested

Capital invested by funds: $11.9M → $6.08M (-$5.87M)

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Contrarian Capital Management
Connecticut
$1.2M
YCM
2
Yakira Capital Management
Connecticut
$1.16M
Vanguard Group
3
Vanguard Group
Pennsylvania
$693K
CM
4
CM Management
Florida
$672K
First Manhattan
5
First Manhattan
New York
$621K -$234K -179,906 -22%
BlackRock
6
BlackRock
New York
$380K -$47.4K -36,433 -9%
MAP
7
Madison Avenue Partners
New York
$359K -$42.1K -32,374 -8%
AC
8
Almitas Capital
California
$257K -$701K -539,141 -68%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$136K -$26K -20,011 -13%
Bank of America
10
Bank of America
North Carolina
$114K +$5.4K +4,155 +4%
Legal & General Group
11
Legal & General Group
United Kingdom
$95.7K
C
12
Certuity
Florida
$92.3K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$86.7K -$290K -223,472 -72%
SRC
14
Shufro Rose & Co
New York
$34.9K
Northern Trust
15
Northern Trust
Illinois
$32K
Renaissance Technologies
16
Renaissance Technologies
New York
$26K +$18K +13,817 +115%
State Street
17
State Street
Massachusetts
$25.1K +$5.59K +4,300 +21%
NSEDCP
18
NJ State Employees Deferred Compensation Plan
New Jersey
$21K
SM
19
Salzhauer Michael
$14.9K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14K
Charles Schwab
21
Charles Schwab
California
$12.2K
ZIG
22
Zuckerman Investment Group
Illinois
$10.5K +$13.6K +10,500 New
TRCT
23
Tower Research Capital (TRC)
New York
$7.58K +$7.44K +5,725 +308%
Morgan Stanley
24
Morgan Stanley
New York
$3.89K -$19.4K -14,943 -79%
Wells Fargo
25
Wells Fargo
California
$1.24K -$1 -1 -0.1%

SFE Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q3 2023, worth a combined $6.08M — down 49% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SFE and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Renaissance Technologies, adding an estimated $18K. The largest seller was Almitas Capital, cutting an estimated $701K.

  • 41 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q3 2023, down from 45 in Q2 2023.
  • Funds reported $6.08M of Safeguard Scientifics, Inc. stock for Q3 2023, down 49% quarter-over-quarter.
  • 5 funds opened new Safeguard Scientifics, Inc. positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q3 2023 was Renaissance Technologies, an estimated $18K added.
  • The largest Safeguard Scientifics, Inc. seller in Q3 2023 was Almitas Capital, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2023.