Who Owns SAFRY?
— Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
19
Total Inst. Value
$132.7M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
7
Closed Positions
1
Increased
6
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Aristotle Capital Management, LLC | $114.2M | 1,747,400 |
| 2 | GAMMA Investing LLC | $5.0M | 331,034 |
| 3 | MAR VISTA INVESTMENT PARTNERS LLC | $4.9M | 73,775 |
| 4 | L & S Advisors IncNew | $2.3M | 34,919 |
| 5 | SIT INVESTMENT ASSOCIATES INC | $1.9M | 28,678 |
| 6 | HANTZ FINANCIAL SERVICES, INC.New | $1.9M | 27,938 |
| 7 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $991K | 14,960 |
| 8 | HANCOCK WHITNEY CORP | $980K | 14,799 |
| 9 | HighPoint Advisor Group LLCNew | $210K | 3,184 |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $162K | 2,453 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +327K | $5.0M |
| L & S Advisors IncNew | +35K | $2.3M |
| HANTZ FINANCIAL SERVICES, INC.New | +28K | $1.9M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | +11 | $991K |
| HANCOCK WHITNEY CORP | +283 | $980K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Aristotle Capital Management, LLC | -67K | $114.2M |
| SIT INVESTMENT ASSOCIATES INC | -3K | $1.9M |
| MAR VISTA INVESTMENT PARTNERS LLC | -238 | $4.9M |
| First Horizon Advisors, Inc. | -134 | $88K |
Frequently Asked Questions
How many institutional investors hold SAFRY?
As of Q1 2025, 19 institutional investors report holding SAFRY (null) in their 13F filings.
Which hedge fund owns the most SAFRY?
The largest institutional holder of SAFRY is Aristotle Capital Management, LLC with $114.2M in shares.
Are institutions buying or selling SAFRY?
This quarter, 7 institutions opened new positions in SAFRY and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.