HA
SGFY

Havens Advisors’s Signify Health, Inc. SGFY Stock Holding History

Havens Advisors’s Portfolio SGFY Stock Details SGFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$831K Sell
29,000
-9,000
-24% -$260K 2.11% 20
2022
Q3 		$1.11M Buy
+38,000
New +$875K 1.66% 21

Other funds holding SGFY

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Havens Advisors's SGFY Position: Q4 2022 in Review

Havens Advisors reduced its Signify Health, Inc. (SGFY) stake by 24% in Q4 2022, selling an estimated $260K and leaving 29,000 shares worth $831K. The position accounts for 2.11% of the portfolio, ranked #20.

Havens Advisors first reported a position in SGFY in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.11M in Q3 2022. 205 funds tracked by Wall St. Rank hold SGFY as of Q4 2022.

  • Havens Advisors held 29,000 shares of Signify Health, Inc. worth $831K as of Q4 2022.
  • Havens Advisors sold 9,000 Signify Health, Inc. shares in Q4 2022, an estimated $260K.
  • Signify Health, Inc. made up 2.11% of Havens Advisors's portfolio in Q4 2022, its #20 holding.
  • Havens Advisors first reported a position in Signify Health, Inc. in Q3 2022 and has held it in 2 quarters since.
  • Havens Advisors's Signify Health, Inc. position peaked at $1.11M in Q3 2022.
  • 205 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q4 2022.

Based on Havens Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.