UBS O'Connor’s Signify Health, Inc. SGFY Stock Holding History

UBS O'Connor’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
2023 Q1	–	Sell	-5,627,568	Closed	-$161M	–	622
2022 Q4	$161M	Buy	5,627,568 +1,903,721	+51%	+$54.9M	10.59%	4
2022 Q3	$109M	Buy	+3,723,847	New	+$85.8M	1.23%	17
2021 Q2	–	Sell	-37,000	Closed	-$1.08M	–	993
2021 Q1	$1.08M	Buy	+37,000	New	+$1.15M	0.02%	540

Other funds holding SGFY

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

UBS O'Connor's SGFY Position: Q1 2023 in Review

UBS O'Connor sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 5,627,568 shares — an estimated $161M sold.

UBS O'Connor first reported a position in SGFY in Q1 2021 and held it in 3 quarters. The position peaked at $161M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

UBS O'Connor reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
UBS O'Connor sold 5,627,568 Signify Health, Inc. shares in Q1 2023, an estimated $161M.
UBS O'Connor first reported a position in Signify Health, Inc. in Q1 2021 and held it in 3 quarters.
UBS O'Connor's Signify Health, Inc. position peaked at $161M in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.