WIC
SGFY

Water Island Capital’s Signify Health, Inc. SGFY Stock Holding History

Water Island Capital’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
-1,091,689
Closed -$31.3M – 95
2022
Q4 		$31.3M Sell
1,091,689
-17,376
-2% -$502K 2.52% 14
2022
Q3 		$32.3M Buy
+1,109,065
New +$25.5M 1.83% 26

Other funds holding SGFY

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Water Island Capital's SGFY Position: Q1 2023 in Review

Water Island Capital sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 1,091,689 shares — an estimated $31.3M sold.

Water Island Capital first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $32.3M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Water Island Capital reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Water Island Capital sold 1,091,689 Signify Health, Inc. shares in Q1 2023, an estimated $31.3M.
  • Water Island Capital first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Water Island Capital's Signify Health, Inc. position peaked at $32.3M in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Water Island Capital's 13F filing for Q1 2023, filed 25 May 2023.