We are live on ! Find out more
SBC

SBC Medical Group
SBC

38 hedge funds and large institutions have $106M invested in SBC Medical Group in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1.14% more ownership

Funds ownership: 82.48% → 83.62% (+1.1%)

4% more capital invested

Capital invested by funds: $103M → $106M (+$3.66M)

16% less funds holding

Funds holding: 45 → 38 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
6
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PC
Periscope Capital
Ontario, Canada
+$7.49M
2
AC
Aristeia Capital
Connecticut
+$6.61M
3
WCMNY
Westchester Capital Management (New York)
New York
+$4.8M
4
RL
RPO LLC
Connecticut
+$4.41M
5
GCL
Glazer Capital LLC
New York
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.35M
2
TCA
Taconic Capital Advisors
New York
-$3.72M
3
SIA
Schechter Investment Advisors
Michigan
-$3.66M
4
WAM
Weiss Asset Management
Massachusetts
-$3.38M
5
SRCM
Sage Rock Capital Management
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.27M – – –
CAC
27
Cowen and Company
New York
$1.14M +$1.13M +109,214 New
KL
28
KIM LLC
Kansas
$1.04M +$1.03M +100,000 New
CM
29
Crystalline Management
Canada
$824K +$827K +80,000 New
DWM
30
Dakota Wealth Management
Florida
$746K – – –
WA
31
Whitebox Advisors
Minnesota
$365K – – –
WRBC
32
W.R. Berkley Corp
Connecticut
$365K – – –
Millennium Management
33
Millennium Management
New York
$251K – – –
XT
34
XTX Topco
Cayman Islands
$199K +$197K +19,064 New
VF
35
Virtu Financial
New York
$182K +$7.41K +717 +4%
WAM
36
Warberg Asset Management
Illinois
$164K -$25.8K -2,500 -14%
RCM
37
Robinson Capital Management
Michigan
$120K – – –
UBS Group
38
UBS Group
Switzerland
$50.1K +$48.6K +4,705 +4,705%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
– -$4.35M -425,000 Closed
TCA
40
Taconic Capital Advisors
New York
– -$3.72M -363,000 Closed
SIA
41
Schechter Investment Advisors
Michigan
– -$3.66M -358,710 Closed
WAM
42
Weiss Asset Management
Massachusetts
– -$3.38M -330,000 Closed
SRCM
43
Sage Rock Capital Management
New York
– -$3.35M -328,322 Closed
MP
44
Mangrove Partners
Connecticut
– -$2.27M -223,000 Closed
Marshall Wace
45
Marshall Wace
United Kingdom
– -$1.53M -149,704 Closed
PCM
46
Prelude Capital Management
New York
– -$1.49M -145,612 Closed
WC
47
Wealthspring Capital
New York
– -$476K -46,700 Closed
CM
48
Crestline Management
Texas
– -$410K -40,000 Closed
CSS
49
Cubist Systematic Strategies
Connecticut
– -$150K -14,754 Closed
CCM
50
Condor Capital Management
New Jersey
– -$117K -11,500 Closed
1
2
3

SBC Hedge Fund Activity: Q1 2023 in Review

38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in SBC Medical Group (SBC) for Q1 2023, worth a combined $106M — up 3.6% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SBC and 7 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Periscope Capital, adding an estimated $7.49M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4.35M sold.

  • 38 institutional investors held SBC Medical Group (SBC) as of Q1 2023, down from 45 in Q4 2022.
  • Funds reported $106M of SBC Medical Group stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 7 funds opened new SBC Medical Group positions in Q1 2023 and 14 closed out, a net change of -7 holders.
  • The largest SBC Medical Group buyer in Q1 2023 was Periscope Capital, an estimated $7.49M added.
  • The largest SBC Medical Group seller in Q1 2023 was Bank of Montreal, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2023.