We are live on ! Find out more
SGRY icon

Surgery Partners

86 hedge funds and large institutions have $362M invested in Surgery Partners in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $335M → $362M (+$27.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 8786 (-1)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
35
Reduced
29
Closed
11
Calls
$417K
Puts
Net Calls
+$417K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Century Capital Management
Massachusetts
$2.15M +$1.96M +106,464 New
GGHC
27
Gilder Gagnon Howe & Co
New York
$2.08M -$157K -8,560 -8%
LOAMS
28
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.02M -$551K -30,000 -23%
Macquarie Group
29
Macquarie Group
Australia
$2.02M -$1.83M -99,893 -50%
OAM
30
Oxford Asset Management
United Kingdom
$1.96M -$1.27M -69,345 -42%
N
31
Nuveen
North Carolina
$1.91M +$396K +21,583 +30%
PI
32
Putnam Investments
Massachusetts
$1.8M -$825K -44,901 -34%
SCM
33
Sterling Capital Management
North Carolina
$1.65M +$479K +26,056 +47%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.47M +$3.23K +176 +0.2%
BIM
35
BlackRock Investment Management
Delaware
$1.47M -$4.13K -225 -0.3%
GC
36
Guggenheim Capital
Illinois
$1.26M -$110K -5,970 -9%
Charles Schwab
37
Charles Schwab
California
$1.18M +$234K +12,751 +28%
EIM
38
Essex Investment Management
Massachusetts
$888K +$386K +21,036 +92%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$798K +$7.35K +400 +1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$688K -$49.6K -2,700 -7%
AllianceBernstein
41
AllianceBernstein
Tennessee
$569K +$20.2K +1,100 +4%
TA
42
Teachers Advisors
New York
$564K
Invesco
43
Invesco
Georgia
$554K +$118K +6,430 +31%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$544K +$494K +26,884 New
CS
45
Credit Suisse
Switzerland
$527K -$374K -20,341 -44%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$516K +$119K +6,500 +34%
PPA
47
Parametric Portfolio Associates
Washington
$507K +$274K +14,927 +148%
RA
48
Royce & Associates
New York
$455K +$413K +22,500 New
LIA
49
LBMC Investment Advisors
Tennessee
$454K
CIM
50
CIM Investment Management
Pennsylvania
$408K +$14.1K +770 +4%

SGRY Hedge Fund Activity: Q3 2016 in Review

86 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2016, worth a combined $362M — up 8.1% from $335M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SGRY and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 35 added.

The largest buyer was Neuberger Berman Group, adding an estimated $8.82M. The largest seller was Wells Fargo, cutting an estimated $17.9M.

  • 86 institutional investors held Surgery Partners (SGRY) as of Q3 2016, down from 87 in Q2 2016.
  • Funds reported $362M of Surgery Partners stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 10 funds opened new Surgery Partners positions in Q3 2016 and 11 closed out, a net change of -1 holder.
  • The largest Surgery Partners buyer in Q3 2016 was Neuberger Berman Group, an estimated $8.82M added.
  • The largest Surgery Partners seller in Q3 2016 was Wells Fargo, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2016.