Surgery Partners
SGRY
88 hedge funds and large institutions have $424M invested in Surgery Partners in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 14 closing their positions.
15% more capital invested
Capital invested by funds: $370M → $424M (+$54.7M)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
2% more funds holding
Funds holding: 86 → 88 (+2)
0.8% less ownership
Funds ownership: 39.01% → 38.21% (-0.8%)
86% less call options, than puts
Call options by funds: $46K | Put options by funds: $328K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Elk Creek Partners
Denver,
Colorado
|
+$8.94M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$4.72M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.86M |
| 4 |
RA
Royce & Associates
New York
|
+$2.36M |
| 5 |
AAM
AMI Asset Management
Los Angeles,
California
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Pier Capital
Stamford,
Connecticut
|
-$6.04M |
| 2 |
RG
Redmile Group
San Francisco,
California
|
-$5.92M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$5.06M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$5.02M |
| 5 |
Jennison Associates
New York
|
-$4.62M |
SGRY Hedge Fund Activity: Q2 2017 in Review
88 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2017, worth a combined $424M — up 15% from $370M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SGRY positions and 14 closed out — a net gain of 2 holders — while 33 added to existing stakes and 30 trimmed.
The largest buyer was Elk Creek Partners, opening a new position worth an estimated $8.94M. The largest seller was Pier Capital, exiting entirely with an estimated $6.04M sold.
- 88 institutional investors held Surgery Partners (SGRY) as of Q2 2017, up from 86 in Q1 2017.
- Funds reported $424M of Surgery Partners stock for Q2 2017, up 15% quarter-over-quarter.
- 16 funds opened new Surgery Partners positions in Q2 2017 and 14 closed out, a net change of +2 holders.
- The largest Surgery Partners buyer in Q2 2017 was Elk Creek Partners, an estimated $8.94M added.
- The largest Surgery Partners seller in Q2 2017 was Pier Capital, an estimated $6.04M sold.
Based on aggregated 13F filings for Q2 2017.