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Surgery Partners
SGRY

82 hedge funds and large institutions have $711M invested in Surgery Partners in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,875% more call options, than puts

Call options by funds: $316K | Put options by funds: $16K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 83 → 82 (-1)

1.23% less ownership

Funds ownership: 98.75% → 97.52% (-1.2%)

14% less capital invested

Capital invested by funds: $823M → $711M (-$113M)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
33
Closed
15
Calls
$316K
Puts
$16K
Net Calls
+$300K
Net Calls Change
-$293K

Top Buyers

1
RG
Redmile Group
California
+$10.4M
2
ECP
Elk Creek Partners
Colorado
+$8.13M
3
ClearBridge Investments
ClearBridge Investments
New York
+$6.29M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$4.2M
5
BCM
Bridgeway Capital Management
Texas
+$3.63M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.87M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.71M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.22M
4
Norges Bank
Norges Bank
Norway
-$4.98M
5
TCM
TimesSquare Capital Management
New York
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.53M +$55.9K +3,336 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.4M +$123K +7,332 +8%
Millennium Management
28
Millennium Management
New York
$1.39M +$772K +46,033 +97%
Bank of America
29
Bank of America
North Carolina
$1.36M -$162K -9,665 -10%
Deutsche Bank
30
Deutsche Bank
Germany
$1.3M +$1M +59,778 +215%
TCIM
31
TIAA CREF Investment Management
New York
$1.28M -$149K -8,916 -9%
WAM
32
Wolverine Asset Management
Illinois
$1.04M +$978K +58,336 +493%
TA
33
Teachers Advisors
New York
$994K -$20.6K -1,230 -2%
SEI Investments
34
SEI Investments
Pennsylvania
$960K -$395K -23,581 -27%
Morgan Stanley
35
Morgan Stanley
New York
$869K +$278K +16,581 +40%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$760K -$889K -52,998 -51%
SO
37
STRS Ohio
Ohio
$716K +$464K +27,700 +136%
AllianceBernstein
38
AllianceBernstein
Tennessee
$565K +$40.2K +2,400 +7%
CIM
39
CIM Investment Management
Pennsylvania
$543K -$301K -17,941 -33%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$424K -$11.3K -672 -2%
Wells Fargo
41
Wells Fargo
California
$401K -$19.7K -1,175 -4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$380K -$143K -8,500 -25%
Citadel Advisors
43
Citadel Advisors
Florida
$318K +$358K +21,369 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$282K +$32.7K +1,952 +11%
EGM
45
Engineers Gate Manager
New York
$281K +$316K +18,871 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$280K – – –
Principal Financial Group
47
Principal Financial Group
Iowa
$257K -$37K -2,206 -11%
HCM
48
Highbridge Capital Management
New York
$255K +$287K +17,133 New
SC
49
Sculptor Capital
New York
$253K +$285K +17,000 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K -$2.01K -120 -0.8%
1
2
3 4

SGRY Hedge Fund Activity: Q2 2018 in Review

82 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2018, worth a combined $711M — down 14% from $823M a quarter earlier.

Fund positioning in SGRY was balanced in Q2 2018: 15 funds opened new positions, 15 closed out, 23 added to existing stakes and 33 trimmed.

The largest buyer was Redmile Group, opening a new position worth an estimated $10.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.87M sold.

  • 82 institutional investors held Surgery Partners (SGRY) as of Q2 2018, down from 83 in Q1 2018.
  • Funds reported $711M of Surgery Partners stock for Q2 2018, down 14% quarter-over-quarter.
  • 15 funds opened new Surgery Partners positions in Q2 2018 and 15 closed out, a net change of 0 holders.
  • The largest Surgery Partners buyer in Q2 2018 was Redmile Group, an estimated $10.4M added.
  • The largest Surgery Partners seller in Q2 2018 was Goldman Sachs, an estimated $7.87M sold.

Based on aggregated 13F filings for Q2 2018.