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Surgery Partners
SGRY

79 hedge funds and large institutions have $782M invested in Surgery Partners in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

10% more capital invested

Capital invested by funds: $711M → $782M (+$71.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 97.52% → 96.95% (-0.57%)

4% less funds holding

Funds holding: 82 → 79 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $597K

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
18
Closed
20
Calls
–
Puts
$597K
Net Calls
-$597K
Net Calls Change
-$897K

Top Buyers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$8.16M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.71M
3
ClearBridge Investments
ClearBridge Investments
New York
+$2.29M
4
HCMT
Highland Capital Management (Texas)
Texas
+$1.73M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$10.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.45M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.2M
4
SFM
Soros Fund Management
New York
-$1.99M
5
BlackRock
BlackRock
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.64M -$48.7K -3,050 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.42M -$120K -7,540 -8%
TCIM
28
TIAA CREF Investment Management
New York
$1.35M -$65.9K -4,132 -5%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.2M -$4.2M -263,100 -78%
TA
30
Teachers Advisors
New York
$1.18M +$79.8K +5,001 +7%
SSA
31
Schonfeld Strategic Advisors
New York
$1.18M +$1.14M +71,200 New
GCP
32
GSA Capital Partners
United Kingdom
$1.1M +$1.06M +66,638 New
Morgan Stanley
33
Morgan Stanley
New York
$1.08M +$112K +7,034 +12%
WAM
34
Wolverine Asset Management
Illinois
$1.04M -$113K -7,107 -10%
EVM
35
Eaton Vance Management
Massachusetts
$908K +$878K +55,000 New
Deutsche Bank
36
Deutsche Bank
Germany
$724K -$697K -43,665 -50%
SO
37
STRS Ohio
Ohio
$724K -$67K -4,200 -9%
ARTA
38
A.R.T. Advisors
New York
$654K +$633K +39,645 New
AllianceBernstein
39
AllianceBernstein
Tennessee
$625K – – –
CIM
40
CIM Investment Management
Pennsylvania
$601K – – –
Invesco
41
Invesco
Georgia
$563K -$1.41M -88,468 -72%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$551K +$533K +33,402 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$547K +$529K +33,178 New
Wells Fargo
44
Wells Fargo
California
$497K +$51.2K +3,212 +12%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$470K – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$421K – – –
MWNA
47
Marshall Wace North America
New York
$378K +$365K +22,896 New
Squarepoint
48
Squarepoint
New York
$326K +$316K +19,785 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$310K -$2.39K -150 -0.8%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$310K – – –
1
2
3 4

SGRY Hedge Fund Activity: Q3 2018 in Review

79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2018, worth a combined $782M — up 10% from $711M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SGRY and 17 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 28 added.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $8.16M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $10.3M sold.

  • 79 institutional investors held Surgery Partners (SGRY) as of Q3 2018, down from 82 in Q2 2018.
  • Funds reported $782M of Surgery Partners stock for Q3 2018, up 10% quarter-over-quarter.
  • 17 funds opened new Surgery Partners positions in Q3 2018 and 20 closed out, a net change of -3 holders.
  • The largest Surgery Partners buyer in Q3 2018 was Pictet Asset Management (UK), an estimated $8.16M added.
  • The largest Surgery Partners seller in Q3 2018 was TimesSquare Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2018.