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Surgery Partners
SGRY

80 hedge funds and large institutions have $539M invested in Surgery Partners in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $407K | Put options by funds: $308K

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

17% more capital invested

Capital invested by funds: $460M → $539M (+$79.6M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.68% more ownership

Funds ownership: 97.3% → 97.98% (+0.68%)

0% more funds holding

Funds holding: 80 → 80 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
27
Reduced
23
Closed
10
Calls
$407K
Puts
$308K
Net Calls
+$99K
Net Calls Change
+$99K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.73M
2
Millennium Management
Millennium Management
New York
+$6.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.76M
4
HCMT
Highland Capital Management (Texas)
Texas
+$2.34M
5
ClearBridge Investments
ClearBridge Investments
New York
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
NIPH
NN Investment Partners Holdings
Netherlands
-$13.1M
2
KCM
Kennedy Capital Management
Missouri
-$1.27M
3
State Street
State Street
Massachusetts
-$1.24M
4
SSA
Schonfeld Strategic Advisors
New York
-$994K
5
Morgan Stanley
Morgan Stanley
New York
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.05M -$63.9K -5,078 -5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$977K +$11.6K +922 +1%
TCIM
28
TIAA CREF Investment Management
New York
$920K +$5.74K +456 +0.6%
Invesco
29
Invesco
Georgia
$816K +$376K +29,898 +70%
SIM
30
Spark Investment Management
New York
$807K -$276K -21,900 -23%
TA
31
Teachers Advisors
New York
$795K – – –
Goldman Sachs
32
Goldman Sachs
New York
$763K +$115K +9,135 +16%
WCM Investment Management
33
WCM Investment Management
California
$717K +$800K +63,547 New
SO
34
STRS Ohio
Ohio
$539K – – –
ECM
35
Endurant Capital Management
California
$438K +$489K +38,805 New
AllianceBernstein
36
AllianceBernstein
Tennessee
$428K – – –
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$388K -$31.9K -2,530 -7%
Wells Fargo
38
Wells Fargo
California
$352K +$14.1K +1,121 +4%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$321K – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$297K -$4.77K -379 -1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$288K – – –
Deutsche Bank
42
Deutsche Bank
Germany
$257K -$421K -33,430 -59%
PPA
43
Parametric Portfolio Associates
Washington
$256K +$76.2K +6,050 +36%
Principal Financial Group
44
Principal Financial Group
Iowa
$220K +$2.08K +165 +0.9%
GAM
45
Gotham Asset Management
New York
$218K -$127K -10,057 -34%
Barclays
46
Barclays
United Kingdom
$214K -$53.1K -4,216 -18%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$212K – – –
CIM
48
CIM Investment Management
Pennsylvania
$204K -$231K -18,371 -50%
CSS
49
Cubist Systematic Strategies
Connecticut
$184K +$77.7K +6,172 +61%
RG
50
Redmile Group
California
$179K +$200K +15,900 New
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SGRY Hedge Fund Activity: Q1 2019 in Review

80 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2019, worth a combined $539M — up 17% from $460M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGRY positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $6.73M. The largest seller was NN Investment Partners Holdings, cutting an estimated $13.1M.

  • 80 institutional investors held Surgery Partners (SGRY) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $539M of Surgery Partners stock for Q1 2019, up 17% quarter-over-quarter.
  • 11 funds opened new Surgery Partners positions in Q1 2019 and 10 closed out, a net change of +1 holder.
  • The largest Surgery Partners buyer in Q1 2019 was Fidelity Investments, an estimated $6.73M added.
  • The largest Surgery Partners seller in Q1 2019 was NN Investment Partners Holdings, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2019.