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Surgery Partners
SGRY

98 hedge funds and large institutions have $716M invested in Surgery Partners in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $236K | Put options by funds: $50K

104% more capital invested

Capital invested by funds: $351M → $716M (+$364M)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

11% more funds holding

Funds holding: 88 → 98 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4.96% less ownership

Funds ownership: 96.07% → 91.11% (-5%)

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
28
Reduced
29
Closed
12
Calls
$236K
Puts
$50K
Net Calls
+$186K
Net Calls Change
+$133K

Top Buyers

Rank Fund Capital Flow
1
KSCM
King Street Capital Management
New York
+$9.98M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.57M
3
OAM
Oxford Asset Management
United Kingdom
+$1.07M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.05M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$9.54M
2
ECP
Elk Creek Partners
Colorado
-$7.52M
3
NAM
Nexpoint Asset Management
Texas
-$7.47M
4
LGP
Leonard Green & Partners
California
-$4.88M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.98M -$12.8K -1,129 -0.9%
EVM
27
Eaton Vance Management
Massachusetts
$1.88M – – –
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$1.66M +$23.7K +2,091 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.52M +$10K +884 +0.9%
OAM
30
Oxford Asset Management
United Kingdom
$1.48M +$1.07M +94,272 New
Federated Hermes
31
Federated Hermes
Pennsylvania
$1.45M +$1.05M +92,341 New
WCM
32
Weld Capital Management
New York
$1.11M +$804K +70,922 New
LGP
33
Leonard Green & Partners
California
$1.1M -$4.88M -429,806 -86%
WAM
34
Wolverine Asset Management
Illinois
$1.08M -$1.89M -166,578 -71%
SIM
35
Spark Investment Management
New York
$954K – – –
AllianceBernstein
36
AllianceBernstein
Tennessee
$914K – – –
EGM
37
Engineers Gate Manager
New York
$792K +$574K +50,600 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$761K +$221K +19,500 +67%
PPA
39
Parametric Portfolio Associates
Washington
$685K +$4.84K +427 +1%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$682K +$494K +43,560 New
SO
41
STRS Ohio
Ohio
$673K -$324K -28,600 -40%
Morgan Stanley
42
Morgan Stanley
New York
$611K +$361K +31,862 +443%
Swiss National Bank
43
Swiss National Bank
Switzerland
$593K +$17K +1,500 +4%
JCM
44
JS Capital Management
New York
$576K +$417K +36,800 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$575K -$3.33K -294 -0.8%
GCP
46
GSA Capital Partners
United Kingdom
$560K +$406K +35,761 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$545K +$4.56K +402 +1%
ARTA
48
A.R.T. Advisors
New York
$524K +$379K +33,444 New
CS
49
Credit Suisse
Switzerland
$522K -$60.9K -5,373 -14%
WLPWM
50
Walled Lake Planning & Wealth Management
Illinois
$511K +$370K +32,632 New
1
2
3 4 5

SGRY Hedge Fund Activity: Q4 2019 in Review

98 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2019, worth a combined $716M — up 104% from $351M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SGRY positions and 12 closed out — a net gain of 10 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was King Street Capital Management, adding an estimated $9.98M. The largest seller was Goldman Sachs, cutting an estimated $9.54M.

  • 98 institutional investors held Surgery Partners (SGRY) as of Q4 2019, up from 88 in Q3 2019.
  • Funds reported $716M of Surgery Partners stock for Q4 2019, up 104% quarter-over-quarter.
  • 22 funds opened new Surgery Partners positions in Q4 2019 and 12 closed out, a net change of +10 holders.
  • The largest Surgery Partners buyer in Q4 2019 was King Street Capital Management, an estimated $9.98M added.
  • The largest Surgery Partners seller in Q4 2019 was Goldman Sachs, an estimated $9.54M sold.

Based on aggregated 13F filings for Q4 2019.