We are live on ! Find out more
SGRY icon

Surgery Partners

87 hedge funds and large institutions have $335M invested in Surgery Partners in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

26,400% more call options, than puts

Call options by funds: $265K | Put options by funds: $1K

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

47% more capital invested

Capital invested by funds: $228M → $335M (+$107M)

38% more funds holding

Funds holding: 6387 (+24)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+24
Holders Change %
+38.1%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
37
Reduced
15
Closed
7
Calls
$265K
Puts
$1K
Net Calls
+$264K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$374K -$4.29K -288 -1%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$352K +$80.2K +5,389 +38%
CIM
53
CIM Investment Management
Pennsylvania
$347K +$29.2K +1,960 +11%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$340K +$283K +19,000 New
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$322K +$2.28K +153 +0.9%
ARTA
56
A.R.T. Advisors
New York
$304K +$253K +16,999 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$276K
UBS AM
58
UBS AM
Illinois
$272K +$226K +15,200 New
BG
59
Bellevue Group
Switzerland
$269K +$74.4K +5,000 +50%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239K +$42.2K +2,833 +27%
AL
61
Airain Ltd
Guernsey
$233K +$194K +13,010 New
PCM
62
Prelude Capital Management
New York
$230K +$191K +12,828 New
NFA
63
Nationwide Fund Advisors
Ohio
$219K +$30.4K +2,043 +20%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$198K +$21.2K +1,428 +15%
AIG
65
American International Group
New York
$192K +$26.3K +1,766 +20%
PPA
66
Parametric Portfolio Associates
Washington
$181K +$150K +10,112 New
BA
67
BlackRock Advisors
Delaware
$156K -$17M -1,144,076 -99%
AIM
68
Acrospire Investment Management
Illinois
$127K +$95.2K +6,400 +914%
Deutsche Bank
69
Deutsche Bank
Germany
$99K -$11.9K -803 -13%
CSS
70
Cubist Systematic Strategies
Connecticut
$98K +$81.8K +5,497 New
Morgan Stanley
71
Morgan Stanley
New York
$70K +$26.5K +1,780 +84%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$61K +$27.1K +1,818 +113%
UBS Group
73
UBS Group
Switzerland
$52K +$38.7K +2,602 +821%
Legal & General Group
74
Legal & General Group
United Kingdom
$50K +$33.3K +2,237 +379%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$49K +$40.6K +2,727 New

SGRY Hedge Fund Activity: Q2 2016 in Review

87 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2016, worth a combined $335M — up 47% from $228M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SGRY positions and 7 closed out — a net gain of 24 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $15.9M. The largest seller was BlackRock Advisors, cutting an estimated $17M.

  • 87 institutional investors held Surgery Partners (SGRY) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $335M of Surgery Partners stock for Q2 2016, up 47% quarter-over-quarter.
  • 31 funds opened new Surgery Partners positions in Q2 2016 and 7 closed out, a net change of +24 holders.
  • The largest Surgery Partners buyer in Q2 2016 was Neuberger Berman Group, an estimated $15.9M added.
  • The largest Surgery Partners seller in Q2 2016 was BlackRock Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2016.