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Surgery Partners

86 hedge funds and large institutions have $362M invested in Surgery Partners in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $335M → $362M (+$27.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 8786 (-1)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
35
Reduced
29
Closed
11
Calls
$417K
Puts
Net Calls
+$417K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$402K +$3.86K +210 +1%
SAM
52
Symphony Asset Management
California
$394K +$357K +19,460 New
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$381K +$62.4K +3,400 +22%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$364K
PCM
55
Prelude Capital Management
New York
$325K +$59.5K +3,241 +25%
UBS AM
56
UBS AM
Illinois
$308K
BG
57
Bellevue Group
Switzerland
$304K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$283K +$54.1K +2,946 +27%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276K +$4.63K +252 +2%
NFA
60
Nationwide Fund Advisors
Ohio
$247K
AIG
61
American International Group
New York
$217K +$294 +16 +0.1%
BA
62
BlackRock Advisors
Delaware
$206K +$26.4K +1,440 +17%
Goldman Sachs
63
Goldman Sachs
New York
$204K -$251K -13,645 -57%
BG
64
BlackRock Group
United Kingdom
$200K +$181K +9,868 New
Morgan Stanley
65
Morgan Stanley
New York
$133K +$48.4K +2,633 +67%
Wells Fargo
66
Wells Fargo
California
$131K -$17.9M -972,830 -99%
AIM
67
Acrospire Investment Management
Illinois
$128K -$14.7K -800 -11%
Deutsche Bank
68
Deutsche Bank
Germany
$92K -$17.3K -941 -17%
BlackRock
69
BlackRock
New York
$76K +$26.2K +1,428 +62%
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$57K -$11.1K -607 -18%
Legal & General Group
71
Legal & General Group
United Kingdom
$55K
Canada Life
72
Canada Life
Manitoba, Canada
$42K
Citigroup
73
Citigroup
New York
$39K -$863 -47 -2%
US Bancorp
74
US Bancorp
Minnesota
$32K +$7.93K +432 +38%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$31.1K +$14.8K +806 +110%

SGRY Hedge Fund Activity: Q3 2016 in Review

86 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2016, worth a combined $362M — up 8.1% from $335M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SGRY and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 35 added.

The largest buyer was Neuberger Berman Group, adding an estimated $8.82M. The largest seller was Wells Fargo, cutting an estimated $17.9M.

  • 86 institutional investors held Surgery Partners (SGRY) as of Q3 2016, down from 87 in Q2 2016.
  • Funds reported $362M of Surgery Partners stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 10 funds opened new Surgery Partners positions in Q3 2016 and 11 closed out, a net change of -1 holder.
  • The largest Surgery Partners buyer in Q3 2016 was Neuberger Berman Group, an estimated $8.82M added.
  • The largest Surgery Partners seller in Q3 2016 was Wells Fargo, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2016.