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Surgery Partners
SGRY

92 hedge funds and large institutions have $287M invested in Surgery Partners in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

37.35% more ownership

Funds ownership: 0% → 37.35% (+37%)

7% more funds holding

Funds holding: 86 → 92 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less capital invested

Capital invested by funds: $362M → $287M (-$74.8M)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
39
Reduced
25
Closed
11
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
-$197K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.9M
2
ClearBridge Investments
ClearBridge Investments
New York
+$7.91M
3
Wells Fargo
Wells Fargo
California
+$5.12M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.1M
5
TCM
TimesSquare Capital Management
New York
+$3.26M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$23.3M
2
SCM
Stonerise Capital Management
California
-$6.32M
3
Jennison Associates
Jennison Associates
New York
-$3.35M
4
FAM
Fred Alger Management
New York
-$3.3M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
51
LBMC Investment Advisors
Tennessee
$356K – – –
IHL
52
Investment House LLC
California
$336K +$352K +21,200 New
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$331K +$347K +20,900 New
CIM
54
CIM Investment Management
Pennsylvania
$320K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$314K -$117K -7,058 -26%
Citigroup
56
Citigroup
New York
$304K +$286K +17,210 +884%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$298K – – –
Jane Street
58
Jane Street
New York
$298K +$312K +18,782 New
MFIMFI
59
Mesirow Financial Investment Management - Fixed Income
Illinois
$292K +$306K +18,415 New
GI
60
Gradient Investments
Minnesota
$287K +$301K +18,132 New
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$276K -$9.84K -592 -3%
BA
62
BlackRock Advisors
Delaware
$272K +$116K +7,000 +69%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$252K +$265K +15,926 New
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$250K -$67.7K -4,074 -21%
BG
65
Bellevue Group
Switzerland
$238K – – –
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$222K +$7.28K +438 +3%
TC
67
TFS Capital
Pennsylvania
$215K +$226K +13,596 New
Goldman Sachs
68
Goldman Sachs
New York
$198K +$40.1K +2,410 +24%
NFA
69
Nationwide Fund Advisors
Ohio
$194K – – –
Citadel Advisors
70
Citadel Advisors
Florida
$191K +$200K +12,029 New
BG
71
BlackRock Group
United Kingdom
$182K +$26.2K +1,575 +16%
AIG
72
American International Group
New York
$170K -$482 -29 -0.3%
AIM
73
Acrospire Investment Management
Illinois
$165K +$68.6K +4,127 +66%
Deutsche Bank
74
Deutsche Bank
Germany
$164K +$96.3K +5,790 +125%
SCA
75
Secor Capital Advisors
New York
$162K +$170K +10,249 New
1 2
3
4 5

SGRY Hedge Fund Activity: Q4 2016 in Review

92 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2016, worth a combined $287M — down 21% from $362M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SGRY positions and 11 closed out — a net gain of 6 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $10.9M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $23.3M.

  • 92 institutional investors held Surgery Partners (SGRY) as of Q4 2016, up from 86 in Q3 2016.
  • Funds reported $287M of Surgery Partners stock for Q4 2016, down 21% quarter-over-quarter.
  • 17 funds opened new Surgery Partners positions in Q4 2016 and 11 closed out, a net change of +6 holders.
  • The largest Surgery Partners buyer in Q4 2016 was Fidelity Investments, an estimated $10.9M added.
  • The largest Surgery Partners seller in Q4 2016 was Vaughan Nelson Investment Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2016.