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Surgery Partners

90 hedge funds and large institutions have $388M invested in Surgery Partners in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,763% more call options, than puts

Call options by funds: $949K | Put options by funds: $8K

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

13% more funds holding

Funds holding: 8090 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 97.98%96.43% (-1.6%)

28% less capital invested

Capital invested by funds: $539M → $388M (-$151M)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
35
Reduced
21
Closed
7
Calls
$949K
Puts
$8K
Net Calls
+$941K
Net Calls Change
+$842K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$153K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$153K +$188K +18,828 New
PPA
53
Parametric Portfolio Associates
Washington
$148K -$45.1K -4,520 -20%
CIM
54
CIM Investment Management
Pennsylvania
$144K -$3.67K -368 -2%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K +$177K +17,732 New
Wells Fargo
56
Wells Fargo
California
$136K -$144K -14,474 -46%
Principal Financial Group
57
Principal Financial Group
Iowa
$133K -$31.9K -3,200 -16%
Barclays
58
Barclays
United Kingdom
$129K -$30.6K -3,067 -16%
AIG
59
American International Group
New York
$124K +$34K +3,413 +29%
CSS
60
Cubist Systematic Strategies
Connecticut
$108K -$29.5K -2,959 -18%
MC
61
Menta Capital
California
$107K +$131K +13,100 New
PI
62
PEAK6 Investments
Illinois
$97K +$119K +11,905 New
US Bancorp
63
US Bancorp
Minnesota
$94K +$13.2K +1,327 +13%
LIA
64
LBMC Investment Advisors
Tennessee
$86K
AG
65
Aperio Group
California
$83K -$1.53K -153 -1%
MIM
66
MetLife Investment Management
New Jersey
$77.7K
TRCT
67
Tower Research Capital (TRC)
New York
$57K +$70.7K +7,095 New
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$55.1K
Citigroup
69
Citigroup
New York
$49K +$25.5K +2,562 +73%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$47K +$22.4K +2,250 +64%
UBS Group
71
UBS Group
Switzerland
$38K +$41.5K +4,165 +810%
QT
72
Quantamental Technologies
New York
$37K +$528 +53 +1%
Simplex Trading
73
Simplex Trading
Illinois
$34K +$42.7K +4,283 New
Legal & General Group
74
Legal & General Group
United Kingdom
$33K +$10.1K +1,008 +33%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$32K

SGRY Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2019, worth a combined $388M — down 28% from $539M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SGRY positions and 7 closed out — a net gain of 12 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.7M. The largest seller was NN Investment Partners Holdings, cutting an estimated $33.1M.

  • 90 institutional investors held Surgery Partners (SGRY) as of Q2 2019, up from 80 in Q1 2019.
  • Funds reported $388M of Surgery Partners stock for Q2 2019, down 28% quarter-over-quarter.
  • 19 funds opened new Surgery Partners positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest Surgery Partners buyer in Q2 2019 was Goldman Sachs, an estimated $10.7M added.
  • The largest Surgery Partners seller in Q2 2019 was NN Investment Partners Holdings, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2019.