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
BlackRock
76
BlackRock
New York
$41K -$221K -14,825 -87%
Canada Life
77
Canada Life
Manitoba, Canada
$37K +$31.2K +2,100 New
Citigroup
78
Citigroup
New York
$36K -$158K -10,591 -84%
US Bancorp
79
US Bancorp
Minnesota
$20K +$17K +1,140 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$18K +$2.04K +137 +16%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$13.1K +$10.9K +730 New
TDC
82
Thompson Davis & Co
Virginia
$9K +$7.44K +500 New
Barclays
83
Barclays
United Kingdom
$1K -$190K -12,795 -99%
Simplex Trading
84
Simplex Trading
Illinois
$1K +$1.49K +100 New
Loomis, Sayles & Company
85
Loomis, Sayles & Company
Massachusetts
-$9.42M -710,445 Closed
BG
86
BlackRock Group
United Kingdom
-$5.75M -433,303 Closed
WRF
87
Waddell & Reed Financial
Kansas
-$4.7M -354,500 Closed
PGH
88
Partners Group Holding
Switzerland
-$2.65M -199,676 Closed
DTL
89
Dynamic Technology Lab
Singapore
-$490K -37,014 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
-$198K -13,331 Closed
TRCT
91
Tower Research Capital (TRC)
New York
-$4K -300 Closed
IA
92
IFP Advisors
Florida
+$268 +18 New
AG
93
Advisor Group
Arizona
+$551 +37 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.