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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
UBS Group
76
UBS Group
Switzerland
$28K -$27.8K -1,516 -52%
Barclays
77
Barclays
United Kingdom
$26K +$23.1K +1,260 +1,726%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$21K +$367 +20 +2%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$14.7K -$7.56M -411,839 -36%
TDC
80
Thompson Davis & Co
Virginia
$10K
Simplex Trading
81
Simplex Trading
Illinois
$2K +$18 +1 +1%
CG
82
Cutler Group
California
$2K +$1.84K +100 New
FNBT
83
FineMark National Bank & Trust
Florida
$2K +$1.84K +100 New
TCIM
84
TIAA CREF Investment Management
New York
$1.19K -$20.4K -1,109 -2%
AG
85
Advisor Group
Arizona
$1K
CGM
86
Capital Growth Management
Massachusetts
-$1.61M -90,000 Closed
Point72 Asset Management
87
Point72 Asset Management
Connecticut
-$1.52M -84,800 Closed
MIG
88
Mariner Investment Group
New York
-$612K -34,200 Closed
TC
89
TFS Capital
Pennsylvania
-$420K -23,436 Closed
Citadel Advisors
90
Citadel Advisors
Florida
-$384K -21,450 Closed
TI
91
Trexquant Investment
Connecticut
-$379K -21,177 Closed
ARTA
92
A.R.T. Advisors
New York
-$304K -16,999 Closed
AL
93
Airain Ltd
Guernsey
-$233K -13,010 Closed
CSS
94
Cubist Systematic Strategies
Connecticut
-$98K -5,497 Closed
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
-$49K -2,727 Closed

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.