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Surgery Partners
SGRY

Overview Fund Activity

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.

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
1
Fidelity Investments
Massachusetts
$10.4M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.1M
3
Wells Fargo
3
Wells Fargo
California
$4.99M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.91M
5
TCM
5
TimesSquare Capital Management
New York
$32.7M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$13.6M
2
SCM
2
Stonerise Capital Management
California
$3.7M
3
FAM
3
Fred Alger Management
New York
$0
4
Jennison Associates
4
Jennison Associates
New York
$16.1M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$86K 5,406 +2,579 +91%
UBS Group
77
UBS Group
Switzerland
$72K 4,500 +3,097 +221%
BlackRock
78
BlackRock
New York
$58K 3,661 -58 -2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$53K 3,344 -10,664 -76%
BJ
80
BlackRock Japan
Japan
$45K 2,831 +2,831 New
Canada Life
81
Canada Life
Manitoba, Canada
$33K 2,100 – –
US Bancorp
82
US Bancorp
Minnesota
$25K 1,567 -5 -0.3%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$23K 1,497 +472 +46%
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$18K 1,135 -1,691 -60%
TRCT
85
Tower Research Capital (TRC)
New York
$17K 1,063 +1,063 New
Barclays
86
Barclays
United Kingdom
$11K 675 -658 -49%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$8.18K 516 -1,020 -66%
Creative Planning
88
Creative Planning
Kansas
$3K 200 +200 New
FNBT
89
FineMark National Bank & Trust
Florida
$2K 100 – –
MAM
90
Meeder Asset Management
Ohio
$2K 131 +131 New
SPIA
91
Steward Partners Investment Advisory
New York
$1K 100 +100 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
– – -723,915 Closed
FAM
93
Fred Alger Management
New York
– – -162,864 Closed
GGHC
94
Gilder Gagnon Howe & Co
New York
– – -102,517 Closed
LOAMS
95
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -100,000 Closed
EIM
96
Essex Investment Management
Massachusetts
– – -43,864 Closed
PCM
97
Prelude Capital Management
New York
– – -16,069 Closed
UBS AM
98
UBS AM
Illinois
– – -15,200 Closed
TDC
99
Thompson Davis & Co
Virginia
– – -500 Closed
Simplex Trading
100
Simplex Trading
Illinois
– – -101 Closed
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