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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
Legal & General Group
76
Legal & General Group
United Kingdom
$86K +$42.9K +2,579 +91%
UBS Group
77
UBS Group
Switzerland
$72K +$51.5K +3,097 +221%
BlackRock
78
BlackRock
New York
$58K -$964 -58 -2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$53K -$177K -10,664 -76%
BJ
80
BlackRock Japan
Japan
$45K +$47.1K +2,831 New
Canada Life
81
Canada Life
Manitoba, Canada
$33K – – –
US Bancorp
82
US Bancorp
Minnesota
$25K -$83 -5 -0.3%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$23K +$7.85K +472 +46%
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$18K -$28.1K -1,691 -60%
TRCT
85
Tower Research Capital (TRC)
New York
$17K +$17.7K +1,063 New
Barclays
86
Barclays
United Kingdom
$11K -$10.9K -658 -49%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$8.18K -$17K -1,020 -66%
Creative Planning
88
Creative Planning
Kansas
$3K +$3.33K +200 New
FNBT
89
FineMark National Bank & Trust
Florida
$2K – – –
MAM
90
Meeder Asset Management
Ohio
$2K +$2.18K +131 New
SPIA
91
Steward Partners Investment Advisory
New York
$1K +$1.66K +100 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
– -$14.7K -723,915 Closed
FAM
93
Fred Alger Management
New York
– -$3.3M -162,864 Closed
GGHC
94
Gilder Gagnon Howe & Co
New York
– -$2.08M -102,517 Closed
LOAMS
95
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.02M -100,000 Closed
EIM
96
Essex Investment Management
Massachusetts
– -$888K -43,864 Closed
PCM
97
Prelude Capital Management
New York
– -$325K -16,069 Closed
UBS AM
98
UBS AM
Illinois
– -$308K -15,200 Closed
TDC
99
Thompson Davis & Co
Virginia
– -$10K -500 Closed
Simplex Trading
100
Simplex Trading
Illinois
– -$2K -101 Closed
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.