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Surgery Partners
SGRY

84 hedge funds and large institutions have $598M invested in Surgery Partners in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $479M → $598M (+$118M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

6.4% more ownership

Funds ownership: 94.89% → 101.29% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 90 → 84 (-6)

16% less call options, than puts

Call options by funds: $131K | Put options by funds: $156K

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
30
Reduced
26
Closed
21
Calls
$131K
Puts
$156K
Net Calls
-$25K
Net Calls Change
+$10K

Top Buyers

1
NIPH
NN Investment Partners Holdings
Netherlands
+$16.4M
2
Goldman Sachs
Goldman Sachs
New York
+$5.85M
3
RA
Royce & Associates
New York
+$3.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.91M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.95M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$1.35M
2
N
Nuveen
North Carolina
-$1.23M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.1M
4
HHC
Hutchin Hill Capital
New York
-$1.08M
5
Northern Trust
Northern Trust
Illinois
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$21K +$153 +16 +0.9%
AIP
77
Ameritas Investment Partners
Nebraska
$20K – – –
UBS Group
78
UBS Group
Switzerland
$17K -$2.01K -210 -13%
IA
79
IFP Advisors
Florida
$6K +$4.78K +500 New
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$4K +$3.35K +350 New
TDC
81
Thompson Davis & Co
Virginia
$3K -$7.17K -750 -75%
AG
82
Advisor Group
Arizona
$1K -$1.99K -208 -63%
PWM
83
Perigon Wealth Management
California
$1K – – –
VFA
84
Valeo Financial Advisors
Indiana
$1K – – –
N
85
Nuveen
North Carolina
– -$1.23M -118,654 Closed
First Trust Advisors
86
First Trust Advisors
Illinois
– -$1.1M -106,807 Closed
HHC
87
Hutchin Hill Capital
New York
– -$1.08M -104,317 Closed
JG
88
Jefferies Group
New York
– -$578K -55,800 Closed
BCM
89
Bridgeway Capital Management
Texas
– -$518K -50,000 Closed
ARTA
90
A.R.T. Advisors
New York
– -$474K -45,889 Closed
MWNA
91
Marshall Wace North America
New York
– -$458K -45,849 Closed
AP
92
AHL Partners
United Kingdom
– -$296K -28,562 Closed
SCM
93
Sterling Capital Management
North Carolina
– -$210K -20,330 Closed
PPA
94
Parametric Portfolio Associates
Washington
– -$195K -18,828 Closed
MC
95
Menta Capital
California
– -$178K -17,200 Closed
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
– -$151K -14,545 Closed
RTS
97
Round Table Services
New Jersey
– -$138K -13,296 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$129K -12,467 Closed
NFA
99
Nationwide Fund Advisors
Ohio
– -$113K -10,872 Closed
KI
100
Koch Industries
Kansas
– -$109K -10,456 Closed
1 2 3
4
5

SGRY Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2017, worth a combined $598M — up 25% from $479M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SGRY and 15 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $16.4M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.35M.

  • 84 institutional investors held Surgery Partners (SGRY) as of Q4 2017, down from 90 in Q3 2017.
  • Funds reported $598M of Surgery Partners stock for Q4 2017, up 25% quarter-over-quarter.
  • 15 funds opened new Surgery Partners positions in Q4 2017 and 21 closed out, a net change of -6 holders.
  • The largest Surgery Partners buyer in Q4 2017 was NN Investment Partners Holdings, an estimated $16.4M added.
  • The largest Surgery Partners seller in Q4 2017 was TimesSquare Capital Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2017.