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Surgery Partners
SGRY

83 hedge funds and large institutions have $823M invested in Surgery Partners in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

812% more call options, than puts

Call options by funds: $666K | Put options by funds: $73K

38% more capital invested

Capital invested by funds: $598M → $823M (+$226M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 84 → 83 (-1)

2.54% less ownership

Funds ownership: 101.29% → 98.75% (-2.5%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
21
Reduced
30
Closed
17
Calls
$666K
Puts
$73K
Net Calls
+$593K
Net Calls Change
+$618K

Top Buyers

Rank Fund Capital Flow
1
SFM
Soros Fund Management
New York
+$5.92M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.54M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$5.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.49M
5
PCM
PAR Capital Management
Massachusetts
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
NIPH
NN Investment Partners Holdings
Netherlands
-$11.7M
2
TCM
TimesSquare Capital Management
New York
-$6.24M
3
AAM
AMI Asset Management
California
-$4.24M
4
SCM
Saba Capital Management
New York
-$4.09M
5
HCMT
Highland Capital Management (Texas)
Texas
-$3.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
76
Cutler Group
California
$5K +$4.67K +300 New
MOS
77
MGO One Seven
Ohio
$3K -$175K -11,214 -99%
QCG
78
Quadrant Capital Group
Ohio
$3K +$3.08K +198 New
Citigroup
79
Citigroup
New York
$2K -$81.9K -5,257 -98%
AG
80
Advisor Group
Arizona
$2K -$514 -33 -27%
PWM
81
Perigon Wealth Management
California
$2K – – –
VFA
82
Valeo Financial Advisors
Indiana
$1K – – –
SCM
83
Saba Capital Management
New York
– -$4.09M -337,789 Closed
RCM
84
Redwood Capital Management
New York
– -$1.36M -112,138 Closed
PIA
85
Phoenix Investment Adviser
New York
– -$1.15M -95,290 Closed
BGC
86
Birch Grove Capital
New York
– -$806K -66,605 Closed
RJA
87
Raymond James & Associates
Florida
– -$551K -45,509 Closed
CC
88
Clearline Capital
New York
– -$385K -31,800 Closed
Hudson Bay Capital Management
89
Hudson Bay Capital Management
Connecticut
– -$363K -30,000 Closed
Squarepoint
90
Squarepoint
New York
– -$274K -22,681 Closed
OAC
91
OMERS Administration Corp
Ontario, Canada
– -$246K -20,300 Closed
CNAM
92
Campbell Newman Asset Management
Wisconsin
– -$213K -17,618 Closed
BCM
93
BlueCrest Capital Management
Jersey
– -$157K -12,941 Closed
ZCM
94
Zebra Capital Management
Connecticut
– -$145K -12,017 Closed
AI
95
Atria Investments
North Carolina
– -$138K -11,384 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$45K -3,745 Closed
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
– -$35K -2,898 Closed
Simplex Trading
98
Simplex Trading
Illinois
– -$25K -2,082 Closed
GWM
99
Geneos Wealth Management
Colorado
– -$24K -2,000 Closed
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
– +$16 +1 New
1 2 3
4

SGRY Hedge Fund Activity: Q1 2018 in Review

83 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2018, worth a combined $823M — up 38% from $598M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SGRY and 16 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 21 added.

The largest buyer was Soros Fund Management, opening a new position worth an estimated $5.92M. The largest seller was NN Investment Partners Holdings, cutting an estimated $11.7M.

  • 83 institutional investors held Surgery Partners (SGRY) as of Q1 2018, down from 84 in Q4 2017.
  • Funds reported $823M of Surgery Partners stock for Q1 2018, up 38% quarter-over-quarter.
  • 16 funds opened new Surgery Partners positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Surgery Partners buyer in Q1 2018 was Soros Fund Management, an estimated $5.92M added.
  • The largest Surgery Partners seller in Q1 2018 was NN Investment Partners Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2018.