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Surgery Partners
SGRY

79 hedge funds and large institutions have $782M invested in Surgery Partners in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

10% more capital invested

Capital invested by funds: $711M → $782M (+$71.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 97.52% → 96.95% (-0.57%)

4% less funds holding

Funds holding: 82 → 79 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $597K

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
18
Closed
20
Calls
–
Puts
$597K
Net Calls
-$597K
Net Calls Change
-$897K

Top Buyers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$8.16M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.71M
3
ClearBridge Investments
ClearBridge Investments
New York
+$2.29M
4
HCMT
Highland Capital Management (Texas)
Texas
+$1.73M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$10.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.45M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.2M
4
SFM
Soros Fund Management
New York
-$1.99M
5
BlackRock
BlackRock
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
76
Valeo Financial Advisors
Indiana
$10K – – –
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$6K +$5.57K +349 New
AG
78
Advisor Group
Arizona
$4K +$2.65K +166 +184%
TCM
79
TimesSquare Capital Management
New York
– -$10.3M -690,800 Closed
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
– -$7.45M -500,000 Closed
SFM
81
Soros Fund Management
New York
– -$1.99M -133,411 Closed
Millennium Management
82
Millennium Management
New York
– -$1.39M -93,492 Closed
SEI Investments
83
SEI Investments
Pennsylvania
– -$960K -64,400 Closed
EGM
84
Engineers Gate Manager
New York
– -$281K -18,871 Closed
HCM
85
Highbridge Capital Management
New York
– -$255K -17,133 Closed
SC
86
Sculptor Capital
New York
– -$253K -17,000 Closed
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$233K -15,635 Closed
CS
88
Credit Suisse
Switzerland
– -$204K -13,680 Closed
RJA
89
Raymond James & Associates
Florida
– -$185K -12,445 Closed
PPA
90
Parametric Portfolio Associates
Washington
– -$168K -11,249 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$173K -10,846 Closed
ECM
92
Element Capital Management
New York
– -$156K -10,440 Closed
Group One Trading
93
Group One Trading
Illinois
– -$85K -5,689 Closed
TRCT
94
Tower Research Capital (TRC)
New York
– -$27K -1,830 Closed
B
95
Bridgeworth
Alabama
– -$7K -500 Closed
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
– -$5K -350 Closed
PIA
97
Piedmont Investment Advisors
North Carolina
– -$5K -323 Closed
TDC
98
Thompson Davis & Co
Virginia
– -$4K -250 Closed
Citigroup
99
Citigroup
New York
– +$207 +13 New
1 2 3
4

SGRY Hedge Fund Activity: Q3 2018 in Review

79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2018, worth a combined $782M — up 10% from $711M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SGRY and 17 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 28 added.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $8.16M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $10.3M sold.

  • 79 institutional investors held Surgery Partners (SGRY) as of Q3 2018, down from 82 in Q2 2018.
  • Funds reported $782M of Surgery Partners stock for Q3 2018, up 10% quarter-over-quarter.
  • 17 funds opened new Surgery Partners positions in Q3 2018 and 20 closed out, a net change of -3 holders.
  • The largest Surgery Partners buyer in Q3 2018 was Pictet Asset Management (UK), an estimated $8.16M added.
  • The largest Surgery Partners seller in Q3 2018 was TimesSquare Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2018.