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Surgery Partners

90 hedge funds and large institutions have $388M invested in Surgery Partners in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,763% more call options, than puts

Call options by funds: $949K | Put options by funds: $8K

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

13% more funds holding

Funds holding: 8090 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 97.98%96.43% (-1.6%)

28% less capital invested

Capital invested by funds: $539M → $388M (-$151M)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
35
Reduced
21
Closed
7
Calls
$949K
Puts
$8K
Net Calls
+$941K
Net Calls Change
+$842K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
76
TrustCore Financial Services
Tennessee
$30K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$27K -$15.7K -1,570 -32%
QT
78
Quantbot Technologies
New York
$18K +$22.9K +2,300 New
Canada Life
79
Canada Life
Manitoba, Canada
$17K
GWM
80
Geneos Wealth Management
Colorado
$16K +$19.9K +2,000 New
Morgan Stanley
81
Morgan Stanley
New York
$15K -$25.6K -2,567 -58%
AIP
82
Ameritas Investment Partners
Nebraska
$13K
CG
83
Cutler Group
California
$12K +$15K +1,500 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$8K -$5.61K -563 -37%
VFA
85
Valeo Financial Advisors
Indiana
$6K
PHK
86
Point72 Hong Kong
Hong Kong
$6K +$6.79K +681 New
AG
87
Advisor Group
Arizona
$4K
PCP
88
Proficio Capital Partners
Massachusetts
$3K +$3.36K +337 +733%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$2K
Bessemer Group
90
Bessemer Group
New Jersey
$1K +$1.14K +114 New
RG
91
Redmile Group
California
-$179K -15,900 Closed
AIM
92
Assured Investment Management
New York
-$135K -11,954 Closed
BBNA
93
Bremer Bank National Association
Minnesota
-$66K -6,050 Closed
ADL
94
Asset Dedication LLC
California
-$25K -2,259 Closed
LC
95
Lindbrook Capital
California
-$10K -964 Closed
Twin Tree Management
96
Twin Tree Management
Texas
-$8K -686 Closed
Group One Trading
97
Group One Trading
Illinois
-$4.99K -500 Closed

SGRY Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2019, worth a combined $388M — down 28% from $539M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SGRY positions and 7 closed out — a net gain of 12 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.7M. The largest seller was NN Investment Partners Holdings, cutting an estimated $33.1M.

  • 90 institutional investors held Surgery Partners (SGRY) as of Q2 2019, up from 80 in Q1 2019.
  • Funds reported $388M of Surgery Partners stock for Q2 2019, down 28% quarter-over-quarter.
  • 19 funds opened new Surgery Partners positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest Surgery Partners buyer in Q2 2019 was Goldman Sachs, an estimated $10.7M added.
  • The largest Surgery Partners seller in Q2 2019 was NN Investment Partners Holdings, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2019.