Surgery Partners
SGRY
88 hedge funds and large institutions have $351M invested in Surgery Partners in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 18 closing their positions.
189% more call options, than puts
Call options by funds: $81K | Put options by funds: $28K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
0.36% less ownership
Funds ownership: 96.43% → 96.07% (-0.36%)
2% less funds holding
Funds holding: 90 → 88 (-2)
9% less capital invested
Capital invested by funds: $388M → $351M (-$36.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
+$3.58M |
| 2 |
Goldman Sachs
New York
|
+$3.09M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.04M |
| 4 |
RA
Royce & Associates
New York
|
+$1.36M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
AMI Asset Management
Los Angeles,
California
|
-$7.6M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$4.29M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.83M |
| 4 |
ECM
Endurant Capital Management
San Mateo,
California
|
-$2.34M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
101
Quantbot Technologies
New York
| – | -$18K | -2,300 | Closed |
|
102
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$17K | -2,100 | Closed |
|
|
CG
103
Cutler Group
San Francisco,
California
| – | -$12K | -1,500 | Closed |
|
|
PHK
104
Point72 Hong Kong
Hong Kong
| – | -$6K | -681 | Closed |
|
|
AG
105
Advisor Group
Phoenix,
Arizona
| – | -$4K | -463 | Closed |
|
|
PCP
106
Proficio Capital Partners
Newton,
Massachusetts
| – | -$3K | -383 | Closed |
|
SGRY Hedge Fund Activity: Q3 2019 in Review
88 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2019, worth a combined $351M — down 9.5% from $388M a quarter earlier.
Fund positioning in SGRY was balanced in Q3 2019: 18 funds opened new positions, 18 closed out, 33 added to existing stakes and 21 trimmed.
The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $3.58M. The largest seller was AMI Asset Management, exiting entirely with an estimated $7.6M sold.
- 88 institutional investors held Surgery Partners (SGRY) as of Q3 2019, down from 90 in Q2 2019.
- Funds reported $351M of Surgery Partners stock for Q3 2019, down 9.5% quarter-over-quarter.
- 18 funds opened new Surgery Partners positions in Q3 2019 and 18 closed out, a net change of 0 holders.
- The largest Surgery Partners buyer in Q3 2019 was Leonard Green & Partners, an estimated $3.58M added.
- The largest Surgery Partners seller in Q3 2019 was AMI Asset Management, an estimated $7.6M sold.
Based on aggregated 13F filings for Q3 2019.