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Surgery Partners

62 hedge funds and large institutions have $333M invested in Surgery Partners in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,355% more call options, than puts

Call options by funds: $291K | Put options by funds: $20K

Holders
62
Holders Change
+62
Holders Change %
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
Reduced
Closed
Calls
$291K
Puts
$20K
Net Calls
+$271K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
1
Vaughan Nelson Investment Management
Texas
$44.5M +$41.5M +2,170,850 New
Jennison Associates
2
Jennison Associates
New York
$34.1M +$31.8M +1,665,043 New
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$26.7M +$24.9M +1,303,156 New
TCM
4
TimesSquare Capital Management
New York
$26M +$24.2M +1,268,700 New
VOYA Investment Management
5
VOYA Investment Management
Georgia
$24.4M +$22.7M +1,188,871 New
BA
6
BlackRock Advisors
Delaware
$23.6M +$22M +1,150,762 New
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$20.4M +$19M +995,077 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$19.2M +$17.9M +936,479 New
ClearBridge Investments
9
ClearBridge Investments
New York
$14M +$13.1M +685,122 New
Wells Fargo
10
Wells Fargo
California
$14M +$13.1M +684,445 New
BG
11
BlackRock Group
United Kingdom
$9.47M +$8.83M +462,373 New
BFA
12
BlackRock Fund Advisors
California
$7.91M +$7.37M +385,980 New
FAM
13
Fred Alger Management
New York
$7.87M +$7.34M +383,944 New
WRF
14
Waddell & Reed Financial
Kansas
$7.26M +$6.77M +354,500 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$5.63M +$5.25M +274,900 New
Natixis Advisors
16
Natixis Advisors
Massachusetts
$4.46M +$4.16M +217,890 New
State Street
17
State Street
Massachusetts
$3.7M +$3.45M +180,659 New
BIM
18
BlackRock Investment Management
Delaware
$3.67M +$3.42M +179,156 New
Northern Trust
19
Northern Trust
Illinois
$3.59M +$3.35M +175,269 New
SEI Investments
20
SEI Investments
Pennsylvania
$3.2M +$2.98M +156,200 New
OAM
21
Oxford Asset Management
United Kingdom
$3.18M +$2.87M +150,135 New
GGHC
22
Gilder Gagnon Howe & Co
New York
$3.04M +$2.84M +148,497 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.83M +$2.64M +138,235 New
BIT
24
BlackRock Institutional Trust
California
$2.57M +$2.4M +125,486 New
ECM
25
Element Capital Management
New York
$2.32M +$2.16M +113,250 New

SGRY Hedge Fund Activity: Q4 2015 in Review

62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2015, worth a combined $333M.

Buyers outnumbered sellers: 62 funds opened new SGRY positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $41.5M.

  • 62 institutional investors held Surgery Partners (SGRY) as of Q4 2015, up from 0 in Q3 2015.
  • Funds reported $333M of Surgery Partners stock for Q4 2015.
  • 62 funds opened new Surgery Partners positions in Q4 2015 and 0 closed out, a net change of +62 holders.
  • The largest Surgery Partners buyer in Q4 2015 was Vaughan Nelson Investment Management, an estimated $41.5M added.

Based on aggregated 13F filings for Q4 2015.