Surgery Partners
SGRY
87 hedge funds and large institutions have $333M invested in Surgery Partners in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.
26,400% more call options, than puts
Call options by funds: $265K | Put options by funds: $1K
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
45% more capital invested
Capital invested by funds: $230M → $333M (+$103M)
38% more funds holding
Funds holding: 63 → 87 (+24)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$15.9M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$10.2M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$8.08M |
| 4 |
Millennium Management
New York
|
+$3.73M |
| 5 |
SCM
Stonerise Capital Management
San Francisco,
California
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$17M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$9.42M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
-$5.75M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$4.7M |
| 5 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
-$2.65M |
SGRY Hedge Fund Activity: Q2 2016 in Review
87 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2016, worth a combined $333M — up 45% from $230M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SGRY positions and 7 closed out — a net gain of 24 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $15.9M. The largest seller was BlackRock Advisors, cutting an estimated $17M.
- 87 institutional investors held Surgery Partners (SGRY) as of Q2 2016, up from 63 in Q1 2016.
- Funds reported $333M of Surgery Partners stock for Q2 2016, up 45% quarter-over-quarter.
- 31 funds opened new Surgery Partners positions in Q2 2016 and 7 closed out, a net change of +24 holders.
- The largest Surgery Partners buyer in Q2 2016 was Neuberger Berman Group, an estimated $15.9M added.
- The largest Surgery Partners seller in Q2 2016 was BlackRock Advisors, an estimated $17M sold.
Based on aggregated 13F filings for Q2 2016.