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Surgery Partners

90 hedge funds and large institutions have $479M invested in Surgery Partners in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

56.68% more ownership

Funds ownership: 38.21%94.89% (+57%)

13% more capital invested

Capital invested by funds: $424M → $479M (+$54.9M)

2% more funds holding

Funds holding: 8890 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

20% less call options, than puts

Call options by funds: $143K | Put options by funds: $178K

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
36
Reduced
16
Closed
21
Calls
$143K
Puts
$178K
Net Calls
-$35K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$274M +$378M +26,455,651 New
NIPH
2
NN Investment Partners Holdings
Netherlands
$44.6M +$44.2M +3,088,641 +253%
ClearBridge Investments
3
ClearBridge Investments
New York
$25M +$12.4M +869,722 +56%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.7M +$287K +20,070 +1%
TCM
5
TimesSquare Capital Management
New York
$15.8M -$1.46M -102,100 -6%
BlackRock
6
BlackRock
New York
$13.4M +$2.24M +156,908 +14%
AAM
7
AMI Asset Management
California
$11.1M +$7.54M +527,257 +96%
RA
8
Royce & Associates
New York
$7.05M +$6M +419,457 +160%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$6.35M -$28.2M -1,968,800 -76%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.38M +$4.57M +319,775 +156%
KCM
11
Kennedy Capital Management
Missouri
$5.02M +$2.42M +169,536 +54%
ECP
12
Elk Creek Partners
Colorado
$4.81M +$431K +30,172 +7%
Norges Bank
13
Norges Bank
Norway
$4.14M +$4.59M +321,053 +405%
HCMT
14
Highland Capital Management (Texas)
Texas
$3.9M +$5.39M +377,000 New
State Street
15
State Street
Massachusetts
$3.28M -$533K -37,296 -11%
Northern Trust
16
Northern Trust
Illinois
$3.19M -$901 -63 -0%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$3.17M +$2.38M +166,590 +120%
SCM
18
Saba Capital Management
New York
$3.02M +$4.17M +291,470 New
SEI Investments
19
SEI Investments
Pennsylvania
$2.32M -$103K -7,200 -3%
Ameriprise
20
Ameriprise
Minnesota
$2.21M -$225K -15,735 -7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.06M +$40.8K +2,853 +1%
WAM
22
Wolverine Asset Management
Illinois
$1.8M +$2.48M +173,770 New
Charles Schwab
23
Charles Schwab
California
$1.51M +$1.01M +70,604 +93%
N
24
Nuveen
North Carolina
$1.23M +$371K +25,940 +28%
RCM
25
Redwood Capital Management
New York
$1.16M +$1.6M +112,138 New

SGRY Hedge Fund Activity: Q3 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2017, worth a combined $479M — up 13% from $424M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SGRY positions and 21 closed out — a net gain of 2 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Bain Capital Investors, opening a new position worth an estimated $378M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $34.5M sold.

  • 90 institutional investors held Surgery Partners (SGRY) as of Q3 2017, up from 88 in Q2 2017.
  • Funds reported $479M of Surgery Partners stock for Q3 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Surgery Partners positions in Q3 2017 and 21 closed out, a net change of +2 holders.
  • The largest Surgery Partners buyer in Q3 2017 was Bain Capital Investors, an estimated $378M added.
  • The largest Surgery Partners seller in Q3 2017 was Neuberger Berman Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2017.