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Surgery Partners
SGRY

83 hedge funds and large institutions have $823M invested in Surgery Partners in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

812% more call options, than puts

Call options by funds: $666K | Put options by funds: $73K

38% more capital invested

Capital invested by funds: $598M → $823M (+$226M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 84 → 83 (-1)

2.54% less ownership

Funds ownership: 101.29% → 98.75% (-2.5%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
21
Reduced
30
Closed
17
Calls
$666K
Puts
$73K
Net Calls
+$593K
Net Calls Change
+$618K

Top Buyers

1
SFM
Soros Fund Management
New York
+$5.92M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.54M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$5.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.49M
5
PCM
PAR Capital Management
Massachusetts
+$2.16M

Top Sellers

1
NIPH
NN Investment Partners Holdings
Netherlands
-$11.7M
2
TCM
TimesSquare Capital Management
New York
-$6.24M
3
AAM
AMI Asset Management
California
-$4.24M
4
SCM
Saba Capital Management
New York
-$4.09M
5
HCMT
Highland Capital Management (Texas)
Texas
-$3.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$454M – – –
NIPH
2
NN Investment Partners Holdings
Netherlands
$90.4M -$11.7M -748,604 -12%
ClearBridge Investments
3
ClearBridge Investments
New York
$46.9M +$255K +16,353 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28M -$604K -38,799 -2%
BlackRock
5
BlackRock
New York
$22.2M -$217K -13,956 -1%
RA
6
Royce & Associates
New York
$18.1M -$77K -4,941 -0.5%
TCM
7
TimesSquare Capital Management
New York
$16.8M -$6.24M -400,519 -29%
AAM
8
AMI Asset Management
California
$13.4M -$4.24M -271,952 -26%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.6M +$2.49M +159,600 +28%
ECP
10
Elk Creek Partners
Colorado
$10.1M -$808K -51,862 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$9.33M -$2.6M -166,741 -23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$9.29M +$493K +31,632 +6%
KCM
13
Kennedy Capital Management
Missouri
$7.93M -$563K -36,140 -7%
Goldman Sachs
14
Goldman Sachs
New York
$7.87M -$2.39M -153,117 -25%
State Street
15
State Street
Massachusetts
$7.81M +$1.91M +122,294 +37%
SFM
16
Soros Fund Management
New York
$6.52M +$5.92M +380,100 New
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$6.1M +$5.54M +355,500 New
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$5.57M +$5.06M +325,000 New
Norges Bank
19
Norges Bank
Norway
$4.98M -$742K -47,600 -14%
Northern Trust
20
Northern Trust
Illinois
$3.97M -$111K -7,096 -3%
Ameriprise
21
Ameriprise
Minnesota
$3.72M +$93.7K +6,015 +3%
YCMGA
22
York Capital Management Global Advisors
New York
$3.23M – – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.13M +$30.3K +1,946 +1%
PCM
24
PAR Capital Management
Massachusetts
$2.37M +$2.16M +138,400 New
CCM
25
Camber Capital Management
Massachusetts
$2.32M – – –
1
2 3 4

SGRY Hedge Fund Activity: Q1 2018 in Review

83 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2018, worth a combined $823M — up 38% from $598M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SGRY and 16 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 21 added.

The largest buyer was Soros Fund Management, opening a new position worth an estimated $5.92M. The largest seller was NN Investment Partners Holdings, cutting an estimated $11.7M.

  • 83 institutional investors held Surgery Partners (SGRY) as of Q1 2018, down from 84 in Q4 2017.
  • Funds reported $823M of Surgery Partners stock for Q1 2018, up 38% quarter-over-quarter.
  • 16 funds opened new Surgery Partners positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Surgery Partners buyer in Q1 2018 was Soros Fund Management, an estimated $5.92M added.
  • The largest Surgery Partners seller in Q1 2018 was NN Investment Partners Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2018.