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Surgery Partners
SGRY

82 hedge funds and large institutions have $711M invested in Surgery Partners in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,875% more call options, than puts

Call options by funds: $316K | Put options by funds: $16K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 83 → 82 (-1)

1.23% less ownership

Funds ownership: 98.75% → 97.52% (-1.2%)

14% less capital invested

Capital invested by funds: $823M → $711M (-$113M)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
33
Closed
15
Calls
$316K
Puts
$16K
Net Calls
+$300K
Net Calls Change
-$293K

Top Buyers

1
RG
Redmile Group
California
+$10.4M
2
ECP
Elk Creek Partners
Colorado
+$8.13M
3
ClearBridge Investments
ClearBridge Investments
New York
+$6.29M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$4.2M
5
BCM
Bridgeway Capital Management
Texas
+$3.63M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.87M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.71M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.22M
4
Norges Bank
Norges Bank
Norway
-$4.98M
5
TCM
TimesSquare Capital Management
New York
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$394M – – –
NIPH
2
NN Investment Partners Holdings
Netherlands
$82.3M +$4.2M +250,704 +5%
ClearBridge Investments
3
ClearBridge Investments
New York
$46.3M +$6.29M +375,059 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.1M -$1.43M -85,155 -5%
BlackRock
5
BlackRock
New York
$19.9M +$773K +46,111 +4%
ECP
6
Elk Creek Partners
Colorado
$16M +$8.13M +484,845 +82%
RA
7
Royce & Associates
New York
$14.5M -$1.33M -79,394 -8%
TCM
8
TimesSquare Capital Management
New York
$10.3M -$4.87M -290,181 -30%
AAM
9
AMI Asset Management
California
$10.1M -$1.76M -105,162 -13%
RG
10
Redmile Group
California
$9.26M +$10.4M +621,300 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$8.51M +$497K +29,643 +5%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$7.45M +$2.93M +175,000 +54%
State Street
13
State Street
Massachusetts
$6.64M -$157K -9,387 -2%
KCM
14
Kennedy Capital Management
Missouri
$5.86M -$1.16M -69,003 -15%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$5.01M -$6.71M -400,500 -54%
HCMT
16
Highland Capital Management (Texas)
Texas
$4.82M +$3.43M +204,400 +171%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$4.07M -$1.38M -82,406 -23%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.46M -$5.22M -311,418 -57%
Northern Trust
19
Northern Trust
Illinois
$3.34M -$116K -6,905 -3%
BCM
20
Bridgeway Capital Management
Texas
$3.23M +$3.63M +216,500 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.87M +$170K +10,150 +6%
Ameriprise
22
Ameriprise
Minnesota
$2.62M -$690K -41,168 -19%
CCM
23
Camber Capital Management
Massachusetts
$2.01M – – –
SFM
24
Soros Fund Management
New York
$1.99M -$4.14M -246,689 -65%
Invesco
25
Invesco
Georgia
$1.83M +$1.2M +71,377 +139%
1
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SGRY Hedge Fund Activity: Q2 2018 in Review

82 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2018, worth a combined $711M — down 14% from $823M a quarter earlier.

Fund positioning in SGRY was balanced in Q2 2018: 15 funds opened new positions, 15 closed out, 23 added to existing stakes and 33 trimmed.

The largest buyer was Redmile Group, opening a new position worth an estimated $10.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.87M sold.

  • 82 institutional investors held Surgery Partners (SGRY) as of Q2 2018, down from 83 in Q1 2018.
  • Funds reported $711M of Surgery Partners stock for Q2 2018, down 14% quarter-over-quarter.
  • 15 funds opened new Surgery Partners positions in Q2 2018 and 15 closed out, a net change of 0 holders.
  • The largest Surgery Partners buyer in Q2 2018 was Redmile Group, an estimated $10.4M added.
  • The largest Surgery Partners seller in Q2 2018 was Goldman Sachs, an estimated $7.87M sold.

Based on aggregated 13F filings for Q2 2018.