Surgery Partners
SGRY
80 hedge funds and large institutions have $539M invested in Surgery Partners in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.
32% more call options, than puts
Call options by funds: $407K | Put options by funds: $308K
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
17% more capital invested
Capital invested by funds: $460M → $539M (+$79.6M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0.68% more ownership
Funds ownership: 97.3% → 97.98% (+0.68%)
0% more funds holding
Funds holding: 80 → 80 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.73M |
| 2 |
Millennium Management
New York
|
+$6.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.76M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$2.34M |
| 5 |
ClearBridge Investments
New York
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$13.1M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.27M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.24M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$994K |
| 5 |
Morgan Stanley
New York
|
-$872K |
SGRY Hedge Fund Activity: Q1 2019 in Review
80 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2019, worth a combined $539M — up 17% from $460M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SGRY positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $6.73M. The largest seller was NN Investment Partners Holdings, cutting an estimated $13.1M.
- 80 institutional investors held Surgery Partners (SGRY) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $539M of Surgery Partners stock for Q1 2019, up 17% quarter-over-quarter.
- 11 funds opened new Surgery Partners positions in Q1 2019 and 10 closed out, a net change of +1 holder.
- The largest Surgery Partners buyer in Q1 2019 was Fidelity Investments, an estimated $6.73M added.
- The largest Surgery Partners seller in Q1 2019 was NN Investment Partners Holdings, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2019.