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Surgery Partners

90 hedge funds and large institutions have $388M invested in Surgery Partners in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,763% more call options, than puts

Call options by funds: $949K | Put options by funds: $8K

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

13% more funds holding

Funds holding: 8090 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 97.98%96.43% (-1.6%)

28% less capital invested

Capital invested by funds: $539M → $388M (-$151M)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
35
Reduced
21
Closed
7
Calls
$949K
Puts
$8K
Net Calls
+$941K
Net Calls Change
+$842K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$215M
ClearBridge Investments
2
ClearBridge Investments
New York
$28.6M -$1.53M -152,997 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M +$2.02M +202,617 +13%
BlackRock
4
BlackRock
New York
$13.9M +$3.18M +318,648 +23%
ECP
5
Elk Creek Partners
Colorado
$11.8M +$809K +81,164 +6%
HCMT
6
Highland Capital Management (Texas)
Texas
$10.2M
RA
7
Royce & Associates
New York
$10.1M +$1.82M +182,100 +17%
Goldman Sachs
8
Goldman Sachs
New York
$9.28M +$10.7M +1,071,843 +1,585%
AAM
9
AMI Asset Management
California
$7.6M +$1.88M +188,585 +25%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$6.24M +$2.03M +203,170 +36%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$5.39M +$1.27M +127,600 +24%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$5.31M -$246K -24,718 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$4.44M +$805K +80,775 +17%
NIPH
14
NN Investment Partners Holdings
Netherlands
$4.29M -$33.1M -3,317,303 -86%
Millennium Management
15
Millennium Management
New York
$4.18M -$1.48M -148,745 -22%
State Street
16
State Street
Massachusetts
$3.04M +$173K +17,354 +5%
KCM
17
Kennedy Capital Management
Missouri
$2.53M +$1.02M +101,866 +49%
ECM
18
Endurant Capital Management
California
$2.34M +$2.48M +248,915 +641%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.12M +$314K +31,462 +14%
BCM
20
Bridgeway Capital Management
Texas
$2.01M -$499K -50,000 -17%
Northern Trust
21
Northern Trust
Illinois
$2.01M +$217K +21,761 +10%
SSA
22
Schonfeld Strategic Advisors
New York
$1.89M +$2.31M +232,000 New
Bank of America
23
Bank of America
North Carolina
$1.49M -$46.3K -4,644 -2%
WAM
24
Wolverine Asset Management
Illinois
$1.33M +$588K +58,977 +56%
CCM
25
Camber Capital Management
Massachusetts
$1.3M

SGRY Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2019, worth a combined $388M — down 28% from $539M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SGRY positions and 7 closed out — a net gain of 12 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.7M. The largest seller was NN Investment Partners Holdings, cutting an estimated $33.1M.

  • 90 institutional investors held Surgery Partners (SGRY) as of Q2 2019, up from 80 in Q1 2019.
  • Funds reported $388M of Surgery Partners stock for Q2 2019, down 28% quarter-over-quarter.
  • 19 funds opened new Surgery Partners positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest Surgery Partners buyer in Q2 2019 was Goldman Sachs, an estimated $10.7M added.
  • The largest Surgery Partners seller in Q2 2019 was NN Investment Partners Holdings, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2019.