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SRGA

Surgalign Holdings, Inc. Common Stock

Delisted

SRGA was delisted on the 30th of June, 2023.

105 hedge funds and large institutions have $132M invested in Surgalign Holdings, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $97.5M → $132M (+$34M)

9% more funds holding

Funds holding: 96105 (+9)

2% more call options, than puts

Call options by funds: $411K | Put options by funds: $403K

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
48
Reduced
21
Closed
14
Calls
$411K
Puts
$403K
Net Calls
+$8K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.2M +$3.68M +52,765 +32%
KAM
2
Krensavage Asset Management
New York
$14.1M +$60.4K +866 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.1M +$3.44M +49,268 +41%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.86M -$215K -3,076 -2%
DI
5
DFPG Investments
Utah
$6.63M +$5.21M +74,681 +306%
RA
6
Royce & Associates
New York
$6.57M +$3.09M +44,334 +79%
TC
7
TownSquare Capital
Utah
$6.47M +$5.41M +77,499 +362%
WA
8
Wasatch Advisors
Utah
$6.37M +$1.21M +17,400 +22%
EP
9
Eversept Partners
New York
$5.75M +$6.14M +87,993 New
ACH
10
ArrowMark Colorado Holdings
Colorado
$5.74M +$6.12M +87,725 New
ACM
11
Archon Capital Management
Washington
$5.45M +$4.07M +58,334 +233%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.21M +$2.04M +29,250 +83%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.38M +$1.26M +18,053 +54%
State Street
14
State Street
Massachusetts
$2.62M +$352K +5,042 +14%
CLG
15
Cooperman Leon G
$2.51M -$1.77M -25,302 -40%
Northern Trust
16
Northern Trust
Illinois
$2.13M +$691K +9,904 +44%
EIM
17
Essex Investment Management
Massachusetts
$2M +$2.14M +30,619 New
Morgan Stanley
18
Morgan Stanley
New York
$2M -$147K -2,108 -6%
WCM
19
Wedge Capital Management
North Carolina
$1.47M +$454K +6,502 +41%
Millennium Management
20
Millennium Management
New York
$1.3M +$1.12M +16,060 +423%
BCM
21
Bridgeway Capital Management
Texas
$1.15M +$698K +10,000 +132%
N
22
Nuveen
North Carolina
$1.04M +$285K +4,078 +34%
GF
23
Gabelli Funds
New York
$778K -$50.5K -724 -6%
JP Morgan Chase
24
JP Morgan Chase
New York
$727K +$361K +5,175 +87%
PCM
25
Perkins Capital Management
Minnesota
$654K +$698K +10,000 New

SRGA Hedge Fund Activity: Q1 2021 in Review

105 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Surgalign Holdings, Inc. Common Stock (SRGA) for Q1 2021, worth a combined $132M — up 35% from $97.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SRGA positions and 14 closed out — a net gain of 10 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was Eversept Partners, opening a new position worth an estimated $6.14M. The largest seller was Wellington Management Group, exiting entirely with an estimated $10.8M sold.

  • 105 institutional investors held Surgalign Holdings, Inc. Common Stock (SRGA) as of Q1 2021, up from 96 in Q4 2020.
  • Funds reported $132M of Surgalign Holdings, Inc. Common Stock stock for Q1 2021, up 35% quarter-over-quarter.
  • 24 funds opened new Surgalign Holdings, Inc. Common Stock positions in Q1 2021 and 14 closed out, a net change of +10 holders.
  • The largest Surgalign Holdings, Inc. Common Stock buyer in Q1 2021 was Eversept Partners, an estimated $6.14M added.
  • The largest Surgalign Holdings, Inc. Common Stock seller in Q1 2021 was Wellington Management Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2021.