We are live on ! Find out more
SURG

SYNERGETICS USA, INC.
SURG

Delisted

SURG was delisted on the 15th of October, 2015.

Back to rankings

57 hedge funds and large institutions have $47.5M invested in SYNERGETICS USA, INC. in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

12% more funds holding

Funds holding: 51 → 57 (+6)

6% less capital invested

Capital invested by funds: $50.5M → $47.5M (-$3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
8
Closed
5
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cortina Asset Management
Wisconsin
+$3.11M
2
PCMI
Paradigm Capital Management Inc
New York
+$2.96M
3
RA
Royce & Associates
New York
+$1.81M
4
NC
Northpointe Capital
Michigan
+$1.66M
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
-$3.87M
2
KIA
Kopp Investment Advisors
Minnesota
-$3.23M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$1.2M
4
CCM
Cadence Capital Management
Massachusetts
-$870K
5
PCM
Perkins Capital Management
Minnesota
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$227K +$187K +45,853 +274%
Northern Trust
27
Northern Trust
Illinois
$191K +$19.8K +4,834 +10%
HIM
28
Hillsdale Investment Management
Ontario, Canada
$191K +$215K +52,700 New
Renaissance Technologies
29
Renaissance Technologies
New York
$184K +$155K +38,001 +299%
PCM
30
Perkins Capital Management
Minnesota
$181K -$621K -152,000 -75%
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$169K +$16.4K +4,000 +9%
PL
32
Plancorp LLC
Missouri
$165K +$187K +45,714 New
Morgan Stanley
33
Morgan Stanley
New York
$143K -$101K -24,806 -39%
NTCOC
34
Northern Trust Company of Connecticut
Connecticut
$135K – – –
AWCI
35
Alpine Woods Capital Investors
New York
$134K +$57.2K +14,000 +61%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$100K – – –
SI
37
Stephens Inc
Arkansas
$69K +$77.9K +19,055 New
CAM
38
ClariVest Asset Management
California
$67K – – –
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$65K – – –
State Street
40
State Street
Massachusetts
$60K – – –
RFC
41
Regions Financial Corp
Alabama
$58K – – –
N
42
Natixis
France
$53K +$60.9K +14,900 New
Wells Fargo
43
Wells Fargo
California
$49K +$9.98K +2,440 +22%
NPC
44
National Planning Corporation
California
$42K – – –
US Bancorp
45
US Bancorp
Minnesota
$42K – – –
GC
46
Guggenheim Capital
Illinois
$36K +$41.1K +10,046 New
EARNEST Partners
47
EARNEST Partners
Georgia
$27K +$30.7K +7,500 New
BIT
48
BlackRock Institutional Trust
California
$26K +$29.8K +7,293 New
Creative Planning
49
Creative Planning
Kansas
$17K – – –
BA
50
BlackRock Advisors
Delaware
$13K – – –
1
2
3

SURG Hedge Fund Activity: Q4 2013 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q4 2013, worth a combined $47.5M — down 5.9% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SURG positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Cortina Asset Management, adding an estimated $3.11M. The largest seller was THB Asset Management, exiting entirely with an estimated $3.87M sold.

  • 57 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q4 2013, up from 51 in Q3 2013.
  • Funds reported $47.5M of SYNERGETICS USA, INC. stock for Q4 2013, down 5.9% quarter-over-quarter.
  • 13 funds opened new SYNERGETICS USA, INC. positions in Q4 2013 and 5 closed out, a net change of +8 holders.
  • The largest SYNERGETICS USA, INC. buyer in Q4 2013 was Cortina Asset Management, an estimated $3.11M added.
  • The largest SYNERGETICS USA, INC. seller in Q4 2013 was THB Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2013.