SYNERGETICS USA, INC.
SURG
SURG was delisted on the 15th of October, 2015.
59 hedge funds and large institutions have $35.4M invested in SYNERGETICS USA, INC. in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
4% more funds holding
Funds holding: 57 → 59 (+2)
26% less capital invested
Capital invested by funds: $47.5M → $35.4M (-$12.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$1.73M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$912K |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$896K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$637K |
| 5 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.2M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$2.97M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.32M |
| 4 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$593K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$302K |
SURG Hedge Fund Activity: Q1 2014 in Review
59 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q1 2014, worth a combined $35.4M — down 26% from $47.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SURG positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Royce & Associates, adding an estimated $1.73M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $3.2M sold.
- 59 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q1 2014, up from 57 in Q4 2013.
- Funds reported $35.4M of SYNERGETICS USA, INC. stock for Q1 2014, down 26% quarter-over-quarter.
- 10 funds opened new SYNERGETICS USA, INC. positions in Q1 2014 and 6 closed out, a net change of +4 holders.
- The largest SYNERGETICS USA, INC. buyer in Q1 2014 was Royce & Associates, an estimated $1.73M added.
- The largest SYNERGETICS USA, INC. seller in Q1 2014 was Raymond James & Associates, an estimated $3.2M sold.
Based on aggregated 13F filings for Q1 2014.