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SURG

SYNERGETICS USA, INC.
SURG

Delisted

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

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51 hedge funds and large institutions have $38M invested in SYNERGETICS USA, INC. in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $35.4M → $38M (+$2.62M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

14% less funds holding

Funds holding: 59 → 51 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
51
Holders Change
-8
Holders Change %
-13.56%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCMI
Paradigm Capital Management Inc
New York
+$2.04M
2
NCM
Nantahala Capital Management
Connecticut
+$1.96M
3
WA
Wasatch Advisors
Utah
+$1.49M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$466K
5
WPC
White Pine Capital
Minnesota
+$243K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$1.49M
2
KIA
Kopp Investment Advisors
Minnesota
-$713K
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$700K
4
Wells Fargo
Wells Fargo
California
-$281K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIMFI
26
Mesirow Financial Investment Management - Fixed Income
Illinois
$213K – – –
Northern Trust
27
Northern Trust
Illinois
$197K -$87.8K -26,618 -30%
Morgan Stanley
28
Morgan Stanley
New York
$166K +$72.3K +21,900 +69%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$163K – – –
AHC
30
Anderson Hoagland & Co
Missouri
$155K -$122K -36,861 -42%
AIC
31
Atlantic Investment Company
Georgia
$116K -$16.8K -5,100 -12%
SI
32
Stephens Inc
Arkansas
$100K +$26.4K +8,000 +33%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$86K +$1.13K +343 +1%
Wells Fargo
34
Wells Fargo
California
$78K -$281K -85,150 -77%
VKH
35
Virtu KCG Holdings
New York
$72K +$77.5K +23,498 New
U
36
UBS
Switzerland
$58K +$22K +6,672 +55%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$55K – – –
State Street
38
State Street
Massachusetts
$51K – – –
RFC
39
Regions Financial Corp
Alabama
$50K – – –
GC
40
Guggenheim Capital
Illinois
$37K -$3.9K -1,182 -9%
US Bancorp
41
US Bancorp
Minnesota
$37K – – –
NPC
42
National Planning Corporation
California
$36K – – –
DSC
43
Duncker Streett & Co
Missouri
$29K – – –
Creative Planning
44
Creative Planning
Kansas
$18K +$4.5K +1,364 +30%
EARNEST Partners
45
EARNEST Partners
Georgia
$16K – – –
BIM
46
BlackRock Investment Management
Delaware
$12K +$13.2K +3,999 New
BA
47
BlackRock Advisors
Delaware
$11K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$2K -$518 -157 -20%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$1.53K – – –
1
2
3

SURG Hedge Fund Activity: Q2 2014 in Review

51 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q2 2014, worth a combined $38M — up 7.4% from $35.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SURG and 5 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $2.04M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $1.49M sold.

  • 51 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q2 2014, down from 59 in Q1 2014.
  • Funds reported $38M of SYNERGETICS USA, INC. stock for Q2 2014, up 7.4% quarter-over-quarter.
  • 5 funds opened new SYNERGETICS USA, INC. positions in Q2 2014 and 13 closed out, a net change of -8 holders.
  • The largest SYNERGETICS USA, INC. buyer in Q2 2014 was Paradigm Capital Management Inc, an estimated $2.04M added.
  • The largest SYNERGETICS USA, INC. seller in Q2 2014 was Punch & Associates Investment Management, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2014.