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SURG

SYNERGETICS USA, INC.
SURG

Delisted

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

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50 hedge funds and large institutions have $45.2M invested in SYNERGETICS USA, INC. in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

19% more capital invested

Capital invested by funds: $38M → $45.2M (+$7.22M)

2% less funds holding

Funds holding: 51 → 50 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$1.86M
2
NCM
Nantahala Capital Management
Connecticut
+$1.52M
3
PCMI
Paradigm Capital Management Inc
New York
+$1.08M
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$597K
5
GPGA
Grandeur Peak Global Advisors
Utah
+$587K

Top Sellers

Rank Fund Capital Flow
1
KIA
Kopp Investment Advisors
Minnesota
-$2.23M
2
FLAM
First Light Asset Management
Minnesota
-$717K
3
WPC
White Pine Capital
Minnesota
-$686K
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$213K
5
AIC
Atlantic Investment Company
Georgia
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
Nottingham Advisors
New York
$237K – – –
AIC
27
Atlantic Investment Company
Georgia
$187K -$117K -37,475 Closed
HIM
28
Hillsdale Investment Management
Ontario, Canada
$180K – – –
Morgan Stanley
29
Morgan Stanley
New York
$152K -$29K -9,300 -17%
PL
30
Plancorp LLC
Missouri
$135K +$124K +39,714 New
AHC
31
Anderson Hoagland & Co
Missouri
$119K -$33.2K -10,649 -21%
Wells Fargo
32
Wells Fargo
California
$116K +$28.1K +9,000 +36%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$95K – – –
RCM
34
Rotella Capital Management
Washington
$68K +$61.8K +19,811 New
AWCI
35
Alpine Woods Capital Investors
New York
$65K – – –
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$61K – – –
State Street
37
State Street
Massachusetts
$57K – – –
RFC
38
Regions Financial Corp
Alabama
$55K – – –
KIA
39
Kopp Investment Advisors
Minnesota
$44K -$2.23M -714,583 -98%
NPC
40
National Planning Corporation
California
$39K – – –
US Bancorp
41
US Bancorp
Minnesota
$34K -$6.22K -1,995 -17%
DSC
42
Duncker Streett & Co
Missouri
$32K – – –
Creative Planning
43
Creative Planning
Kansas
$20K – – –
EARNEST Partners
44
EARNEST Partners
Georgia
$18K – – –
BIM
45
BlackRock Investment Management
Delaware
$15K +$1.15K +368 +9%
U
46
UBS
Switzerland
$12K -$47.9K -15,357 -82%
MA
47
MUFG Americas
New York
$6K +$5.17K +1,660 New
Bank of America
48
Bank of America
North Carolina
$4K +$3.57K +1,146 New
NFG
49
Next Financial Group
Texas
$3K +$3.12K +1,000 New
TRCT
50
Tower Research Capital (TRC)
New York
$2K -$156 -50 -8%
1
2
3

SURG Hedge Fund Activity: Q3 2014 in Review

50 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q3 2014, worth a combined $45.2M — up 19% from $38M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SURG and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $1.86M. The largest seller was Kopp Investment Advisors, cutting an estimated $2.23M.

  • 50 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q3 2014, down from 51 in Q2 2014.
  • Funds reported $45.2M of SYNERGETICS USA, INC. stock for Q3 2014, up 19% quarter-over-quarter.
  • 7 funds opened new SYNERGETICS USA, INC. positions in Q3 2014 and 8 closed out, a net change of -1 holder.
  • The largest SYNERGETICS USA, INC. buyer in Q3 2014 was Kennedy Capital Management, an estimated $1.86M added.
  • The largest SYNERGETICS USA, INC. seller in Q3 2014 was Kopp Investment Advisors, an estimated $2.23M sold.

Based on aggregated 13F filings for Q3 2014.