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SURG

SYNERGETICS USA, INC.

Delisted

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

79 hedge funds and large institutions have $70.2M invested in SYNERGETICS USA, INC. in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

11% more funds holding

Funds holding: 7179 (+8)

9% less capital invested

Capital invested by funds: $77.3M → $70.2M (-$7.12M)

94% less call options, than puts

Call options by funds: $3K | Put options by funds: $47K

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
20
Closed
4
Calls
$3K
Puts
$47K
Net Calls
-$44K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$651K
KCM
27
Kennedy Capital Management
Missouri
$562K -$1.97M -405,382 -77%
EGA
28
Eagle Global Advisors
Texas
$501K +$357K +73,573 +222%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$460K -$4.27K -880 -0.9%
CIC
30
Cornercap Investment Counsel
Georgia
$459K +$473K +97,670 New
LSV Asset Management
31
LSV Asset Management
Illinois
$441K +$455K +93,875 New
WPC
32
White Pine Capital
Minnesota
$430K -$86.5K -17,850 -16%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$423K
CAM
34
ClariVest Asset Management
California
$396K
WA
35
WealthTrust Axiom
Pennsylvania
$369K
Northern Trust
36
Northern Trust
Illinois
$361K -$30.7K -6,329 -8%
NA
37
Nottingham Advisors
New York
$317K
BFA
38
BlackRock Fund Advisors
California
$316K -$24.4K -5,029 -7%
SKK
39
Shepherd Kaplan Krochuk
Massachusetts
$308K -$132K -27,328 -29%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$274K -$22.3K -4,600 -7%
AG
41
Algert Global
California
$272K +$70.4K +14,521 +33%
OAM
42
Oxford Asset Management
United Kingdom
$250K +$258K +53,219 New
PA
43
Perceptive Advisors
New York
$208K +$109K +22,480 +103%
BG
44
BlackRock Group
United Kingdom
$203K +$165K +34,127 +379%
Deutsche Bank
45
Deutsche Bank
Germany
$179K -$53.4K -11,013 -22%
TDC
46
Thompson Davis & Co
Virginia
$159K +$50.3K +10,375 +44%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$155K +$25.1K +5,185 +19%
TC
48
TFS Capital
Pennsylvania
$142K +$17.9K +3,682 +14%
Citadel Advisors
49
Citadel Advisors
Florida
$133K +$137K +28,244 New
Millennium Management
50
Millennium Management
New York
$121K +$75.4K +15,547 +154%

SURG Hedge Fund Activity: Q2 2015 in Review

79 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q2 2015, worth a combined $70.2M — down 9.2% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SURG positions and 4 closed out — a net gain of 8 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Northpointe Capital, adding an estimated $2.2M. The largest seller was Cortina Asset Management, cutting an estimated $4.36M.

  • 79 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q2 2015, up from 71 in Q1 2015.
  • Funds reported $70.2M of SYNERGETICS USA, INC. stock for Q2 2015, down 9.2% quarter-over-quarter.
  • 12 funds opened new SYNERGETICS USA, INC. positions in Q2 2015 and 4 closed out, a net change of +8 holders.
  • The largest SYNERGETICS USA, INC. buyer in Q2 2015 was Northpointe Capital, an estimated $2.2M added.
  • The largest SYNERGETICS USA, INC. seller in Q2 2015 was Cortina Asset Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2015.