SYNERGETICS USA, INC.
SURG
SURG was delisted on the 15th of October, 2015.
51 hedge funds and large institutions have $50.5M invested in SYNERGETICS USA, INC. in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
16% more capital invested
Capital invested by funds: $43.4M → $50.5M (+$7.08M)
0% more funds holding
Funds holding: 51 → 51 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$1.23M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$402K |
| 3 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$378K |
| 4 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$122K |
| 5 |
D.E. Shaw & Co
New York
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
Kopp Investment Advisors
Bloomington,
Minnesota
|
-$1.14M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$230K |
| 3 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$162K |
| 4 |
Two Sigma Investments
New York
|
-$130K |
| 5 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBU
51
CIBC Bank USA
Chicago,
Illinois
| – | -$124K | -31,400 | Closed |
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$54K | -13,694 | Closed |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| – | -$9.69K | -2,338 | -97% |
|
SURG Hedge Fund Activity: Q3 2013 in Review
51 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q3 2013, worth a combined $50.5M — up 16% from $43.4M a quarter earlier.
Fund positioning in SURG was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 12 trimmed.
The largest buyer was Royce & Associates, adding an estimated $1.23M. The largest seller was Kopp Investment Advisors, cutting an estimated $1.14M.
- 51 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $50.5M of SYNERGETICS USA, INC. stock for Q3 2013, up 16% quarter-over-quarter.
- 3 funds opened new SYNERGETICS USA, INC. positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest SYNERGETICS USA, INC. buyer in Q3 2013 was Royce & Associates, an estimated $1.23M added.
- The largest SYNERGETICS USA, INC. seller in Q3 2013 was Kopp Investment Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q3 2013.