We are live on ! Find out more
SURG

SYNERGETICS USA, INC.
SURG

Delisted

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

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.73M
2
CAM
Cortina Asset Management
Wisconsin
+$912K
3
WA
Whitebox Advisors
Minnesota
+$896K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$637K
5
WPC
White Pine Capital
Minnesota
+$522K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3.2M
2
PCMI
Paradigm Capital Management Inc
New York
-$2.97M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$1.32M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$593K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$14K – – –
BA
52
BlackRock Advisors
Delaware
$11K – – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$5K +$5.08K +1,500 New
Barclays
54
Barclays
United Kingdom
$5K +$5.42K +1,600 New
TDC
55
Thompson Davis & Co
Virginia
$3K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$2K +$1.29K +382 +97%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$1.65K – – –
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 – – –
RJA
59
Raymond James & Associates
Florida
– -$3.2M -882,794 Closed
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
– -$302K -83,359 Closed
PCM
61
Perkins Capital Management
Minnesota
– -$181K -50,000 Closed
BIT
62
BlackRock Institutional Trust
California
– -$26K -7,293 Closed
Group One Trading
63
Group One Trading
Illinois
– -$2.71K -800 Closed
Bank of America
64
Bank of America
North Carolina
– -$2K -527 Closed
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
– +$305 +90 New
1 2
3

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.