SYNERGETICS USA, INC.
SURG
SURG was delisted on the 15th of October, 2015.
50 hedge funds and large institutions have $59.8M invested in SYNERGETICS USA, INC. in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
32% more capital invested
Capital invested by funds: $45.2M → $59.8M (+$14.6M)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
0% more funds holding
Funds holding: 50 → 50 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$1.34M |
| 2 |
HP
HealthInvest Partners
Stockholm,
Sweden
|
+$844K |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$775K |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$538K |
| 5 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$1.5M |
| 2 |
RA
Royce & Associates
New York
|
-$1.31M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$168K |
| 4 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$135K |
| 5 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
51
Plancorp LLC
Saint Louis,
Missouri
| – | -$135K | -39,714 | Closed |
|
|
AHC
52
Anderson Hoagland & Co
St Louis,
Missouri
| – | -$119K | -39,224 | Closed |
|
|
RFC
53
Regions Financial Corp
Birmingham,
Alabama
| – | -$55K | -16,000 | Closed |
|
|
KIA
54
Kopp Investment Advisors
Bloomington,
Minnesota
| – | -$44K | -12,940 | Closed |
|
|
DSC
55
Duncker Streett & Co
St. Louis,
Missouri
| – | -$32K | -9,300 | Closed |
|
56
Bank of America
Charlotte,
North Carolina
| – | -$4K | -1,146 | Closed |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$3K | -1,000 | Closed |
|
SURG Hedge Fund Activity: Q4 2014 in Review
50 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q4 2014, worth a combined $59.8M — up 32% from $45.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SURG positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Northpointe Capital, adding an estimated $1.34M. The largest seller was White Pine Capital, cutting an estimated $1.5M.
- 50 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $59.8M of SYNERGETICS USA, INC. stock for Q4 2014, up 32% quarter-over-quarter.
- 9 funds opened new SYNERGETICS USA, INC. positions in Q4 2014 and 7 closed out, a net change of +2 holders.
- The largest SYNERGETICS USA, INC. buyer in Q4 2014 was Northpointe Capital, an estimated $1.34M added.
- The largest SYNERGETICS USA, INC. seller in Q4 2014 was White Pine Capital, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2014.