We are live on ! Find out more
SURG

SYNERGETICS USA, INC.

Delisted

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

57 hedge funds and large institutions have $47.5M invested in SYNERGETICS USA, INC. in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

12% more funds holding

Funds holding: 5157 (+6)

6% less capital invested

Capital invested by funds: $50.5M → $47.5M (-$3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
8
Closed
5
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cortina Asset Management
Wisconsin
$6.04M +$3.11M +761,534 +84%
PCMI
2
Paradigm Capital Management Inc
New York
$5.32M +$2.96M +723,550 +97%
AWMDMG
3
Austin W. Marxe & David M. Greenhouse
New York
$3.64M
RA
4
Royce & Associates
New York
$3.55M +$1.81M +441,700 +82%
RJA
5
Raymond James & Associates
Florida
$3.2M +$1.23K +300 +0%
PAIM
6
Punch & Associates Investment Management
Minnesota
$3.18M -$1.2M -292,725 -25%
KIA
7
Kopp Investment Advisors
Minnesota
$3.17M -$3.23M -790,269 -47%
KF
8
Kopp Funds
Wisconsin
$3.17M +$3.58M +875,753 New
NC
9
Northpointe Capital
Michigan
$2.42M +$1.66M +405,260 +153%
WPC
10
White Pine Capital
Minnesota
$2.08M +$30.7K +7,510 +1%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.9M
DGHMC
12
Dalton, Greiner, Hartman, Maher & Co
New York
$1.47M +$1.28M +313,567 +344%
FP
13
Foundry Partners
Minnesota
$1.09M +$1.23M +301,583 New
FLAM
14
First Light Asset Management
Minnesota
$851K +$961K +234,999 New
AHC
15
Anderson Hoagland & Co
Missouri
$569K -$43.5K -10,650 -6%
UCFA
16
United Capital Financial Advisors
Texas
$501K
DP
17
Dearborn Partners
Illinois
$487K +$446K +109,161 +431%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$444K +$322K +78,848 +180%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$322K
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$302K +$67K +16,400 +24%
WA
21
WealthTrust Axiom
Pennsylvania
$284K
Geode Capital Management
22
Geode Capital Management
Massachusetts
$282K +$818 +200 +0.3%
BFA
23
BlackRock Fund Advisors
California
$265K +$12.5K +3,060 +4%
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$260K -$6.9K -1,688 -2%
NA
25
Nottingham Advisors
New York
$253K

SURG Hedge Fund Activity: Q4 2013 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in SYNERGETICS USA, INC. (SURG) for Q4 2013, worth a combined $47.5M — down 5.9% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SURG positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Cortina Asset Management, adding an estimated $3.11M. The largest seller was THB Asset Management, exiting entirely with an estimated $3.87M sold.

  • 57 institutional investors held SYNERGETICS USA, INC. (SURG) as of Q4 2013, up from 51 in Q3 2013.
  • Funds reported $47.5M of SYNERGETICS USA, INC. stock for Q4 2013, down 5.9% quarter-over-quarter.
  • 13 funds opened new SYNERGETICS USA, INC. positions in Q4 2013 and 5 closed out, a net change of +8 holders.
  • The largest SYNERGETICS USA, INC. buyer in Q4 2013 was Cortina Asset Management, an estimated $3.11M added.
  • The largest SYNERGETICS USA, INC. seller in Q4 2013 was THB Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2013.