SURGALIGN HOLDINGS INC (SRGA)
Institutional ownership reported to the SEC as of Q1 2022, across 8 quarters.
73
Reporting holders
$13.3M
Reported value
0.1%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stonepine Capital Management, LLC | $2.2M | 7,375,678 | 0.93% | new | NEW |
| STATE STREET CORP | $1.8M | 6,064,078 | 0.00% | 7q | +4.7%+$83.6K |
| VANGUARD GROUP INC | $1.4M | 4,597,028 | 0.00% | 7q | -20.2%-$354.5K |
| COOPERMAN LEON G | $1.1M | 3,750,000 | 0.06% | 7q | +12.7%+$129.0K |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | $970.0K | 3,187,918 | 0.00% | 4q | -3.3%-$33.2K |
| Alyeska Investment Group, L.P. | $639.0K | 2,100,000 | 0.01% | new | NEW |
| Eversept Partners, LP | $478.9K | 1,573,802 | 0.04% | 5q | -18.0%-$105.0K |
| BlackRock Inc. | $476.0K | 1,562,618 | 0.00% | 7q | +3.3%+$15.1K |
| Atria Wealth Solutions, Inc. | $350.0K | 1,149,850 | 0.01% | new | FIRST |
| DIMENSIONAL FUND ADVISORS LP | $324.0K | 1,063,884 | 0.00% | 7q | -53.1%-$367.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $315.0K | 1,035,558 | 0.00% | 7q | +4.7%+$14.2K |
| D. E. Shaw & Co., Inc. | $311.0K | 1,020,712 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $305.0K | 1,003,500 | 0.00% | 6q | +24.9%+$60.8K |
| MORGAN STANLEY | $289.0K | 950,762 | 0.00% | 7q | HELD |
| GSA CAPITAL PARTNERS LLP | $289.0K | 950,247 | 0.04% | 3q | +1535.3%+$271.3K |
| RENAISSANCE TECHNOLOGIES LLC | $181.0K | 593,755 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $178.0K | 586,458 | 0.00% | new | NEW |
| DAFNA Capital Management LLC | $176.0K | 579,710 | 0.05% | 4q | HELD |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $155.0K | 510,000 | 0.00% | new | NEW |
| Verition Fund Management LLC | $140.0K | 459,560 | 0.00% | 7q | +208.7%+$94.6K |
| NORTHERN TRUST CORP | $109.0K | 358,253 | 0.00% | 7q | +52.7%+$37.6K |
| CITADEL ADVISORS LLC | $92.0K | 275,633 | 0.00% | 7q | -21.1%-$24.7K |
| GROUP ONE TRADING, L.P. | $76.0K | 249,066 | 0.00% | 3q | +55.8%+$27.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $75.0K | 246,700 | 0.00% | 7q | HELD |
| Raymond James Financial Services Advisors, Inc. | $69.0K | 227,235 | 0.00% | 7q | HELD |
| UBS Group AG | $62.0K | 202,212 | 0.00% | 7q | -8.8%-$6.0K |
| WELLS FARGO & COMPANY/MN | $61.0K | 200,000 | 0.00% | 7q | +52.9%+$21.1K |
| Kestra Advisory Services, LLC | $61.0K | 201,650 | 0.00% | 3q | +3.7%+$2.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52.0K | 144,029 | 0.00% | 7q | -50.7%-$53.4K |
| Global Trust Asset Management, LLC | $41.0K | 136,000 | 0.02% | 2q | +49.5%+$13.6K |
| Waypoint Capital Advisors, LLC | $40.0K | 159,809 | 0.02% | new | NEW |
| Summit Trail Advisors, LLC | $37.0K | 120,000 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $36.0K | 119,495 | 0.00% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $21.0K | 68,699 | 0.00% | 7q | -14.9%-$3.7K |
| Assenagon Asset Management S.A. | $20.0K | 64,552 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $19.0K | 63,037 | 0.00% | 6q | +215.2%+$13.0K |
| Yakira Capital Management, Inc. | $19.0K | 63,795 | 0.00% | 7q | HELD |
| TWO SIGMA SECURITIES, LLC | $17.0K | 55,344 | 0.00% | new | NEW |
| Warberg Asset Management LLC | $15.0K | 50,000 | 0.00% | new | NEW |
| Acorn Wealth Advisors, LLC | $15.0K | 49,100 | 0.01% | 2q | +120.7%+$8.2K |
| Atwater Malick LLC | $15.0K | 50,000 | 0.01% | new | NEW |
| Buckingham Strategic Partners | $15.0K | 50,000 | 0.00% | new | NEW |
| ADVISOR GROUP HOLDINGS, INC. | $14.0K | 45,013 | 0.00% | 7q | +2.3% |
| GABELLI FUNDS LLC | $12.0K | 39,000 | 0.00% | 7q | +11.4%+$1.2K |
| Rafferty Asset Management, LLC | $12.0K | 37,841 | 0.00% | 2q | -37.0%-$7.0K |
| TWO SIGMA ADVISERS, LP | $12.0K | 37,900 | 0.00% | 3q | -20.5%-$3.1K |
| Russell Investments Group, Ltd. | $12.0K | 42,500 | 0.00% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $11.0K | 37,080 | 0.00% | 3q | HELD |
| Cetera Advisor Networks LLC | $9.0K | 29,400 | 0.00% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $6.0K | 19,944 | 0.00% | new | NEW |
| Traynor Capital Management, Inc. | $6.0K | 19,831 | 0.00% | 3q | HELD |
| Koss-Olinger Consulting, LLC | $6.0K | 19,272 | 0.00% | 5q | +67.5%+$2.4K |
| CENTRAL TRUST Co | $5.0K | 14,881 | 0.00% | 2q | -50.0%-$5.0K |
| MML INVESTORS SERVICES, LLC | $5.0K | 17,000 | 0.00% | 3q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $5.0K | 15,795 | 0.00% | 2q | -5.3% |
| Teton Advisors, Inc. | $5.0K | 18,000 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $5.0K | 14,832 | 0.00% | new | NEW |
| Octavia Wealth Advisors, LLC | $5.0K | 14,813 | 0.00% | new | NEW |
| Spire Wealth Management | $5.0K | 16,918 | 0.00% | 2q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $4.0K | 23,306 | 0.00% | 5q | +35.4%+$1.0K |
| Atlas Brown,Inc. | $4.0K | 12,145 | 0.00% | 3q | HELD |
| Squarepoint Ops LLC | $4.0K | 11,597 | 0.00% | new | NEW |
| Orion Capital Management LLC | $4.0K | 12,000 | 0.00% | 5q | HELD |
| BANK OF AMERICA CORP /DE/ | $3.0K | 9,451 | 0.00% | 7q | -14.8% |
| Linscomb & Williams, Inc. | $3.0K | 10,000 | 0.00% | new | NEW |
| Integrated Advisors Network LLC | $3.0K | 10,000 | 0.00% | 3q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $2.0K | 9,636 | 0.00% | 2q | HELD |
| LOGAN CAPITAL MANAGEMENT INC | $2.0K | 6,100 | 0.00% | 5q | HELD |
| Accel Wealth Management | $2.0K | 7,000 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0K | 4,385 | 0.00% | 3q | HELD |
| HAP Trading, LLC | $1.0K | options only | 0.00% | new | OPTIONS |
| Prospera Financial Services Inc | $1.0K | 4,000 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $1.0K | 6,000 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2022 | 73 | $13.3M | 43,835,367 | 20 | 18 | 13 | 0.1% |
| Q4 2021 | 70 | $23.5M | 32,264,025 | 12 | 17 | 19 | 0.5% |
| Q3 2021 | 85 | $49.1M | 45,011,563 | 21 | 16 | 27 | 0.1% |
| Q2 2021 | 85 | $80.5M | 58,227,096 | 20 | 20 | 32 | 0.4% |
| Q1 2021 | 101 | $132.2M | 60,271,973 | 20 | 45 | 21 | 0.5% |
| Q4 2020 | 96 | $97.8M | 44,670,566 | 18 | 23 | 28 | 0.2% |
| Q3 2020 | 87 | $79.1M | 43,498,800 | 86 | 0 | 0 | 0.3% |
| Q2 2020 | 1 | $53.0K | 16,777 | 1 | 0 | 0 | 0.0% |