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Project Sage Oldco, Inc.

SIENDelisted Apr 9, 2024
Industry
Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK
0001551693

Project Sage Oldco, Inc. was delisted on Apr 9, 2024; its insiders filed their last Form 4 on Nov 14, 2023; 30 institutions reported holding it in 13F filings for Q4 2023, worth $1.25M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Project Sage Oldco, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
123
+3 vs. Q1 2021
Shares held
50.7M
+5.75M (+12.8%) vs. Q1 2021
Total value
$403.6M
+$75.8M (+23.1%) vs. Q1 2021
New holders
16
50 more added
Sold out
13
37 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SIEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 123 institutions
Q1 2021: 121 institutionsQ2 2021: 123 institutionsQ3 2021: 116 institutionsQ4 2021: 112 institutionsQ1 2022: 111 institutionsQ2 2022: 86 institutionsQ3 2022: 68 institutionsQ4 2022: 61 institutionsQ1 2023: 35 institutionsQ2 2023: 37 institutionsQ3 2023: 31 institutionsQ4 2023: 30 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $403.6M
Q1 2021: $339.2MQ2 2021: $403.6MQ3 2021: $301.5MQ4 2021: $188.6MQ1 2022: $108.1MQ2 2022: $33.5MQ3 2022: $17.5MQ4 2022: $4.63MQ1 2023: $3.51MQ2 2023: $5.10MQ3 2023: $4.85MQ4 2023: $1.25MQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SIEN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 202330$1.25M
Q3 202331$4.85M
Q2 202337$5.10M
Q1 202335$3.51M
Q4 202261$4.63M
Q3 202268$17.5M
Q2 202286$33.5M
Q1 2022111$108.1M
Q4 2021112$188.6M
Q3 2021116$301.5M
Q2 2021123$403.6M
Q1 2021121$339.2M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Project Sage Oldco, Inc.; share changes are against Q1 2021.

Institutions holding SIEN in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,642,446$29.0M0.00%+112,264+3.2%Added
Schroder Investment Management Group2,856,999$22.7M0.03%+496,463+21.0%Added
Morgan Stanley2,802,262$22.3M0.00%+161,983+6.1%Added
Blackstone Group Inc.2,730,765$21.7M0.05%00.0%Unchanged
Vanguard Group Inc2,716,142$21.6M0.00%−24,086−0.9%Reduced
Millennium Management LLC2,543,056$20.2M0.03%+1,083,856+74.3%Added
Abingworth LLP2,390,843$19.0M5.88%00.0%Unchanged
Bamco Inc2,365,363$18.8M0.04%+200,000+9.2%Added
Macquarie Group Ltd2,126,355$16.9M0.01%+2,126,355New
Granite Point Capital Management, L.P.2,000,000$15.9M4.72%−45,704−2.2%Reduced
Royce & Associates LP1,971,179$15.7M0.11%−26,800−1.3%Reduced
Senvest Management, LLC1,878,557$15.0M0.45%−131,913−6.6%Reduced
Mutual of America Capital Management LLC1,702,369$13.6M0.13%+254,316+17.6%Added
Driehaus Capital Management LLC1,498,934$11.9M0.16%−24,268−1.6%Reduced
Soleus Capital Management, L.P.1,461,563$11.6M1.79%+1,083,663+286.8%Added
Armistice Capital, LLC1,200,000$9.55M0.25%+408,000+51.5%Added
Geode Capital Management, LLC1,084,721$8.63M0.00%+34,083+3.2%Added
Needham Investment Management LLC1,015,000$8.08M1.18%−285,000−21.9%Reduced
Friess Associates LLC977,919$7.78M2.94%−11,160−1.1%Reduced
State Street Corp874,084$6.96M0.00%+106,102+13.8%Added
Two Sigma Investments, LP696,676$5.55M0.01%+36,469+5.5%Added
Two Sigma Advisers, LP687,200$5.47M0.01%+275,500+66.9%Added
Altium Capital Management LP605,691$4.82M1.12%−133,354−18.0%Reduced
Northern Trust Corp555,622$4.42M0.00%+20,975+3.9%Added
AWM Investment Company, Inc.527,674$4.20M0.41%+69,174+15.1%Added
Assenagon Asset Management S.A.457,834$3.64M0.02%+442,611+2,907.5%Added
Maven Securities LTD450,000$3.41M0.36%+200,000+80.0%Added
D. E. Shaw & Co., Inc.414,111$3.30M0.00%+372,918+905.3%Added
Prospect Capital Advisors, LLC409,500$3.26M1.21%−562,100−57.9%Reduced
HighTower Advisors, LLC388,110$3.09M0.01%−15,675−3.9%Reduced
First Light Asset Management, LLC325,352$2.59M0.16%+25,352+8.5%Added
Parkman Healthcare Partners LLC301,746$2.40M0.53%+301,746New
Woodline Partners LP296,000$2.36M0.04%+296,000New
X-Square Capital, LLC291,001$2.32M1.10%+1,941+0.7%Added
Goldman Sachs Group Inc240,448$1.91M0.00%−8,020−3.2%Reduced
Prelude Capital Management, LLC230,861$1.84M0.10%+34,500+17.6%Added
Madison Asset Management, LLC219,844$1.75M0.02%−330−0.1%Reduced
Citadel Advisors LLC203,852$1.62M0.00%−28,825−12.4%Reduced
Nuveen Asset Management, LLC189,590$1.51M0.00%+18,053+10.5%Added
Bank of New York Mellon Corp183,064$1.46M0.00%+6,340+3.6%Added
Deutsche Bank AG174,691$1.39M0.00%+133,414+323.2%Added
Kornitzer Capital Management Inc164,300$1.31M0.02%+10,700+7.0%Added
Wells Fargo & Company159,411$1.27M0.00%+126,804+388.9%Added
Susquehanna International Group, LLP153,575$1.22M0.00%+137,800+873.5%Added
Charles Schwab Investment Management Inc142,936$1.14M0.00%+11,364+8.6%Added
Oppenheimer & Co Inc115,600$920.0K0.02%+10,000+9.5%Added
Alliancebernstein L.P.109,400$871.0K0.00%00.0%Unchanged
LPL Financial LLC105,849$843.0K0.00%−437−0.4%Reduced
Susquehanna Fundamental Investments, LLC94,812$755.0K0.01%−56,382−37.3%Reduced
Principal Financial Group Inc83,782$667.0K0.00%+5,475+7.0%Added
Stephens Inc82,775$659.0K0.01%+44,250+114.9%Added
Panagora Asset Management Inc80,711$642.0K0.00%−17,754−18.0%Reduced
California State Teachers Retirement System79,106$630.0K0.00%+968+1.2%Added
Jump Financial, LLC67,900$541.0K0.05%+67,900New
Gsa Capital Partners LLP66,985$533.0K0.06%+66,985New
Engineers Gate Manager LP64,345$512.0K0.03%−51,219−44.3%Reduced
Blair William & Co63,240$503.0K0.00%+10,140+19.1%Added
Qube Research & Technologies Ltd58,741$468.0K0.01%+8,548+17.0%Added
JPMorgan Chase & Co58,190$464.0K0.00%−56,592−49.3%Reduced
Rhumbline Advisers56,896$453.0K0.00%+1,051+1.9%Added
Raymond James Financial Services Advisors, Inc.56,831$452.0K0.00%−636−1.1%Reduced
Algert Global LLC53,440$425.0K0.14%−131,765−71.1%Reduced
Raymond James & Associates50,450$402.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP49,687$396.0K0.06%+11,638+30.6%Added
New York State Common Retirement Fund49,624$395.0K0.00%+15,624+46.0%Added
Gyon Technologies Capital Management, LP43,392$345.0K0.11%+16,195+59.5%Added
Twinbeech Capital LP40,542$323.0K0.04%+6,493+19.1%Added
Birchview Capital, LP40,000$318.0K0.19%+40,000New
Trexquant Investment LP39,357$313.0K0.03%+39,357New
SEI Investments Co38,945$310.0K0.00%+6,787+21.1%Added
Campbell & CO Investment Adviser LLC34,700$276.0K0.12%+20,000+136.1%Added
Bank of America Corp34,067$272.0K0.00%−32,349−48.7%Reduced
Manufacturers Life Insurance Company, The33,572$267.0K0.00%+3,093+10.1%Added
American International Group, Inc.32,197$256.0K0.00%+2,004+6.6%Added
Squarepoint Ops LLC31,024$247.0K0.00%−8,586−21.7%Reduced
ExodusPoint Capital Management, LP30,404$242.0K0.00%+30,404New
Parametric Portfolio Associates LLC28,344$226.0K0.00%+2,261+8.7%Added
AQR Capital Management LLC27,882$222.0K0.00%+27,882New
Jane Street Group, LLC27,382$218.0K0.00%−44,068−61.7%Reduced
Cubist Systematic Strategies, LLC26,332$210.0K0.00%−88,641−77.1%Reduced
Royal Bank of Canada26,170$208.0K0.00%−6,284−19.4%Reduced
Silverleafe Capital Partners, LLC25,000$199.0K0.08%00.0%Unchanged
Marshall Wace, LLP24,362$194.0K0.00%−28,481−53.9%Reduced
Los Angeles Capital Management LLC24,030$191.0K0.00%−1,300−5.1%Reduced
MetLife Investment Management23,253$185.1K0.00%+18,638+403.9%Added
Barclays PLC23,115$184.0K0.00%−22,315−49.1%Reduced
Dynamic Technology Lab Private Ltd21,932$175.0K0.02%+21,932New
Voya Investment Management LLC21,746$173.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC19,184$153.0K0.02%00.0%Unchanged
SG3 Management, LLC19,089$152.0K0.06%00.0%Unchanged
State Board of Administration of Florida Retirement System18,349$146.0K0.00%+603+3.4%Added
Commonwealth Equity Services, LLC17,170$136.0K0.00%+5,000+41.1%Added
Pinz Capital Management, LP16,300$130.0K0.04%−2,500−13.3%Reduced
Cambridge Investment Research Advisors, Inc.15,392$123.0K0.00%00.0%Unchanged
Invesco Ltd.15,340$122.0K0.00%+15,340New
First Manhattan Co15,030$119.0K0.00%00.0%Unchanged
ProShare Advisors LLC14,907$119.0K0.00%+1,063+7.7%Added
Matisse Capital13,818$110.0K0.03%00.0%Unchanged
Perkins Capital Management Inc13,500$107.0K0.06%00.0%Unchanged
Ratio Wealth Group12,416$98.8K0.04%00.0%Unchanged