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Surgalign Holdings, Inc.

SRGADelisted Jul 27, 2023
Industry
Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK
0001760173

Surgalign Holdings, Inc. was delisted on Jul 27, 2023; its insiders filed their last Form 4 on Sep 18, 2023; 25 institutions reported holding it in 13F filings for Q2 2023, worth $108.6K in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in Surgalign Holdings, Inc. as of Dec 31, 2022. 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
35
−1 vs. Q3 2022
Shares held
1.83M
+837.5K (+84.8%) vs. Q3 2022
Total value
$3.63M
+$195.1K (+5.7%) vs. Q3 2022
New holders
2
10 more added
Sold out
3
9 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRGA 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 holdersQ4 2022: 35 institutions
Q1 2021: 104 institutionsQ2 2021: 88 institutionsQ3 2021: 88 institutionsQ4 2021: 72 institutionsQ1 2022: 78 institutionsQ2 2022: 40 institutionsQ3 2022: 36 institutionsQ4 2022: 35 institutionsQ1 2023: 36 institutionsQ2 2023: 25 institutionsQ3 2023: 4 institutionsQ4 2023: 0 institutionsQ1 2024: 1 institutionQ2 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 heldQ4 2022: $3.63M
Q1 2021: $131.6MQ2 2021: $80.2MQ3 2021: $49.0MQ4 2021: $23.3MQ1 2022: $13.3MQ2 2022: $3.85MQ3 2022: $3.43MQ4 2022: $3.63MQ1 2023: $3.89MQ2 2023: $108.6KQ3 2023: $1.72KQ4 2023: $0Q1 2024: $5Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SRGA 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 20241$5
Q4 20230$0
Q3 20234$1.72K
Q2 202325$108.6K
Q1 202336$3.89M
Q4 202235$3.63M
Q3 202236$3.43M
Q2 202240$3.85M
Q1 202278$13.3M
Q4 202172$23.3M
Q3 202188$49.0M
Q2 202188$80.2M
Q1 2021104$131.6M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Surgalign Holdings, Inc.; share changes are against Q3 2022.

Institutions holding SRGA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC781,000$1.55M0.04%+781,000New
Atria Wealth Solutions, Inc.327,309$651.3K0.01%+142,561+77.2%Added
Vanguard Group Inc177,793$353.8K0.00%+820.0%Added
Cerity Partners LLC71,833$142.9K0.00%+71,833New
HighTower Advisors, LLC58,232$116.0K0.00%−26,665−31.4%Reduced
Renaissance Technologies LLC51,452$102.0K0.00%−7,218−12.3%Reduced
Geode Capital Management, LLC44,698$87.0K0.00%−82−0.2%Reduced
BlackRock Inc.41,513$82.6K0.00%00.0%Unchanged
Jane Street Group, LLC41,034$81.7K0.00%+20,039+95.4%Added
Morgan Stanley36,399$72.4K0.00%+110.0%Added
Bridgeway Capital Management, LLC25,000$49.0K0.00%−156−0.6%Reduced
Koss-Olinger Consulting, LLC23,892$48.0K0.01%+13,432+128.4%Added
Dimensional Fund Advisors LP21,802$42.0K0.00%−7,438−25.4%Reduced
Silvercrest Asset Management Group LLC16,666$33.2K0.00%−333−2.0%Reduced
Dearborn Partners LLC16,666$33.2K0.00%00.0%Unchanged
State Street Corp15,829$31.0K0.00%00.0%Unchanged
Verition Fund Management LLC15,318$30.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.12,171$24.2K0.00%+23+0.2%Added
Northern Trust Corp11,984$23.8K0.00%00.0%Unchanged
Wells Fargo & Company10,047$20.0K0.00%−164−1.6%Reduced
Tower Research Capital LLC (TRC)7,760$15.0K0.00%+7,585+4,334.3%Added
Group One Trading, L.P.5,167$10.1K0.00%−394−7.1%Reduced
Global Trust Asset Management, LLC4,499$8.95K0.00%00.0%Unchanged
UBS Group AG2,636$5.25K0.00%+1,297+96.9%Added
Advisor Group Holdings, Inc.1,497$3.00K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,416$2.77K0.00%00.0%Unchanged
Central Trust Co500$9950.00%+4+0.8%Added
Orion Capital Management LLC399$7940.00%00.0%Unchanged
Accel Wealth Management232$4620.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co146$2910.00%00.0%Unchanged
Logan Capital Management Inc66$1290.00%−136−67.3%Reduced
Bank of America Corp33$660.00%+25+312.5%Added
Global Retirement Partners, LLC10$200.00%00.0%Unchanged
Allworth Financial LP3$60.00%00.0%Unchanged
Rockefeller Capital Management L.P.200$00.00%00.0%Unchanged
Cooperman Leon G0$00.00%−124,999−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−32,689−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−85−100.0%Sold out