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Surgalign Holdings Inc

Q4 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stonepine Capital Management, LLC
NEW
Shares7,375,678
Change+7,375,678
Value$2.2K
Filed 2022-05-16
State Street Corp
INCREASED
Shares6,064,078 from 5,789,342
Change+274,736 (+5%)
Value$1.8K (-$2.3K)
Filed 2022-05-16
Vanguard Group Inc
DECREASED
Shares4,597,028 from 5,762,013
Change-1,164,985 (-20%)
Value$1.4K (-$2.7K)
Filed 2022-05-13
Cooperman Leon G
INCREASED
Shares3,750,000 from 3,326,000
Change+424,000 (+13%)
Value$1.1M (+$1.1M)
Filed 2023-08-31
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares3,187,918 from 3,296,922
Change-109,004 (-3%)
Value$970 (-$1.6K)
Filed 2022-05-09
Alyeska Investment Group, L.P.
NEW
Shares2,100,000
Change+2,100,000
Value$639
Filed 2022-05-17
Eversept Partners, LP
DECREASED
Shares1,573,802 from 3,837,486
Change-2,263,684 (-59%)
Value$478.9K (-$2.3M)
Filed 2023-11-08
BlackRock Inc.
NEW
Shares1,562,618
Change+1,562,618
Value$476
Filed 2022-05-12
Atria Wealth Solutions, Inc.
NEW
Shares1,149,850
Change+1,149,850
Value$350
Filed 2022-05-16
Dimensional Fund Advisors LP
DECREASED
Shares1,063,884 from 2,270,272
Change-1,206,388 (-53%)
Value$324 (-$1.3K)
Filed 2022-05-13
Geode Capital Management, LLC
INCREASED
Shares1,035,558 from 988,756
Change+46,802 (+5%)
Value$315 (-$393)
Filed 2022-05-13
D. E. Shaw & Co., Inc.
NEW
Shares1,020,712
Change+1,020,712
Value$311
Filed 2022-05-16
HighTower Advisors, LLC
INCREASED
Shares1,003,500 from 803,500
Change+200,000 (+25%)
Value$305 (-$271)
Filed 2022-05-12
Morgan Stanley
INCREASED
Shares950,762 from 948,470
Change+2,292 (+0%)
Value$289 (-$390)
Filed 2022-10-27
GSA Capital Partners LLP
INCREASED
Shares950,247 from 58,107
Change+892,140 (+1535%)
Value$289 (+$247)
Filed 2022-05-11
Renaissance Technologies LLC
NEW
Shares593,755
Change+593,755
Value$181
Filed 2022-05-13
Millennium Management LLC
NEW
Shares586,458
Change+586,458
Value$178
Filed 2022-05-16
Dafna Capital Management LLC
UNCHANGED
Shares579,710 from 579,710
Change0 (0%)
Value$176 (-$239)
Filed 2022-05-16
Silvercrest Asset Management Group LLC
NEW
Shares510,000
Change+510,000
Value$155
Filed 2022-05-16
Verition Fund Management LLC
INCREASED
Shares459,560 from 148,884
Change+310,676 (+209%)
Value$140 (+$33)
Filed 2022-06-02
Northern Trust Corp
INCREASED
Shares358,662 from 234,607
Change+124,055 (+53%)
Value$109 (-$59)
Filed 2022-05-13
Citadel Advisors LLC
DECREASED
Shares275,633 from 349,526
Change-73,893 (-21%)
Value$83 (-$167)
Filed 2022-05-16
Group One Trading LLC
INCREASED
Shares249,066 from 159,866
Change+89,200 (+56%)
Value$76 (-$39)
Filed 2022-05-12
Price T Rowe Associates Inc
UNCHANGED
Shares246,700 from 246,700
Change0 (0%)
Value$75 (-$102)
Filed 2022-05-16
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares227,235 from 226,985
Change+250 (+0%)
Value$69 (-$94)
Filed 2022-05-11
UBS Group AG
DECREASED
Shares202,212 from 221,657
Change-19,445 (-9%)
Value$62 (-$97)
Filed 2022-05-16
Kestra Advisory Services, LLC
INCREASED
Shares201,650 from 194,500
Change+7,150 (+4%)
Value$61 (-$78)
Filed 2022-07-20
Wells Fargo & Company
INCREASED
Shares201,150 from 130,804
Change+70,346 (+54%)
Value$61 (-$33)
Filed 2022-05-16
Waypoint Capital Advisors, LLC
NEW
Shares159,809
Change+159,809
Value$40
Filed 2022-04-19
Susquehanna International Group, LLP
DECREASED
Shares144,029 from 146,002
Change-1,973 (-1%)
Value$44 (-$60)
Filed 2022-05-16
Global Trust Asset Management, LLC
INCREASED
Shares136,000 from 91,000
Change+45,000 (+49%)
Value$41 (-$24)
Filed 2022-04-15
Summit Trail Advisors, LLC
NEW
Shares120,000
Change+120,000
Value$37
Filed 2022-05-16
Bank of New York Mellon Corp
UNCHANGED
Shares119,495 from 119,495
Change0 (0%)
Value$36 (-$50)
Filed 2022-05-11
Goldman Sachs Group Inc
DECREASED
Shares68,699 from 80,767
Change-12,068 (-15%)
Value$21 (-$37)
Filed 2022-05-16
Assenagon Asset Management S.A.
NEW
Shares64,552
Change+64,552
Value$20
Filed 2022-04-25
Yakira Capital Management, Inc.
UNCHANGED
Shares63,795 from 63,795
Change0 (0%)
Value$19 (-$27)
Filed 2022-05-12
Stifel Financial Corp
INCREASED
Shares63,037 from 20,000
Change+43,037 (+215%)
Value$19 (+$5)
Filed 2022-05-13
Two Sigma Securities, LLC
NEW
Shares55,344
Change+55,344
Value$17
Filed 2022-05-16
Focus Partners Advisor Solutions, LLC
NEW
Shares50,000
Change+50,000
Value$15
Filed 2022-05-10
Atwater Malick LLC
NEW
Shares50,000
Change+50,000
Value$15
Filed 2022-04-08
Warberg Asset Management LLC
NEW
Shares50,000
Change+50,000
Value$15
Filed 2022-05-13
Acorn Wealth Advisors, LLC
INCREASED
Shares49,100 from 22,250
Change+26,850 (+121%)
Value$15 (-$1)
Filed 2022-05-03
Osaic Holdings, Inc.
INCREASED
Shares45,013 from 44,013
Change+1,000 (+2%)
Value$14 (-$18)
Filed 2022-05-04
Russell Investments Group, Ltd.
UNCHANGED
Shares42,500 from 42,500
Change0 (0%)
Value$12 (-$18)
Filed 2022-05-05
Gabelli Funds LLC
INCREASED
Shares39,000 from 35,000
Change+4,000 (+11%)
Value$12 (-$13)
Filed 2022-05-18
Two Sigma Advisers, LP
DECREASED
Shares37,900 from 47,700
Change-9,800 (-21%)
Value$12 (-$22)
Filed 2022-05-16
Rafferty Asset Management, LLC
DECREASED
Shares37,841 from 60,046
Change-22,205 (-37%)
Value$12 (-$31)
Filed 2022-05-13
Envestnet Asset Management Inc
UNCHANGED
Shares37,080 from 37,080
Change0 (0%)
Value$11 (-$16)
Filed 2022-05-04
Cetera Advisor Networks LLC
UNCHANGED
Shares29,400 from 29,400
Change0 (0%)
Value$9 (-$12)
Filed 2022-05-12
Victory Capital Management Inc
INCREASED
Shares23,306 from 17,212
Change+6,094 (+35%)
Value$4 (-$8)
Filed 2022-05-04
Old Mission Capital LLC
NEW
Shares19,944
Change+19,944
Value$6
Filed 2022-05-13
Traynor Capital Management, Inc.
UNCHANGED
Shares19,831 from 19,831
Change0 (0%)
Value$6 (-$8)
Filed 2022-04-13
Koss-Olinger Consulting, LLC
INCREASED
Shares19,272 from 11,508
Change+7,764 (+67%)
Value$6 (-$2)
Filed 2022-05-06
Teton Advisors, Inc.
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$5 (-$8)
Filed 2022-05-18
MML Investors Services, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$5 (-$7)
Filed 2022-05-13
Spire Wealth Management
UNCHANGED
Shares16,918 from 16,918
Change0 (0%)
Value$5 (-$7)
Filed 2022-04-18
Principal Financial Group Inc
DECREASED
Shares15,795 from 16,685
Change-890 (-5%)
Value$5 (-$7)
Filed 2022-05-09
Central Trust Co
DECREASED
Shares14,881 from 29,762
Change-14,881 (-50%)
Value$5 (-$16)
Filed 2022-05-03
Tower Research Capital LLC (TRC)
NEW
Shares14,832
Change+14,832
Value$5
Filed 2022-05-12
Octavia Wealth Advisors, LLC
NEW
Shares14,813
Change+14,813
Value$5
Filed 2022-04-20
Atlas Brown,Inc.
INCREASED
Shares12,145 from 12,130
Change+15 (+0%)
Value$4 (-$5)
Filed 2022-04-14
Orion Capital Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$4 (-$5)
Filed 2022-05-11
Squarepoint Ops LLC
NEW
Shares11,597
Change+11,597
Value$4
Filed 2022-05-16
Linscomb Wealth, Inc.
NEW
Shares10,000
Change+10,000
Value$3
Filed 2022-05-17
Integrated Advisors Network LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$3 (-$4)
Filed 2022-05-02
Ogorek Anthony Joseph
UNCHANGED
Shares9,636 from 9,636
Change0 (0%)
Value$2 (-$4)
Filed 2022-04-26
Accel Wealth Management
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$2 (-$3)
Filed 2022-04-29
Logan Capital Management Inc
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$2 (-$2)
Filed 2022-05-16
Rockefeller Capital Management L.P.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1 (-$3)
Filed 2022-05-13
Northwestern Mutual Wealth Management Co
UNCHANGED
Shares4,385 from 4,385
Change0 (0%)
Value$1 (-$2)
Filed 2022-05-09
Prospera Financial Services Inc
NEW
Shares4,000
Change+4,000
Value$1
Filed 2022-05-04
Simplex Trading, LLC
NEW
Shares1,470
Change+1,470
Value$0
Filed 2022-05-02
Royal Bank of Canada
INCREASED
Shares1,000 from 350
Change+650 (+186%)
Value$0 ($0)
Filed 2022-05-16
Citigroup Inc
NEW
Shares779
Change+779
Value$0
Filed 2022-05-12
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$0 ($0)
Filed 2022-05-11
Allworth Financial LP
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$0 ($0)
Filed 2022-04-22
Global Retirement Partners, LLC
NEW
Shares10
Change+10
Value$0
Filed 2022-07-14
Fuller & Thaler Asset Management, Inc.
CLOSED
Shares0 from 709,810
Change-709,810 (-100%)
Value$0 (-$509)
Filed 2022-05-13
Sabby Management, LLC
CLOSED
Shares0 from 468,999
Change-468,999 (-100%)
Value$0 (-$336)
Filed 2022-05-16
Virtu Financial LLC
CLOSED
Shares0 from 315,624
Change-315,624 (-100%)
Value$0 (-$226)
Filed 2022-05-17
First Eagle Investment Management, LLC
CLOSED
Shares0 from 95,504
Change-95,504 (-100%)
Value$0 (-$68)
Filed 2022-05-11
Dfpg Investments, Inc.
CLOSED
Shares0 from 64,000
Change-64,000 (-100%)
Value$0 (-$47)
Filed 2022-04-22
Jane Street Group, LLC
CLOSED
Shares0 from 43,933
Change-43,933 (-100%)
Value$0 (-$31)
Filed 2022-05-17
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 41,383
Change-41,383 (-100%)
Value$0 (-$30)
Filed 2024-01-04
Optiver Holding B.V.
CLOSED
Shares0 from 27,405
Change-27,405 (-100%)
Value$0 (-$30)
Filed 2022-05-16
Engineers Gate Manager LP
CLOSED
Shares0 from 23,336
Change-23,336 (-100%)
Value$0 (-$17)
Filed 2022-05-16
Calton & Associates, Inc.
CLOSED
Shares0 from 23,168
Change-23,168 (-100%)
Value$0 (-$16)
Filed 2022-04-26
XTX Topco Ltd
CLOSED
Shares0 from 17,338
Change-17,338 (-100%)
Value$0 (-$12)
Filed 2022-05-13
Zebra Capital Management, LLC
CLOSED
Shares0 from 16,777
Change-16,777 (-100%)
Value$0 (-$12)
Filed 2022-05-16
HRT Financial LP
CLOSED
Shares0 from 11,719
Change-11,719 (-100%)
Value$0 (-$8)
Filed 2022-05-16
Bank of America Corp
CLOSED
Shares0 from 11,178
Change-11,178 (-100%)
Value$0 (-$8)
Filed 2022-06-07
Connor, Clark & Lunn Investment Management Ltd.
CLOSED
Shares0 from 10,741
Change-10,741 (-100%)
Value$0 (-$8)
Filed 2022-05-12
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 10,600
Change-10,600 (-100%)
Value$0 (-$4)
Filed 2022-05-20
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 4,300
Change-4,300 (-100%)
Value$0 (-$3)
Filed 2022-05-16
Eaton Vance Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$1)
Filed 2022-05-16
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-05-09
Status
Stonepine Capital Management, LLC
NEW7,375,678—+7,375,678——$2.2K—2022-05-16
State Street Corp
INCREASED6,064,0785,789,342+274,736+5%$4.1K$1.8K-$2.3K2022-05-16
Vanguard Group Inc
DECREASED4,597,0285,762,013-1,164,985-20%$4.1K$1.4K-$2.7K2022-05-13
Cooperman Leon G
INCREASED3,750,0003,326,000+424,000+13%$2.4K$1.1M+$1.1M2023-08-31
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED3,187,9183,296,922-109,004-3%$2.6K$970-$1.6K2022-05-09
Alyeska Investment Group, L.P.
NEW2,100,000—+2,100,000——$639—2022-05-17
Eversept Partners, LP
DECREASED1,573,8023,837,486-2,263,684-59%$2.7M$478.9K-$2.3M2023-11-08
BlackRock Inc.
NEW1,562,618—+1,562,618——$476—2022-05-12
Atria Wealth Solutions, Inc.
NEW1,149,850—+1,149,850——$350—2022-05-16
Dimensional Fund Advisors LP
DECREASED1,063,8842,270,272-1,206,388-53%$1.6K$324-$1.3K2022-05-13
Geode Capital Management, LLC
INCREASED1,035,558988,756+46,802+5%$708$315-$3932022-05-13
D. E. Shaw & Co., Inc.
NEW1,020,712—+1,020,712——$311—2022-05-16
HighTower Advisors, LLC
INCREASED1,003,500803,500+200,000+25%$576$305-$2712022-05-12
Morgan Stanley
INCREASED950,762948,470+2,292+0%$679$289-$3902022-10-27
GSA Capital Partners LLP
INCREASED950,24758,107+892,140+1535%$42$289+$2472022-05-11
Renaissance Technologies LLC
NEW593,755—+593,755——$181—2022-05-13
Millennium Management LLC
NEW586,458—+586,458——$178—2022-05-16
Dafna Capital Management LLC
UNCHANGED579,710579,71000%$415$176-$2392022-05-16
Silvercrest Asset Management Group LLC
NEW510,000—+510,000——$155—2022-05-16
Verition Fund Management LLC
INCREASED459,560148,884+310,676+209%$107$140+$332022-06-02
Northern Trust Corp
INCREASED358,662234,607+124,055+53%$168$109-$592022-05-13
Citadel Advisors LLC
DECREASED275,633349,526-73,893-21%$250$83-$1672022-05-16
Group One Trading LLC
INCREASED249,066159,866+89,200+56%$115$76-$392022-05-12
Price T Rowe Associates Inc
UNCHANGED246,700246,70000%$177$75-$1022022-05-16
Raymond James Financial Services Advisors, Inc.
INCREASED227,235226,985+250+0%$163$69-$942022-05-11
UBS Group AG
DECREASED202,212221,657-19,445-9%$159$62-$972022-05-16
Kestra Advisory Services, LLC
INCREASED201,650194,500+7,150+4%$139$61-$782022-07-20
Wells Fargo & Company
INCREASED201,150130,804+70,346+54%$94$61-$332022-05-16
Waypoint Capital Advisors, LLC
NEW159,809—+159,809——$40—2022-04-19
Susquehanna International Group, LLP
DECREASED144,029146,002-1,973-1%$104$44-$602022-05-16
Global Trust Asset Management, LLC
INCREASED136,00091,000+45,000+49%$65$41-$242022-04-15
Summit Trail Advisors, LLC
NEW120,000—+120,000——$37—2022-05-16
Bank of New York Mellon Corp
UNCHANGED119,495119,49500%$86$36-$502022-05-11
Goldman Sachs Group Inc
DECREASED68,69980,767-12,068-15%$58$21-$372022-05-16
Assenagon Asset Management S.A.
NEW64,552—+64,552——$20—2022-04-25
Yakira Capital Management, Inc.
UNCHANGED63,79563,79500%$46$19-$272022-05-12
Stifel Financial Corp
INCREASED63,03720,000+43,037+215%$14$19+$52022-05-13
Two Sigma Securities, LLC
NEW55,344—+55,344——$17—2022-05-16
Focus Partners Advisor Solutions, LLC
NEW50,000—+50,000——$15—2022-05-10
Atwater Malick LLC
NEW50,000—+50,000——$15—2022-04-08
Warberg Asset Management LLC
NEW50,000—+50,000——$15—2022-05-13
Acorn Wealth Advisors, LLC
INCREASED49,10022,250+26,850+121%$16$15-$12022-05-03
Osaic Holdings, Inc.
INCREASED45,01344,013+1,000+2%$32$14-$182022-05-04
Russell Investments Group, Ltd.
UNCHANGED42,50042,50000%$30$12-$182022-05-05
Gabelli Funds LLC
INCREASED39,00035,000+4,000+11%$25$12-$132022-05-18
Two Sigma Advisers, LP
DECREASED37,90047,700-9,800-21%$34$12-$222022-05-16
Rafferty Asset Management, LLC
DECREASED37,84160,046-22,205-37%$43$12-$312022-05-13
Envestnet Asset Management Inc
UNCHANGED37,08037,08000%$27$11-$162022-05-04
Cetera Advisor Networks LLC
UNCHANGED29,40029,40000%$21$9-$122022-05-12
Victory Capital Management Inc
INCREASED23,30617,212+6,094+35%$12$4-$82022-05-04
Old Mission Capital LLC
NEW19,944—+19,944——$6—2022-05-13
Traynor Capital Management, Inc.
UNCHANGED19,83119,83100%$14$6-$82022-04-13
Koss-Olinger Consulting, LLC
INCREASED19,27211,508+7,764+67%$8$6-$22022-05-06
Teton Advisors, Inc.
UNCHANGED18,00018,00000%$13$5-$82022-05-18
MML Investors Services, LLC
UNCHANGED17,00017,00000%$12$5-$72022-05-13
Spire Wealth Management
UNCHANGED16,91816,91800%$12$5-$72022-04-18
Principal Financial Group Inc
DECREASED15,79516,685-890-5%$12$5-$72022-05-09
Central Trust Co
DECREASED14,88129,762-14,881-50%$21$5-$162022-05-03
Tower Research Capital LLC (TRC)
NEW14,832—+14,832——$5—2022-05-12
Octavia Wealth Advisors, LLC
NEW14,813—+14,813——$5—2022-04-20
Atlas Brown,Inc.
INCREASED12,14512,130+15+0%$9$4-$52022-04-14
Orion Capital Management LLC
UNCHANGED12,00012,00000%$9$4-$52022-05-11
Squarepoint Ops LLC
NEW11,597—+11,597——$4—2022-05-16
Linscomb Wealth, Inc.
NEW10,000—+10,000——$3—2022-05-17
Integrated Advisors Network LLC
UNCHANGED10,00010,00000%$7$3-$42022-05-02
Ogorek Anthony Joseph
UNCHANGED9,6369,63600%$6$2-$42022-04-26
Accel Wealth Management
UNCHANGED7,0007,00000%$5$2-$32022-04-29
Logan Capital Management Inc
UNCHANGED6,1006,10000%$4$2-$22022-05-16
Rockefeller Capital Management L.P.
UNCHANGED6,0006,00000%$4$1-$32022-05-13
Northwestern Mutual Wealth Management Co
UNCHANGED4,3854,38500%$3$1-$22022-05-09
Prospera Financial Services Inc
NEW4,000—+4,000——$1—2022-05-04
Simplex Trading, LLC
NEW1,470—+1,470——$0—2022-05-02
Royal Bank of Canada
INCREASED1,000350+650+186%$0$0$02022-05-16
Citigroup Inc
NEW779—+779——$0—2022-05-12
Patriot Financial Group Insurance Agency, LLC
UNCHANGED10010000%$0$0$02022-05-11
Allworth Financial LP
UNCHANGED10010000%$0$0$02022-04-22
Global Retirement Partners, LLC
NEW10—+10——$0—2022-07-14
Fuller & Thaler Asset Management, Inc.
CLOSED0709,810-709,810-100%$509$0-$5092022-05-13
Sabby Management, LLC
CLOSED0468,999-468,999-100%$336$0-$3362022-05-16
Virtu Financial LLC
CLOSED0315,624-315,624-100%$226$0-$2262022-05-17
First Eagle Investment Management, LLC
CLOSED095,504-95,504-100%$68$0-$682022-05-11
Dfpg Investments, Inc.
CLOSED064,000-64,000-100%$47$0-$472022-04-22
Jane Street Group, LLC
CLOSED043,933-43,933-100%$31$0-$312022-05-17
Charles Schwab Investment Management Inc
CLOSED041,383-41,383-100%$30$0-$302024-01-04
Optiver Holding B.V.
CLOSED027,405-27,405-100%$30$0-$302022-05-16
Engineers Gate Manager LP
CLOSED023,336-23,336-100%$17$0-$172022-05-16
Calton & Associates, Inc.
CLOSED023,168-23,168-100%$16$0-$162022-04-26
XTX Topco Ltd
CLOSED017,338-17,338-100%$12$0-$122022-05-13
Zebra Capital Management, LLC
CLOSED016,777-16,777-100%$12$0-$122022-05-16
HRT Financial LP
CLOSED011,719-11,719-100%$8$0-$82022-05-16
Bank of America Corp
CLOSED011,178-11,178-100%$8$0-$82022-06-07
Connor, Clark & Lunn Investment Management Ltd.
CLOSED010,741-10,741-100%$8$0-$82022-05-12
Chicago Partners Investment Group LLC
CLOSED010,600-10,600-100%$4$0-$42022-05-20
Elmwood Wealth Management, Inc.
CLOSED04,300-4,300-100%$3$0-$32022-05-16
Eaton Vance Management
CLOSED01,000-1,000-100%$1$0-$12022-05-16
Proequities, Inc.
UNCHANGED000—$0$0$02022-05-09
Showing 96 of 96 institutions