Signify Health Inc (SGFY) Ownership

30.50 ↑0.01 (0.02%)

As of March 28, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. is the biggest individual institutional holder of Signify Health Inc (SGFY), owning a total of 139.6 million shares. Combined, the top 40 institutional holders of SGFY own 154.13% of the company with a total of 364.1 million shares.

In the latest ownership report on December 31st 2022, the top 40 institutional holders increased their combined ownership of SGFY by 15.1 million shares. 18 institutions bought 18,239,543 total additional shares and increased their ownership by an average of 111.88%. However 10 institutions sold 3,165,066 total shares and decreased their ownership by an average of 13.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Signify Health increased by a net total of 15,074,477 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
New Mountain Capital, L.L.C.	59.031%	0.000%	139,614,806	0	2022-12-31
Fidelity International Ltd	3.018%	43.147%	7,138,739	2,151,739	2022-12-31
Vanguard Group Inc	2.920%	7.044%	6,907,005	454,504	2022-12-31
Farallon Capital Management, L.L.C.	1.670%	1,028.570%	3,950,000	3,600,000	2022-12-31
BlackRock Inc	1.418%	11.256%	3,354,039	339,331	2022-12-31
Eckert Corp	1.265%	76.494%	2,991,577	1,296,577	2022-12-31
Soros Fund Management LLC	1.195%	0.000%	2,825,466	2,825,466	2022-12-31
Frontier Capital Management CO Inc	1.161%	-3.304%	2,746,064	-93,824	2022-12-31
Omni Event Management Ltd	1.019%	-12.853%	2,410,487	-355,507	2022-12-31
Goldman Sachs Group Inc	0.968%	4.778%	2,289,299	104,389	2022-12-31
Westchester Capital Management LLC	0.939%	343.644%	2,220,552	1,720,026	2022-12-31
JPMorgan Chase & Co	0.901%	184.724%	2,130,569	1,382,277	2022-12-31
Pentwater Capital Management LP	0.863%	139.682%	2,040,000	1,188,873	2022-12-31
Deutsche Bank AG	0.782%	-34.011%	1,848,707	-952,828	2022-12-31
Magnetar Financial LLC	0.768%	-34.409%	1,815,229	-952,247	2022-12-31
Cnh Partners, LLC	0.624%	-2.765%	1,476,470	-41,987	2022-12-31
State Street Corporation	0.512%	4.771%	1,211,844	55,184	2022-12-31
NORGES BANK	0.509%	0.000%	1,204,631	1,204,631	2022-12-31
AllianceBernstein L.P.	0.494%	2.778%	1,167,796	31,569	2022-12-31
Water Island Capital LLC	0.462%	-1.567%	1,091,689	-17,376	2022-12-31
Melqart Asset Management (UK) Ltd.	0.450%	70.895%	1,064,747	441,706	2022-12-31
Principal Financial Group Inc	0.428%	-40.795%	1,012,001	-697,312	2022-12-31
First Trust Advisors L.P.	0.426%	12.396%	1,008,250	111,200	2022-12-31
ARP AMERICAS LLC	0.401%	-5.369%	949,396	-53,863	2022-12-31
Geode Capital Management, LLC	0.396%	11.029%	935,633	92,941	2022-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	0.388%	0.000%	916,953	916,953	2022-12-31
Natixis SA	0.324%	72.677%	765,477	322,177	2022-12-31
Bank of Montreal	0.321%	-0.008%	759,925	-61	2022-12-31
BMO Capital Markets Corp.	0.321%	-0.008%	759,925	-61	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.	59.172%	0.000%	139,614,806	0	2022-06-30
New Mountain Capital, L.L.C.	59.031%	0.000%	139,614,806	0	2022-12-31
Fidelity International Ltd	3.018%	43.147%	7,138,739	2,151,739	2022-12-31
Vanguard Group Inc	2.920%	7.044%	6,907,005	454,504	2022-12-31
Nikko Asset Management Americas Inc	2.205%	-2.570%	5,203,195	-137,229	2022-06-30
Millennium Management LLC	1.676%	17.990%	3,954,544	602,947	2022-06-30
Farallon Capital Management, L.L.C.	1.670%	1,028.570%	3,950,000	3,600,000	2022-12-31
Citadel Advisors Llc	1.476%	11.264%	3,483,124	352,626	2022-06-30
BlackRock Inc	1.418%	11.256%	3,354,039	339,331	2022-12-31
Eckert Corp	1.265%	76.494%	2,991,577	1,296,577	2022-12-31
Soros Fund Management LLC	1.195%	0.000%	2,825,466	2,825,466	2022-12-31
Frontier Capital Management CO Inc	1.161%	-3.304%	2,746,064	-93,824	2022-12-31
Point72 Asset Management, L.P.	1.033%	88.768%	2,437,800	1,146,372	2022-06-30
Omni Event Management Ltd	1.019%	-12.853%	2,410,487	-355,507	2022-12-31
Goldman Sachs Group Inc	0.968%	4.778%	2,289,299	104,389	2022-12-31
Beryl Capital Management LLC	0.948%	0.000%	2,241,016	2,241,016	2022-09-30
Fred Alger Management, LLC	0.941%	747.665%	2,221,204	1,959,166	2022-09-30
Westchester Capital Management LLC	0.939%	343.644%	2,220,552	1,720,026	2022-12-31
Test Hedge Fund Mgmt	0.916%	0.000%	2,166,747	2,166,747	2022-09-30
JPMorgan Chase & Co	0.901%	184.724%	2,130,569	1,382,277	2022-12-31
ARK Investment Management LLC	0.888%	-90.422%	2,095,811	-19,786,600	2022-09-30
Pentwater Capital Management LP	0.863%	139.682%	2,040,000	1,188,873	2022-12-31
Deutsche Bank AG	0.782%	-34.011%	1,848,707	-952,828	2022-12-31
Magnetar Financial LLC	0.768%	-34.409%	1,815,229	-952,247	2022-12-31
Cnh Partners, LLC	0.624%	-2.765%	1,476,470	-41,987	2022-12-31
Bank of New York Mellon Corp	0.515%	374.101%	1,215,594	959,194	2022-09-30
State Street Corporation	0.512%	4.771%	1,211,844	55,184	2022-12-31
NORGES BANK	0.509%	0.000%	1,204,631	1,204,631	2022-12-31
AllianceBernstein L.P.	0.494%	2.778%	1,167,796	31,569	2022-12-31
Water Island Capital LLC	0.462%	-1.567%	1,091,689	-17,376	2022-12-31
Melqart Asset Management (UK) Ltd.	0.450%	70.895%	1,064,747	441,706	2022-12-31
Principal Financial Group Inc	0.428%	-40.795%	1,012,001	-697,312	2022-12-31
First Trust Advisors L.P.	0.426%	12.396%	1,008,250	111,200	2022-12-31
ARP AMERICAS LLC	0.401%	-5.369%	949,396	-53,863	2022-12-31
Geode Capital Management, LLC	0.396%	11.029%	935,633	92,941	2022-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	0.388%	0.000%	916,953	916,953	2022-12-31
Orbimed Advisors, LLC	0.381%	44.998%	900,000	279,300	2022-06-30
Natixis SA	0.324%	72.677%	765,477	322,177	2022-12-31
Bank of Montreal	0.321%	-0.008%	759,925	-61	2022-12-31
BMO Capital Markets Corp.	0.321%	-0.008%	759,925	-61	2022-12-31

Mutual Fund Ownership

Fidelity Canadian Large Cap Sr B is the biggest individual fund holder of Signify Health Inc (SGFY), owning a total of 3.7 million shares. Combined, the top 48 mutual fund holders of SGFY own 15.41% of the company with a total of 36.4 million shares.

In the latest ownership report on February 28th 2023, the top 48 fund holders increased their combined ownership of SGFY by 249 thousand shares. 7 funds bought 48,769 total additional shares and increased their ownership by an average of 3.21%. However 6 funds sold 297,516 total shares and decreased their ownership by an average of 6.15%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Signify Health decreased by a net total of -248,747 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.924%	0.000%	2,185,307	0	2023-02-28
Vanguard Small Cap Index	0.786%	0.458%	1,857,878	8,468	2023-02-28
BlackRock Event Driven Equity Instl	0.710%	0.000%	1,680,013	0	2023-02-28
Fidelity Canadian Large Cp Mlt Ast Bs O	0.592%	-15.152%	1,400,000	-250,000	2023-02-28
Vanguard Small Cap Growth Index Inv	0.455%	1.231%	1,076,490	13,088	2023-02-28
Vanguard Extended Market Index Investor	0.402%	0.974%	951,560	9,178	2023-02-28
IQ Merger Arbitrage ETF	0.351%	-0.328%	829,440	-2,726	2023-02-28
Arbitrage R	0.289%	0.000%	683,132	0	2023-02-28
First Trust Health Care AlphaDEX® ETF	0.185%	0.000%	437,246	0	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.172%	1.142%	407,308	4,600	2023-02-28
Fidelity® Extended Market Index	0.148%	0.287%	350,206	1,001	2023-02-28
Fidelity Balanced Private Pool Cl B	0.102%	-2.705%	240,911	-6,698	2023-02-28
CREF Stock R1	0.099%	0.000%	235,082	0	2023-02-28
AB Merger Arbitrage S1 USD	0.098%	0.000%	231,975	0	2023-02-28
Fidelity® Mid Cap Index	0.092%	1.179%	217,274	2,531	2023-02-28
AB Event Driven S1 USD	0.085%	-14.020%	201,857	-32,914	2023-02-28
TIAA-CREF Quant Sm/Md-Cp Eq Instl	0.060%	0.000%	141,845	0	2023-02-28
Fidelity Bal Income Private Pool Cl B	0.049%	-2.766%	114,860	-3,267	2023-02-28
AltShares Merger Arbitrage ETF	0.041%	-1.943%	96,469	-1,911	2023-02-28
Water Island Event-Driven Fund I	0.029%	17.192%	67,504	9,903	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Canadian Large Cap Sr B	1.577%	0.000%	3,728,739	0	2022-12-31
Vanguard Total Stock Mkt Idx Inv	0.924%	0.000%	2,185,307	0	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	0.913%	0.783%	2,158,525	16,776	2022-12-31
ARK Genomic Revolution	0.860%	-74.206%	2,033,682	-5,850,551	2022-09-30
Vanguard Small Cap Index	0.786%	0.458%	1,857,878	8,468	2023-02-28
The Merger Fund A	0.780%	338.414%	1,845,206	1,424,324	2022-12-31
BlackRock Event Driven Equity Instl	0.710%	0.000%	1,680,013	0	2023-02-28
Alger Small Cap Focus Composite	0.683%	0.000%	1,610,839	0	2022-11-30
Alger Small Cap Focus I	0.683%	0.000%	1,610,839	0	2022-11-30
Fidelity Canadian Large Cp Mlt Ast Bs O	0.592%	-15.152%	1,400,000	-250,000	2023-02-28
Fidelity Monthly Income Series F	0.503%	43.773%	1,190,424	362,438	2022-12-31
Vanguard Small Cap Growth Index Inv	0.455%	1.231%	1,076,490	13,088	2023-02-28
Vanguard Mid Cap Growth Inv	0.442%	-3.442%	1,044,526	-37,237	2023-01-31
Vanguard Extended Market Index Investor	0.402%	0.974%	951,560	9,178	2023-02-28
Fidelity Concntr Val Priv Pool Sr F	0.364%	0.000%	860,000	0	2022-12-31
MassMutual Mid Cap Growth R5	0.352%	-6.070%	831,620	-53,737	2022-12-31
IQ Merger Arbitrage ETF	0.351%	-0.328%	829,440	-2,726	2023-02-28
Fidelity Global Value Long/Short B	0.296%	0.000%	700,000	0	2022-12-31
Arbitrage R	0.289%	0.000%	683,132	0	2023-02-28
BrighthouseII Frontier Mid Cap Growth A	0.266%	-4.197%	629,026	-27,556	2022-12-31
Xtrackers S&P 500 Swap ETF 1C	0.267%	0.000%	628,811	628,811	2022-11-30
SEI Multi Strategy Alternatives F (SIMT)	0.255%	18,319.300%	603,599	600,322	2022-12-31
Xtrackers CSI300 Swap ETF 1C	0.216%	0.000%	511,118	511,118	2022-09-30
ARK Genomic Revolution ETF	0.189%	-5.432%	446,356	-25,640	2022-10-31
Calamos Market Neutral Income A	0.187%	0.000%	442,574	442,574	2022-12-31
First Trust Health Care AlphaDEX® ETF	0.185%	0.000%	437,246	0	2023-02-28
Principal SmallCap R5	0.180%	0.000%	423,900	0	2022-10-31
PGI U.S. Small Cap Equity	0.180%	49.103%	423,900	139,600	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.172%	1.142%	407,308	4,600	2023-02-28
Fidelity® Extended Market Index	0.148%	0.287%	350,206	1,001	2023-02-28
Fidelity Balanced Private Pool Cl B	0.102%	-2.705%	240,911	-6,698	2023-02-28
CREF Stock R1	0.099%	0.000%	235,082	0	2023-02-28
AB Merger Arbitrage S1 USD	0.098%	0.000%	231,975	0	2023-02-28
Fidelity® Mid Cap Index	0.092%	1.179%	217,274	2,531	2023-02-28
AB Event Driven S1 USD	0.085%	-14.020%	201,857	-32,914	2023-02-28
Fidelity NorthStar Sr F	0.085%	0.000%	200,000	0	2022-12-31
Man GLG Event Driven Alternative IN USD	0.080%	558.607%	190,232	161,348	2023-01-31
Russell 1000 Index Fund	0.079%	0.000%	187,762	0	2022-06-30
Fidelity Income Allocation Series A	0.074%	40.199%	174,109	49,922	2022-12-31
Picton Mahoney Fortified Arbtrg Pl Alt F	0.068%	9.511%	161,200	14,000	2022-12-31
Virtus Westchester Event-Driven Fd I	0.068%	378.943%	160,192	126,745	2022-12-31
TIAA-CREF Quant Sm/Md-Cp Eq Instl	0.060%	0.000%	141,845	0	2023-02-28
Fidelity Bal Income Private Pool Cl B	0.049%	-2.766%	114,860	-3,267	2023-02-28
AltShares Merger Arbitrage ETF	0.041%	-1.943%	96,469	-1,911	2023-02-28
Kieger Impact Healthcare A USD Acc	0.038%	0.000%	90,575	0	2022-10-31
Russell Personalized DI All Cap SMA	0.034%	14.066%	80,771	9,960	2022-12-31
Water Island Event-Driven Fund I	0.029%	17.192%	67,504	9,903	2023-02-28
AAC Multi Style Global S	0.022%	27.500%	51,000	11,000	2022-12-31