Third Point LLC has opened a new $253.0M position in $SGI, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SGI.
$SGI Hedge Fund Activity
We have seen 188 institutional investors add shares of $SGI stock to their portfolio, and 160 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- THIRD POINT LLC added 3,000,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $252,990,000
- D1 CAPITAL PARTNERS L.P. removed 2,666,395 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $224,857,090
- WELLINGTON MANAGEMENT GROUP LLP removed 2,145,558 shares (-51.4%) from their portfolio in Q3 2025, for an estimated $180,934,906
- CENTERBRIDGE PARTNERS, L.P. removed 1,390,762 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $94,641,354
- INVESCO LTD. added 1,125,884 shares (+366.5%) to their portfolio in Q3 2025, for an estimated $94,945,797
- DAVIDSON KEMPNER CAPITAL MANAGEMENT LP removed 1,047,690 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $71,295,304
- MORGAN STANLEY removed 1,023,433 shares (-48.9%) from their portfolio in Q3 2025, for an estimated $86,306,104
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SGI Insider Trading Activity
$SGI insiders have traded $SGI stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $SGI stock by insiders over the last 6 months:
- BHASKAR RAO (EVP & Chief Financial Officer) has made 0 purchases and 3 sales selling 95,891 shares for an estimated $7,527,489.
- H CLIFFORD III BUSTER (CEO of Tempur Sealy) has made 0 purchases and 2 sales selling 92,226 shares for an estimated $7,148,115.
- DAVID MONTGOMERY (EVP Global Business Strategy) has made 0 purchases and 2 sales selling 76,008 shares for an estimated $4,991,987.
- CATHY R. GATES sold 6,016 shares for an estimated $522,478
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SGI Congressional Stock Trading
Members of Congress have traded $SGI stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SGI stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY sold up to $15,000 on 09/19.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SGI Analyst Ratings
Wall Street analysts have issued reports on $SGI in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 11/07/2025
- UBS issued a "Buy" rating on 11/07/2025
- Piper Sandler issued a "Overweight" rating on 09/15/2025
- Keybanc issued a "Overweight" rating on 07/24/2025
To track analyst ratings and price targets for $SGI, check out Quiver Quantitative's $SGI forecast page.
$SGI Price Targets
Multiple analysts have issued price targets for $SGI recently. We have seen 6 analysts offer price targets for $SGI in the last 6 months, with a median target of $98.5.
Here are some recent targets:
- Dan Silverstein from UBS set a target price of $110.0 on 11/07/2025
- Keith Hughes from Truist Securities set a target price of $105.0 on 11/07/2025
- Susan Maklari from Goldman Sachs set a target price of $83.0 on 10/13/2025
- Bradley Thomas from Keybanc set a target price of $97.0 on 09/19/2025
- Peter Keith from Piper Sandler set a target price of $100.0 on 09/15/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SGI ticker page for more data.
