Signify Health is a leading healthcare platform that leverages advanced analytics, technology, and nationwide healthcare provider networks to create and power value-based payment programs. Signify Health's mission is to transform how care is paid for and delivered so that people can enjoy more healthy, happy days at home. Its solutions supports value-based payment programs by aligning financial incentives around outcomes, providing tools to health plans and healthcare organizations designed to assess and manage risk and identify actionable opportunities for improved patient outcomes, coordination and cost-savings. Through its platform, Signify Health coordinates a holistic suite of clinical, social, and behavioral services to address an individual’s healthcare needs and prevent adverse events that drive excess cost, all while shifting services towards the home.
Company profile
Ticker
SGFY
Exchange
Website
CEO
Bradford Kyle Armbrester
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Cure TopCo, LLC • Cure Intermediate 1, LLC • Cure Intermediate 2, LLC • Cure Intermediate 3, LLC • Signify Health, LLC • Signify Home & Community Care, LLC • Censeo Health LLC • TAV Health, LLC • Drynachan, LLC • SH Rx Holding, LLC ...
SGFY stock data
Latest filings (excl ownership)
25-NSE
Exchange delisting
29 Mar 23
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Mar 23
8-K
Termination of a Material Definitive Agreement
29 Mar 23
10-K
2022 FY
Annual report
27 Feb 23
10-Q
2022 Q3
Quarterly report
8 Nov 22
8-K
Submission of Matters to a Vote of Security Holders
1 Nov 22
8-K
Other Events
21 Oct 22
8-K
Other Events
20 Oct 22
DEFM14A
Proxy related to merger
30 Sep 22
DEFA14A
Additional proxy soliciting materials
21 Sep 22
Latest ownership filings
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
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| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
|---|---|---|---|---|
| Revenue | ||||
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 493.40 mm | 493.40 mm | 493.40 mm | 493.40 mm | 493.40 mm | 493.40 mm |
| Cash burn (monthly) | (no burn) | 15.43 mm | (no burn) | 7.63 mm | 1.80 mm | (no burn) |
| Cash used (since last report) | n/a | 46.56 mm | n/a | 23.04 mm | 5.43 mm | n/a |
| Cash remaining | n/a | 446.84 mm | n/a | 470.36 mm | 487.97 mm | n/a |
| Runway (months of cash) | n/a | 29.0 | n/a | 61.6 | 271.1 | n/a |
Institutional ownership, Q4 2022
| 13F holders | Current |
|---|---|
| Total holders | 204 |
| Opened positions | 47 |
| Closed positions | 51 |
| Increased positions | 74 |
| Reduced positions | 52 |
| 13F shares | Current |
|---|---|
| Total value | 6.12 tn |
| Total shares | 352.35 mm |
| Total puts | 1.08 mm |
| Total calls | 99.60 k |
| Total put/call ratio | 10.8 |
| Largest owners | Shares | Value |
|---|---|---|
| Mountain Investments V, L.L.C. New | 139.64 mm | $0.00 |
| New Mountain Capital, L.L.C. | 139.61 mm | $4.05 tn |
| FIL | 7.14 mm | $204.60 bn |
| Vanguard | 6.91 mm | $197.95 bn |
| BLK Blackrock | 3.35 mm | $96.13 bn |
| Alpine Associates Management | 2.99 mm | $85.74 bn |
| Soros Fund Management | 2.83 mm | $80.98 bn |
| Frontier Capital Management | 2.75 mm | $78.70 bn |
| Omni Event Management | 2.41 mm | $69.04 bn |
| GS Goldman Sachs | 2.29 mm | $65.61 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 29 Mar 23 | Taj J. Clayton | Class A Common Stock | Sale back to company | Dispose D | No | No | 0 | 35,657 | 0.00 | 0 |
| 29 Mar 23 | Taj J. Clayton | Class B Common Stock | Sale back to company | Dispose D | No | No | 0 | 24,173 | 0.00 | 0 |
| 29 Mar 23 | Taj J. Clayton | Class A Common Stock | Sale back to company | Dispose D | No | No | 0 | 14,672 | 0.00 | 35,657 |
| 29 Mar 23 | Taj J. Clayton | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 24,173 | 0.00 | 50,329 |
| 29 Mar 23 | Taj J. Clayton | LLC Units in Cure Aggregator, LLC Class A Common Stock | Conversion | Dispose C | No | No | 0 | 24,173 | 0.00 | 0 |
| 29 Mar 23 | Matthew S. Holt | Class A Common Stock | Sale back to company | Dispose D | No | No | 0 | 14,672 | 0.00 | 0 |
| 29 Mar 23 | Brandon H Hull | Class A Common Stock | Sale back to company | Dispose D | No | No | 0 | 21,816 | 0.00 | 0 |
| 29 Mar 23 | Brandon H Hull | Class A Common Stock | Sale back to company | Dispose D | Yes | No | 0 | 1,030,500 | 0.00 | 0 |
| 29 Mar 23 | Brandon H Hull | Class B Common Stock | Sale back to company | Dispose D | Yes | No | 0 | 1,030,500 | 0.00 | 0 |
| 29 Mar 23 | Brandon H Hull | Class A Common Stock | Sale back to company | Dispose D | No | No | 0 | 14,672 | 0.00 | 21,816 |
Press releases
CVS Health to Close Acquisition of Signify Health
27 Mar 23
Cardinal Health's Outcomes™ collaborates with Signify Health to offer in-home medication therapy management
6 Mar 23
Signify Health Announces Participation in New CMS Program to Support Providers in Rural and Underserved Communities
8 Feb 23
Signify Health and Prospect Medical Holdings Collaborate to Deliver Coordinated, High-Quality Care
11 Jan 23