Holocene Advisors

Holocene Advisors’s Surgery Partners SGRY Stock Holding History

Holocene Advisors’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	122,258 +75,355	+161%	+$1.08M	﹤0.01%	627
2025 Q4	$725K	Buy	46,903 +16,150	+53%	+$297K	﹤0.01%	636
2025 Q3	$665K	Sell	30,753 -58,180	-65%	-$1.3M	﹤0.01%	661
2025 Q2	$1.98M	Buy	88,933 +19,139	+27%	+$425K	﹤0.01%	570
2025 Q1	$1.66M	Sell	69,794 -17,717	-20%	-$419K	﹤0.01%	574
2024 Q4	$1.85M	Sell	87,511 -43,993	-33%	-$1.15M	0.01%	586
2024 Q3	$4.24M	Buy	131,504 +33,680	+34%	+$995K	0.02%	403
2024 Q2	$2.33M	Sell	97,824 -13,844	-12%	-$355K	0.01%	478
2024 Q1	$3.33M	Buy	111,668 +30,509	+38%	+$954K	0.01%	489
2023 Q4	$2.6M	Sell	81,159 -52,706	-39%	-$1.53M	0.01%	485
2023 Q3	$3.92M	Buy	133,865 +66,863	+100%	+$2.4M	0.02%	429
2023 Q2	$3.01M	Buy	+67,002	New	+$2.56M	0.01%	460

Other funds holding SGRY

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM