SGRY icon

Surgery Partners
SGRY

Overview Fund Activity

168 hedge funds and large institutions have $5.98B invested in Surgery Partners in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
74
Reduced
36
Closed
21
Calls
$24.4M
Puts
$10M
Net Calls
+$14.4M
Net Calls Change
+$20M

Top Buyers

1
BlackRock
1
BlackRock
New York
$242M
2
Goldman Sachs
2
Goldman Sachs
New York
$43M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$70M
4
American Century Companies
4
American Century Companies
Missouri
$37.8M
5
Invesco
5
Invesco
Georgia
$148M

Top Sellers

1
APM
1
Avidity Partners Management
Texas
$70M
2
HRCM
2
Hood River Capital Management
Florida
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$293M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$236M
5
ITP
5
Iron Triangle Partners
Connecticut
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$14.3M +$8.64M +192,131 +153%
Bank of America
27
Bank of America
North Carolina
$14.1M +$208K +4,614 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$13.5M +$2.83M +62,839 +27%
UBS AM
29
UBS AM
Illinois
$13.4M – – –
PC
30
Pier Capital
Connecticut
$12.2M +$2.05M +45,532 +20%
IHAM
31
Integral Health Asset Management
New York
$11.2M +$5.76M +128,000 +105%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$11.1M +$3.94M +87,510 +55%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$10.1M +$8.5M +188,896 +516%
LCG
34
Lisanti Capital Growth
New York
$10.1M +$5.96M +132,545 +144%
AllianceBernstein
35
AllianceBernstein
Tennessee
$9.39M +$4.23M +94,014 +82%
CCP
36
Clough Capital Partners
Massachusetts
$9.08M +$2.34M +52,100 +35%
SBH
37
Segall Bryant & Hamill
Illinois
$8.83M +$40.9K +908 +0.5%
KCM
38
Kennedy Capital Management
Missouri
$8.05M +$4.02M +89,245 +99%
EAM
39
Eagle Asset Management
Florida
$7.97M -$235K -5,216 -3%
SGH
40
Sivik Global Healthcare
Connecticut
$7.87M – – –
DCM
41
Dimension Capital Management
Florida
$7.25M – – –
AAP
42
Ardsley Advisory Partners
Connecticut
$7.2M -$450K -10,000 -6%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.79M +$238K +5,300 +4%
CM
44
Castleark Management
Illinois
$6.34M +$6.34M +140,990 New
Citadel Advisors
45
Citadel Advisors
Florida
$5.5M -$6.72M -149,295 -55%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$5.23M +$1.19M +26,500 +30%
BMSSC
47
B. Metzler seel. Sohn & Co
Germany
$4.98M +$2.66M +59,036 +115%
TI
48
Trexquant Investment
Connecticut
$4.96M -$1.39M -30,826 -22%
HIM
49
Hillsdale Investment Management
Ontario, Canada
$4.93M +$4.93M +109,580 New
RI
50
Redwood Investments
Massachusetts
$4.9M +$4.9M +108,818 New
1
2
3 4 5