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Surgery Partners
SGRY

Overview Fund Activity

164 hedge funds and large institutions have $3.94B invested in Surgery Partners in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 34 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
31
Increased
71
Reduced
41
Closed
34
Calls
$11.3M
Puts
$8.66M
Net Calls
+$2.62M
Net Calls Change
-$11.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$235M
2
DM
2
Deerfield Management
New York
$42.7M
3
Invesco
3
Invesco
Georgia
$105M
4
Goldman Sachs
4
Goldman Sachs
New York
$36.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.5M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$6.64M
2
ITP
2
Iron Triangle Partners
Connecticut
$0
3
IHAM
3
Integral Health Asset Management
New York
$0
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$8.95M +$3.71M +127,008 +71%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$8.78M -$508K -17,382 -5%
Bank of America
28
Bank of America
North Carolina
$8.52M -$639K -21,842 -7%
Barclays
29
Barclays
United Kingdom
$8.47M +$5.69M +194,658 +205%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$7.37M -$5.06M -172,974 -41%
Morgan Stanley
31
Morgan Stanley
New York
$7.16M -$2.91M -99,515 -29%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$6.64M -$40.8M -1,394,615 -86%
PC
33
Pier Capital
Connecticut
$6.49M -$1.43M -48,823 -18%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$6.08M +$3.19M +108,911 +110%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$5.98M +$5.44M +185,959 +1,007%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$5.77M +$2.37M +80,994 +70%
EAM
37
Eagle Asset Management
Florida
$5.72M +$545K +18,618 +11%
SBH
38
Segall Bryant & Hamill
Illinois
$5.7M -$36.8K -1,257 -0.6%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$5.49M +$5.47M +187,076 +26,275%
SGH
40
Sivik Global Healthcare
Connecticut
$5.12M – – –
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$4.9M +$2.35M +80,338 +92%
DCM
42
Dimension Capital Management
Florida
$4.89M +$172K +5,871 +4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.81M -$1.29M -44,109 -21%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.47M +$58.5K +2,000 +1%
AAP
45
Ardsley Advisory Partners
Connecticut
$4.39M -$293K -10,000 -6%
LOAMS
46
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.39M +$2.43M +83,224 +125%
CCP
47
Clough Capital Partners
Massachusetts
$4.03M -$1.87M -63,900 -32%
Holocene Advisors
48
Holocene Advisors
New York
$3.92M +$1.96M +66,863 +100%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.43M +$585K +19,994 +21%
CM
50
Castleark Management
Illinois
$3.39M -$730K -24,970 -18%
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