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Surgery Partners
SGRY

Overview Fund Activity

174 hedge funds and large institutions have $4.33B invested in Surgery Partners in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
78
Reduced
46
Closed
23
Calls
$10.5M
Puts
$14.9M
Net Calls
-$4.4M
Net Calls Change
-$7.01M

Top Buyers

1
JFG
1
Jefferies Financial Group
New York
$146M
2
ITP
2
Iron Triangle Partners
Connecticut
$33.4M
3
BlackRock
3
BlackRock
New York
$200M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
TCP
5
ThornTree Capital Partners
Massachusetts
$20.7M

Top Sellers

1
BCI
1
Bain Capital Investors
Massachusetts
$1.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$586M
3
American Century Companies
3
American Century Companies
Missouri
$11.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$35.4M
5
RI
5
Redwood Investments
Massachusetts
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$14.9M -$2.25M -70,285 -13%
KCM
27
Kennedy Capital Management
Missouri
$13.4M +$3.61M +112,709 +37%
American Century Companies
28
American Century Companies
Missouri
$11.5M -$16.9M -528,622 -60%
Bank of America
29
Bank of America
North Carolina
$11.1M +$1.81M +56,636 +19%
MS
30
Maven Securities
Jersey
$10.6M +$10.6M +331,955 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$10.4M +$196K +6,130 +2%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$10.1M +$3.54M +110,664 +54%
Walleye Capital
33
Walleye Capital
New York
$9.96M +$8.69M +271,779 +688%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$9.32M +$3.01M +94,243 +48%
PC
35
Pier Capital
Connecticut
$8.49M +$1.39M +43,595 +20%
SBH
36
Segall Bryant & Hamill
Illinois
$8.2M +$1.97M +61,468 +32%
TC
37
TwinBeech Capital
New York
$7.61M +$7.61M +238,011 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$7.53M -$2.07M -64,828 -22%
Barclays
39
Barclays
United Kingdom
$7.07M -$2.2M -68,741 -24%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$6.45M -$1.61M -50,339 -20%
SGH
41
Sivik Global Healthcare
Connecticut
$6.4M +$800K +25,000 +14%
AllianceBernstein
42
AllianceBernstein
Tennessee
$6.38M +$1.12M +35,020 +21%
EAM
43
Eagle Asset Management
Florida
$5.96M -$305K -9,537 -5%
AAP
44
Ardsley Advisory Partners
Connecticut
$5.76M +$960K +30,000 +20%
Jane Street
45
Jane Street
New York
$5.3M +$4.17M +130,466 +370%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$5.08M -$1.58M -49,310 -24%
LOAMS
47
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.8M – – –
DCM
48
Dimension Capital Management
Florida
$4.71M -$640K -20,000 -12%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.39M -$505K -15,800 -10%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$3.7M +$638K +19,933 +21%
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