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Surgery Partners
SGRY

Overview Fund Activity

179 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$74.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$302M
3
DM
3
Deerfield Management
New York
$95.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$29.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$566M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Invesco
2
Invesco
Georgia
$69.1M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$12.6M +$3.16M +106,054 +34%
KCM
27
Kennedy Capital Management
Missouri
$12.5M -$3.55K -119 -0%
Bank of America
28
Bank of America
North Carolina
$11.8M +$1.39M +46,506 +13%
Morgan Stanley
29
Morgan Stanley
New York
$11.7M -$14.2M -474,388 -55%
CHCM
30
Columbus Hill Capital Management
New Jersey
$11.6M +$11.6M +387,392 New
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$10.9M +$10.9M +366,455 New
PC
32
Pier Capital
Connecticut
$10.7M +$2.75M +92,072 +35%
Walleye Capital
33
Walleye Capital
New York
$10.3M +$1.04M +34,970 +11%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$10.1M +$1.43M +48,100 +17%
American Century Companies
35
American Century Companies
Missouri
$9.79M -$937K -31,423 -9%
PCM
36
Penn Capital Management
Pennsylvania
$9.45M +$9.45M +315,903 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$9.22M -$445K -14,913 -5%
SBH
38
Segall Bryant & Hamill
Illinois
$9.17M +$1.52M +50,797 +20%
RA
39
Royce & Associates
New York
$8.59M +$8.59M +288,036 New
ECM
40
ExodusPoint Capital Management
New York
$7.03M +$7.03M +235,791 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$6.43M +$5.52M +184,993 +603%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$5.93M -$90.5K -3,035 -2%
SGH
43
Sivik Global Healthcare
Connecticut
$5.67M -$298K -10,000 -5%
UBS Group
44
UBS Group
Switzerland
$5.58M +$5.56M +186,351 +21,949%
AAP
45
Ardsley Advisory Partners
Connecticut
$5.52M +$149K +5,000 +3%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$5.3M -$1.72M -57,585 -24%
LOAMS
47
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.22M +$746K +25,000 +17%
MF
48
Magnetar Financial
Illinois
$4.94M +$4.13M +138,415 +512%
DCM
49
Dimension Capital Management
Florida
$4.92M +$537K +18,000 +12%
Barclays
50
Barclays
United Kingdom
$4.75M -$1.84M -61,582 -28%
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