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Surgery Partners

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26%122.97% (+1.7%)

1% more funds holding

Funds holding: 180182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Whitefort Capital Management
New York
$10.9M +$4.47M +311,136 +52%
Raymond James Financial
27
Raymond James Financial
Florida
$9.51M +$1.39M +96,705 +14%
Victory Capital Management
28
Victory Capital Management
Texas
$9.06M -$106K -7,389 -1%
VM
29
Varde Management
Minnesota
$9M +$10.8M +755,438 New
Nomura Holdings
30
Nomura Holdings
Japan
$8.62M -$14.3M -996,919 -58%
ICM
31
Irenic Capital Management
New York
$8.48M +$8.99M +626,380 +740%
Northern Trust
32
Northern Trust
Illinois
$8.09M +$405K +28,218 +4%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.61M +$18.9K +1,317 +0.2%
Hudson Bay Capital Management
34
Hudson Bay Capital Management
Connecticut
$7.24M +$33.1K +2,307 +0.4%
DCM
35
Dimension Capital Management
Florida
$6.32M +$2.02M +140,484 +36%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$5.84M +$7.03M +489,576 New
Millennium Management
37
Millennium Management
New York
$5.05M +$5.9M +410,728 +3,132%
QOP
38
Quinn Opportunity Partners
Virginia
$4.93M
Citadel Advisors
39
Citadel Advisors
Florida
$4.79M -$2.7M -188,270 -32%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.9M +$2.74M +190,967 +131%
PC
41
Pier Capital
Connecticut
$3.84M -$37.1K -2,588 -0.8%
CC
42
Clearline Capital
New York
$3.74M +$1.64M +114,268 +57%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.59M -$108K -7,540 -2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$3.35M +$2.37M +164,994 +142%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$3.22M +$3.88M +270,153 New
SG Americas Securities
46
SG Americas Securities
New York
$3.08M -$4.43M -308,835 -54%
CC
47
Centiva Capital
New York
$2.52M +$872K +60,743 +40%
Invesco
48
Invesco
Georgia
$2.49M +$367K +25,561 +14%
RSCM
49
Rock Springs Capital Management
Maryland
$2.48M -$1.46M -102,000 -33%
CM
50
CastleKnight Management
New York
$2.39M