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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
SCM
51
Sirios Capital Management
Massachusetts
$2.37M +$2.12M +147,868 +289%
N
52
Nuveen
North Carolina
$1.99M +$15.1K +1,050 +0.6%
KCM
53
Kennedy Capital Management
Missouri
$1.87M -$848K -59,083 -27%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.83M +$24.4K +1,700 +1%
TWC
55
TD Waterhouse Canada
Ontario, Canada
$1.7M +$337K +23,514 +20%
Principal Financial Group
56
Principal Financial Group
Iowa
$1.68M +$274K +19,056 +16%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$1.67M -$160K -11,138 -7%
Holocene Advisors
58
Holocene Advisors
New York
$1.46M +$1.08M +75,355 +161%
WB
59
WesBanco Bank
West Virginia
$1.43M
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.36M
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.35M +$454K +31,599 +39%
EF
62
Empowered Funds
Pennsylvania
$1.29M -$760K -52,928 -33%
GF
63
Gabelli Funds
New York
$1.21M -$1.16M -80,700 -44%
BCM
64
Bridgeway Capital Management
Texas
$1.19M -$718K -50,000 -33%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.19M -$4.67K -325 -0.3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.17M +$169K +11,768 +14%
DFCM
67
Dark Forest Capital Management
Puerto Rico
$1.08M +$1.29M +90,198 New
TAL
68
TIG Advisors LLC
New York
$1.03M -$3.99M -278,161 -76%
QCM
69
Quantinno Capital Management
New York
$984K +$963K +67,095 +435%
WAM
70
Wolverine Asset Management
Illinois
$912K
Deutsche Bank
71
Deutsche Bank
Germany
$861K -$1.26M -87,679 -55%
Jane Street
72
Jane Street
New York
$856K -$3.09M -215,586 -75%
Corient Private Wealth
73
Corient Private Wealth
Florida
$855K +$1.03M +71,733 New
Legal & General Group
74
Legal & General Group
United Kingdom
$846K -$55.4K -3,863 -5%
TP
75
Tranquility Partners
Tennessee
$811K