SGRY icon

Surgery Partners
SGRY

Overview Fund Activity

82 hedge funds and large institutions have $711M invested in Surgery Partners in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
33
Closed
15
Calls
$316K
Puts
$16K
Net Calls
+$300K
Net Calls Change
-$293K

Top Buyers

1
RG
1
Redmile Group
California
$9.26M
2
ECP
2
Elk Creek Partners
Colorado
$16M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.3M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$82.3M
5
BCM
5
Bridgeway Capital Management
Texas
$3.23M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.01M
3
Norges Bank
3
Norges Bank
Norway
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.46M
5
TCM
5
TimesSquare Capital Management
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
76
Valeo Financial Advisors
Indiana
$13K +$12K +678 +1,211%
IA
77
IFP Advisors
Florida
$7K – – –
B
78
Bridgeworth
Alabama
$7K +$7K +500 New
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$5K – – –
PIA
80
Piedmont Investment Advisors
North Carolina
$5K +$5K +323 New
TDC
81
Thompson Davis & Co
Virginia
$4K -$2K -125 -33%
AG
82
Advisor Group
Arizona
$1K – – –
Goldman Sachs
83
Goldman Sachs
New York
– -$7.87M -458,907 Closed
Norges Bank
84
Norges Bank
Norway
– -$4.98M -290,640 Closed
YCMGA
85
York Capital Management Global Advisors
New York
– -$3.23M -188,519 Closed
PCM
86
PAR Capital Management
Massachusetts
– -$2.37M -138,400 Closed
First Trust Advisors
87
First Trust Advisors
Illinois
– -$1.63M -95,223 Closed
CCM
88
Cerrano Capital Management
New York
– -$1.19M -69,385 Closed
BG
89
Bellevue Group
Switzerland
– -$532K -31,000 Closed
GCP
90
GSA Capital Partners
United Kingdom
– -$222K -12,929 Closed
ASN
91
Advisory Services Network
Georgia
– -$87K -5,096 Closed
DekaBank Deutsche Girozentrale
92
DekaBank Deutsche Girozentrale
Germany
– -$55K -3,290 Closed
CG
93
Cutler Group
California
– -$5K -300 Closed
QCG
94
Quadrant Capital Group
Ohio
– -$3K -198 Closed
PWM
95
Perigon Wealth Management
California
– -$2K -100 Closed
Citigroup
96
Citigroup
New York
– -$2K -97 Closed
1 2 3
4