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Surgery Partners
SGRY

Overview Fund Activity

98 hedge funds and large institutions have $558M invested in Surgery Partners in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
24
Reduced
30
Closed
15
Calls
$648K
Puts
$274K
Net Calls
+$374K
Net Calls Change
+$359K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$9.95M
2
ITP
2
Iron Triangle Partners
Connecticut
$7.83M
3
WCM Investment Management
3
WCM Investment Management
California
$5.11M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.76M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.32M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$760K
4
RA
4
Royce & Associates
New York
$10.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$95K 8,264 +5,795 +235%
UBS Group
77
UBS Group
Switzerland
$90K 7,770 -7,457 -49%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$81K 7,010 -9,146 -57%
NIT
79
NumerixS Investment Technologies
British Columbia, Canada
$71K 6,100 +6,100 New
Legal & General Group
80
Legal & General Group
United Kingdom
$60K 5,165 +430 +9%
TRCT
81
Tower Research Capital (TRC)
New York
$52K 4,438 +4,438 New
TFS
82
TrustCore Financial Services
Tennessee
$42K 3,645 – –
CMBA
83
C.M. Bidwell & Associates
Hawaii
$40K 3,460 +3,460 New
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$29K 2,535 – –
AIP
85
Ameritas Investment Partners
Nebraska
$24K 2,112 – –
PFP
86
Pinnacle Financial Partners
Tennessee
$23K 2,000 – –
QCG
87
Quadrant Capital Group
Ohio
$16K 1,393 – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$15K 1,260 +275 +28%
Canada Life
89
Canada Life
Manitoba, Canada
$13K 1,114 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$9K 770 -58 -7%
VFA
91
Valeo Financial Advisors
Indiana
$9K 740 – –
QT
92
Quantbot Technologies
New York
$7K 640 +640 New
BFEC
93
Benjamin F. Edwards & Company
Missouri
$6K 500 -500 -50%
IA
94
IFP Advisors
Florida
$6K 500 – –
MAM
95
Meeder Asset Management
Ohio
$5K 382 -373 -49%
Osaic Holdings
96
Osaic Holdings
Arizona
$2K 208 – –
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$1K 57 +57 New
S
98
SignatureFD
Georgia
$1K 78 +78 New
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
– – -195,992 Closed
Renaissance Technologies
100
Renaissance Technologies
New York
– – -192,068 Closed
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