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Surgery Partners
SGRY

Overview Fund Activity

151 hedge funds and large institutions have $4.48B invested in Surgery Partners in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-10
Holders Change %
-6.21%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
63
Reduced
40
Closed
29
Calls
$495K
Puts
$6.15M
Net Calls
-$5.65M
Net Calls Change
-$6.44M

Top Buyers

1
Invesco
1
Invesco
Georgia
$99.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$652M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$32.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$12.3M

Top Sellers

1
ITP
1
Iron Triangle Partners
Connecticut
$28.1M
2
DCP
2
Durable Capital Partners
Maryland
$188M
3
LP
3
LMR Partners
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
CC
5
Cannell & Co
New York
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$769K – – –
ASRS
77
Arizona State Retirement System
Arizona
$673K +$17.7K +513 +3%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$658K -$6.38K -185 -1%
WB
79
WesBanco Bank
West Virginia
$574K – – –
SG Americas Securities
80
SG Americas Securities
New York
$539K +$371K +10,758 +221%
WLPWM
81
Walled Lake Planning & Wealth Management
Illinois
$539K +$539K +15,632 New
Wells Fargo
82
Wells Fargo
California
$502K +$360K +10,453 +254%
ZIM
83
Zacks Investment Management
Illinois
$489K +$689 +20 +0.1%
CS
84
Candriam SCA
Luxembourg
$481K +$481K +15,145 New
PAM
85
Panagora Asset Management
Massachusetts
$430K – – –
VRS
86
Virginia Retirement Systems
Virginia
$403K +$128K +3,700 +46%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$374K +$374K +10,860 New
UBS Group
88
UBS Group
Switzerland
$364K +$177K +5,121 +94%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$363K – – –
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$359K +$102K +2,948 +39%
PAIA
91
Park Avenue Institutional Advisers
New York
$356K – – –
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$338K -$117K -3,391 -26%
Ameriprise
93
Ameriprise
Minnesota
$317K -$1.79K -52 -0.6%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$314K +$73.8K +2,142 +31%
CC
95
Cipher Capital
New York
$311K -$9.82K -285 -3%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$297K -$19.8K -574 -6%
Jane Street
97
Jane Street
New York
$291K -$413K -11,981 -59%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$278K +$278K +8,054 New
PAMS
99
Pictet Asset Management (Switzerland)
Switzerland
$277K – – –
WAM
100
Watershed Asset Management
California
$276K -$66.2K -1,921 -19%
2 3
4
5 6