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Surgery Partners
SGRY

Overview Fund Activity

179 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$74.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$302M
3
DM
3
Deerfield Management
New York
$95.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$29.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$566M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Invesco
2
Invesco
Georgia
$69.1M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
76
Tranquility Partners
Tennessee
$1.72M – – –
TI
77
Trexquant Investment
Connecticut
$1.6M +$1.29M +43,112 +403%
CAM
78
ClariVest Asset Management
California
$1.58M -$7.52K -252 -0.5%
TC
79
TwinBeech Capital
New York
$1.57M -$5.53M -185,436 -78%
Marshall Wace
80
Marshall Wace
United Kingdom
$1.53M +$1.53M +51,228 New
HCA
81
Harbor Capital Advisors
Illinois
$1.4M +$1.4M +46,947 New
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.36M – – –
VOYA Investment Management
83
VOYA Investment Management
Georgia
$1.21M +$316K +10,585 +35%
MIM
84
MetLife Investment Management
New Jersey
$1.19M – – –
Squarepoint
85
Squarepoint
New York
$1.18M +$620K +20,785 +112%
Two Sigma Investments
86
Two Sigma Investments
New York
$1.17M -$964K -32,332 -45%
Wells Fargo
87
Wells Fargo
California
$1.14M +$153K +5,126 +16%
AIG
88
American International Group
New York
$1.11M -$9.58K -321 -0.9%
Assenagon Asset Management
89
Assenagon Asset Management
Luxembourg
$974K – – –
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$965K +$531K +17,808 +122%
BFM
91
Boothbay Fund Management
New York
$912K +$912K +30,566 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$864K +$153K +5,114 +21%
WB
93
WesBanco Bank
West Virginia
$766K +$766K +25,663 New
Russell Investments Group
94
Russell Investments Group
United Kingdom
$743K +$742K +24,868 +60,654%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$699K -$371K -11,837 -35%
Man Group
96
Man Group
United Kingdom
$690K +$690K +23,132 New
GCM
97
Graham Capital Management
Connecticut
$681K +$681K +22,814 New
RCMF
98
RK Capital Management (Florida)
Florida
$667K +$667K +22,352 New
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$630K +$111K +3,720 +21%
SPA
100
Sherbrooke Park Advisers
New York
$623K +$623K +20,891 New
2 3
4
5 6