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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
TD Asset Management
76
TD Asset Management
Ontario, Canada
$786K +$714K +49,740 +307%
VAM
77
Vanguard Asset Management
$699K +$842K +58,670 New
Cerity Partners
78
Cerity Partners
New York
$596K +$287K +20,019 +67%
MCM
79
Moore Capital Management
New York
$596K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$564K -$1.92M -134,032 -74%
MIM
81
MetLife Investment Management
New Jersey
$548K -$6.04K -421 -0.9%
Barclays
82
Barclays
United Kingdom
$538K -$2.9M -201,841 -82%
OGC
83
One68 Global Capital
New York
$536K +$301K +21,000 +88%
II
84
Inspire Investing
Idaho
$517K +$191K +13,336 +44%
First Trust Advisors
85
First Trust Advisors
Illinois
$486K +$585K +40,738 New
MP
86
Mangrove Partners
Connecticut
$471K +$567K +39,525 New
Wells Fargo
87
Wells Fargo
California
$458K -$761K -53,053 -58%
Mirae Asset Global ETFs Holdings
88
Mirae Asset Global ETFs Holdings
Hong Kong
$433K +$5.57K +388 +1%
LPL Financial
89
LPL Financial
California
$428K +$151K +10,537 +41%
IMC Chicago
90
IMC Chicago
Illinois
$378K +$455K +31,676 New
VGA
91
Vanguard Global Advisers
Pennsylvania
$353K +$425K +29,616 New
JF
92
Jump Financial
Illinois
$337K +$406K +28,295 New
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$336K +$5.15K +359 +1%
PCM
94
Prelude Capital Management
New York
$331K -$502K -35,000 -56%
SA
95
Sanctuary Advisors
Indiana
$323K -$20.3K -1,414 -5%
VC
96
VarCov Co
Connecticut
$312K +$376K +26,187 New
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$312K
AC
98
Aristeia Capital
Connecticut
$286K +$344K +23,981 New
SC
99
Shay Capital
New York
$280K -$323K -22,500 -49%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$279K