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Surgery Partners
SGRY

Overview Fund Activity

119 hedge funds and large institutions have $2.55B invested in Surgery Partners in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
45
Reduced
37
Closed
21
Calls
$29.8M
Puts
$27.5M
Net Calls
+$2.34M
Net Calls Change
-$4.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$303M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$121M
3
Victory Capital Management
3
Victory Capital Management
Texas
$36.6M
4
Invesco
4
Invesco
Georgia
$54.9M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$36.5M

Top Sellers

1
KSCM
1
King Street Capital Management
New York
$0
2
Millennium Management
2
Millennium Management
New York
$14.5M
3
HPCM
3
Hein Park Capital Management
New York
$0
4
APM
4
Avidity Partners Management
Texas
$0
5
EGI
5
EAM Global Investors
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$94K +$882 +20 +0.9%
Canada Life
102
Canada Life
Manitoba, Canada
$83K +$34K +772 +69%
TRCT
103
Tower Research Capital (TRC)
New York
$74K +$50.4K +1,133 +213%
DWA
104
Dorsey Wright & Associates
California
$73.1K +$42K +948 +135%
Group One Trading
105
Group One Trading
Illinois
$67K +$52.9K +1,200 +376%
QCG
106
Quadrant Capital Group
Ohio
$62K – – –
PFP
107
Pinnacle Financial Partners
Tennessee
$58K – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$55K – – –
TFS
109
TrustCore Financial Services
Tennessee
$51K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$20K +$3.23K +75 +19%
US Bancorp
111
US Bancorp
Minnesota
$11K – – –
IAIM
112
International Assets Investment Management
Florida
$11K +$5.5K +150 +100%
EVM
113
Eaton Vance Management
Massachusetts
$8K +$8K +172 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +145 New
ADIM
115
Alpha DNA Investment Management
Maryland
$3K +$3K +68 New
TWA
116
TCI Wealth Advisors
Arizona
$2K +$2K +46 New
NFG
117
Next Financial Group
Texas
$1K +$1K +17 New
EI
118
Ellevest Inc
New York
$1K +$1K +21 New
AIG
119
American International Group
New York
$667 +$87 +1,969 +15%
KSCM
120
King Street Capital Management
New York
– -$29M -1,000,000 Closed
HPCM
121
Hein Park Capital Management
New York
– -$19.4M -669,931 Closed
APM
122
Avidity Partners Management
Texas
– -$15.4M -531,000 Closed
Voloridge Investment Management
123
Voloridge Investment Management
Florida
– -$2.24M -77,131 Closed
Massachusetts Financial Services
124
Massachusetts Financial Services
Massachusetts
– -$1.86M -64,173 Closed
Ameriprise
125
Ameriprise
Minnesota
– -$842K -29,014 Closed
2 3 4
5
6