SGRY icon

Surgery Partners
SGRY

Overview Fund Activity

135 hedge funds and large institutions have $3.43B invested in Surgery Partners in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 26 closing their positions.

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
28
Increased
43
Reduced
41
Closed
26
Calls
$19.9M
Puts
$23M
Net Calls
-$3.04M
Net Calls Change
-$7.61M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$34.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$52.7M
3
UBS AM
3
UBS AM
Illinois
$17.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.8M
5
CA
5
CastleArk Alternatives
Illinois
$7.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.81M
2
LCG
2
Lisanti Capital Growth
New York
$1.24M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$107M
4
MS
4
Maven Securities
Jersey
$0
5
RA
5
Royce & Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$270K -$128K -3,015 -32%
Ameriprise
102
Ameriprise
Minnesota
$253K +$253K +5,975 New
CMBA
103
C.M. Bidwell & Associates
Hawaii
$246K +$186K +4,405 +311%
PP
104
Paloma Partners
Connecticut
$240K +$240K +5,666 New
AB
105
Amalgamated Bank
New York
$239K -$14.7K -347 -6%
CAM
106
Connacht Asset Management
New York
$232K +$43K +1,013 +23%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$228K -$2.45K -58 -1%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$223K +$223K +5,262 New
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$217K +$79.5K +1,881 +58%
Squarepoint
110
Squarepoint
New York
$209K +$16.5K +390 +9%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$203K +$203K +4,796 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$146K – – –
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$116K -$33.2K -784 -22%
AIP
114
Ameritas Investment Partners
Nebraska
$105K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$90K -$219K -5,186 -71%
PFP
116
Pinnacle Financial Partners
Tennessee
$85K – – –
Canada Life
117
Canada Life
Manitoba, Canada
$80K – – –
DWA
118
Dorsey Wright & Associates
California
$76K +$5.94K +140 +8%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$64K – – –
QCG
120
Quadrant Capital Group
Ohio
$59K – – –
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$53K – – –
Group One Trading
122
Group One Trading
Illinois
$49K +$16.9K +397 +53%
Osaic Holdings
123
Osaic Holdings
Arizona
$32K -$904K -21,685 -97%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$17K -$2.65K -64 -13%
US Bancorp
125
US Bancorp
Minnesota
$11K – – –
3 4
5
6 7