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Surgery Partners
SGRY

Overview Fund Activity

161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+23
Holders Change %
+16.67%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
73
Reduced
29
Closed
20
Calls
$7.92M
Puts
$7.13M
Net Calls
+$783K
Net Calls Change
-$2.89M

Top Buyers

1
BCI
1
Bain Capital Investors
Massachusetts
$1.62B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$189M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$512M
4
DCP
4
Durable Capital Partners
Maryland
$163M
5
APM
5
Avidity Partners Management
Texas
$86.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
PCH
2
Polar Capital Holdings
United Kingdom
$405K
3
CC
3
Cannell & Co
New York
$14.6M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
101
Cipher Capital
New York
$259K +$259K +9,312 New
Ameriprise
102
Ameriprise
Minnesota
$257K +$257K +9,237 New
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$256K +$256K +9,191 New
PAIA
104
Park Avenue Institutional Advisers
New York
$242K – – –
II
105
Inspire Investing
Idaho
$237K -$5.74K -206 -2%
FVWA
106
Foster Victor Wealth Advisors
South Carolina
$226K – – –
AB
107
Amalgamated Bank
New York
$224K +$50.9K +1,828 +29%
PAMS
108
Pictet Asset Management (Switzerland)
Switzerland
$224K +$224K +8,032 New
VRS
109
Virginia Retirement Systems
Virginia
$223K +$223K +8,000 New
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$220K +$220K +7,900 New
TFS
111
TrustCore Financial Services
Tennessee
$220K – – –
Truist Financial
112
Truist Financial
North Carolina
$218K +$218K +7,816 New
SIM
113
Sandia Investment Management
Massachusetts
$209K +$209K +7,500 New
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$208K +$208K +7,475 New
JF
115
Jump Financial
Illinois
$203K -$445K -15,957 -69%
GPWA
116
Great Point Wealth Advisors
Massachusetts
$203K +$203K +7,299 New
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$197K – – –
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$196K +$196K +7,044 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$194K +$73K +2,622 +60%
UBS Group
120
UBS Group
Switzerland
$152K +$113K +4,057 +293%
Citigroup
121
Citigroup
New York
$152K -$31.6K -1,136 -17%
SIC
122
Salem Investment Counselors
North Carolina
$148K +$148K +5,325 New
SG Americas Securities
123
SG Americas Securities
New York
$136K -$87.8K -3,145 -39%
AIP
124
Ameritas Investment Partners
Nebraska
$130K +$28.9K +850 +29%
Wells Fargo
125
Wells Fargo
California
$115K -$18.4K -661 -14%
3 4
5
6 7