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Surgery Partners
SGRY

Overview Fund Activity

151 hedge funds and large institutions have $4.48B invested in Surgery Partners in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-10
Holders Change %
-6.21%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
63
Reduced
40
Closed
29
Calls
$495K
Puts
$6.15M
Net Calls
-$5.65M
Net Calls Change
-$6.44M

Top Buyers

1
Invesco
1
Invesco
Georgia
$99.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$652M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$32.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$12.3M

Top Sellers

1
ITP
1
Iron Triangle Partners
Connecticut
$28.1M
2
DCP
2
Durable Capital Partners
Maryland
$188M
3
LP
3
LMR Partners
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
CC
5
Cannell & Co
New York
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
101
Inspire Investing
Idaho
$272K -$20.4K -592 -7%
Handelsbanken Fonder
102
Handelsbanken Fonder
Sweden
$272K – – –
FC
103
FORA Capital
Florida
$263K +$263K +7,619 New
CAM
104
Connacht Asset Management
New York
$260K +$260K +7,557 New
GPWA
105
Great Point Wealth Advisors
Massachusetts
$252K – – –
GCM
106
Graham Capital Management
Connecticut
$247K -$863K -25,048 -78%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$244K – – –
AB
108
Amalgamated Bank
New York
$241K -$36.3K -1,053 -13%
DTL
109
Dynamic Technology Lab
Singapore
$232K +$232K +6,730 New
Citigroup
110
Citigroup
New York
$221K +$33.2K +962 +18%
ProShare Advisors
111
ProShare Advisors
Maryland
$209K +$209K +6,055 New
Truist Financial
112
Truist Financial
North Carolina
$200K -$69.3K -2,009 -26%
MIIM
113
Mesirow Institutional Investment Management
Illinois
$154K +$154K +4,470 New
SIC
114
Salem Investment Counselors
North Carolina
$150K -$33.6K -975 -18%
ASN
115
Advisory Services Network
Georgia
$146K +$142K +4,130 +3,933%
AIP
116
Ameritas Investment Partners
Nebraska
$142K +$10.5K +305 +8%
Canada Life
117
Canada Life
Manitoba, Canada
$107K +$41.8K +1,208 +64%
SOW
118
State of Wyoming
Wyoming
$97.9K +$23.8K +689 +32%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$93.3K -$10.9K -317 -10%
Amundi
120
Amundi
France
$90.7K – – –
US Bancorp
121
US Bancorp
Minnesota
$86K +$59.4K +1,724 +224%
Osaic Holdings
122
Osaic Holdings
Arizona
$85.1K +$16.2K +469 +24%
PFP
123
Pinnacle Financial Partners
Tennessee
$68.9K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$51.7K – – –
Allspring Global Investments
125
Allspring Global Investments
North Carolina
$50.6K -$241 -7 -0.5%
3 4
5
6 7