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Surgery Partners
SGRY

Overview Fund Activity

168 hedge funds and large institutions have $5.98B invested in Surgery Partners in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
74
Reduced
36
Closed
21
Calls
$24.4M
Puts
$10M
Net Calls
+$14.4M
Net Calls Change
+$20M

Top Buyers

1
BlackRock
1
BlackRock
New York
$242M
2
Goldman Sachs
2
Goldman Sachs
New York
$43M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$70M
4
American Century Companies
4
American Century Companies
Missouri
$37.8M
5
Invesco
5
Invesco
Georgia
$148M

Top Sellers

1
APM
1
Avidity Partners Management
Texas
$70M
2
HRCM
2
Hood River Capital Management
Florida
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$293M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$236M
5
ITP
5
Iron Triangle Partners
Connecticut
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
101
Zacks Investment Management
Illinois
$638K – – –
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$631K -$1.19M -26,499 -65%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$520K +$78.8K +1,752 +18%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$496K +$7.78K +173 +2%
NA
105
NewEdge Advisors
Louisiana
$495K +$495K +11,012 New
OC
106
Oppenheimer & Co
New York
$487K +$487K +10,835 New
VRS
107
Virginia Retirement Systems
Virginia
$436K -$90K -2,000 -17%
AB
108
Amalgamated Bank
New York
$416K +$102K +2,259 +32%
Ameriprise
109
Ameriprise
Minnesota
$413K – – –
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$410K – – –
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$395K +$7.6K +169 +2%
ProShare Advisors
112
ProShare Advisors
Maryland
$395K +$123K +2,729 +45%
OQS
113
Occudo Quantitative Strategies
Florida
$376K +$376K +8,356 New
SSA
114
Schonfeld Strategic Advisors
New York
$369K +$369K +8,200 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$366K +$3.28K +73 +0.9%
CAM
116
Connacht Asset Management
New York
$365K +$25.2K +560 +7%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$355K – – –
Principal Financial Group
118
Principal Financial Group
Iowa
$354K +$354K +7,879 New
GPWA
119
Great Point Wealth Advisors
Massachusetts
$331K +$2.38K +53 +0.7%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$319K – – –
II
121
Inspire Investing
Idaho
$313K -$42.6K -947 -12%
PAMS
122
Pictet Asset Management (Switzerland)
Switzerland
$298K -$63K -1,401 -17%
JF
123
Jump Financial
Illinois
$278K +$278K +6,186 New
WAM
124
Watershed Asset Management
California
$276K -$84.5K -1,879 -23%
QT
125
Quantamental Technologies
New York
$266K +$266K +5,906 New
3 4
5
6 7