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Surgery Partners
SGRY

Overview Fund Activity

164 hedge funds and large institutions have $3.94B invested in Surgery Partners in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 34 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
31
Increased
71
Reduced
41
Closed
34
Calls
$11.3M
Puts
$8.66M
Net Calls
+$2.62M
Net Calls Change
-$11.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$235M
2
DM
2
Deerfield Management
New York
$42.7M
3
Invesco
3
Invesco
Georgia
$105M
4
Goldman Sachs
4
Goldman Sachs
New York
$36.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.5M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$6.64M
2
ITP
2
Iron Triangle Partners
Connecticut
$0
3
IHAM
3
Integral Health Asset Management
New York
$0
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
101
Walled Lake Planning & Wealth Management
Illinois
$457K – – –
PFG
102
PAX Financial Group
Texas
$457K +$457K +15,609 New
Franklin Resources
103
Franklin Resources
California
$434K – – –
ZIM
104
Zacks Investment Management
Illinois
$415K – – –
PFM
105
Premier Fund Managers
United Kingdom
$409K -$250K -8,533 -38%
XT
106
XTX Topco
Cayman Islands
$372K +$372K +12,717 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$361K +$361K +12,390 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$355K +$118K +4,024 +50%
CF
109
Cantor Fitzgerald
New York
$316K +$316K +10,820 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$316K -$6.79K -232 -2%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$307K +$40.6K +1,387 +15%
AB
112
Amalgamated Bank
New York
$291K +$20.5K +701 +8%
CM
113
Caption Management
Oklahoma
$277K +$277K +9,475 New
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$267K +$10.5K +359 +4%
Man Group
115
Man Group
United Kingdom
$267K -$4.72M -104,972 Closed
ProShare Advisors
116
ProShare Advisors
Maryland
$257K -$293 -10 -0.1%
PTC
117
Petrus Trust Company
Texas
$253K +$253K +8,661 New
MFS
118
Mirabella Financial Services
United Kingdom
$242K +$242K +8,260 New
WG
119
Winton Group
United Kingdom
$234K +$101K +3,455 +76%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$231K – – –
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$227K +$227K +7,766 New
GPWA
122
Great Point Wealth Advisors
Massachusetts
$215K +$263 +9 +0.1%
Principal Financial Group
123
Principal Financial Group
Iowa
$215K -$15.8K -539 -7%
ACM
124
Aquatic Capital Management
Illinois
$208K +$79.1K +2,700 +61%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$207K – – –
3 4
5
6 7