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Surgery Partners
SGRY

Overview Fund Activity

174 hedge funds and large institutions have $4.33B invested in Surgery Partners in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
78
Reduced
46
Closed
23
Calls
$10.5M
Puts
$14.9M
Net Calls
-$4.4M
Net Calls Change
-$7.01M

Top Buyers

1
JFG
1
Jefferies Financial Group
New York
$146M
2
ITP
2
Iron Triangle Partners
Connecticut
$33.4M
3
BlackRock
3
BlackRock
New York
$200M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
TCP
5
ThornTree Capital Partners
Massachusetts
$20.7M

Top Sellers

1
BCI
1
Bain Capital Investors
Massachusetts
$1.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$586M
3
American Century Companies
3
American Century Companies
Missouri
$11.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$35.4M
5
RI
5
Redwood Investments
Massachusetts
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$492K +$156K +4,874 +46%
Franklin Resources
102
Franklin Resources
California
$475K -$320 -10 -0.1%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$465K +$465K +14,548 New
PFM
104
Premier Fund Managers
United Kingdom
$449K – – –
ProShare Advisors
105
ProShare Advisors
Maryland
$403K +$122K +3,828 +44%
II
106
Inspire Investing
Idaho
$396K -$184K -5,739 -32%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$378K -$10.7K -336 -3%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$375K +$29.8K +934 +9%
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$361K +$109K +3,400 +43%
SGAM
110
Smith Group Asset Management
Texas
$346K +$346K +10,812 New
XT
111
XTX Topco
Cayman Islands
$346K -$61.2K -1,912 -15%
Citigroup
112
Citigroup
New York
$343K +$308K +9,641 +897%
TI
113
Trexquant Investment
Connecticut
$342K +$342K +10,692 New
AB
114
Amalgamated Bank
New York
$325K +$6.59K +206 +2%
MIA
115
MeadowBrook Investment Advisors
Michigan
$324K +$324K +10,130 New
ZIM
116
Zacks Investment Management
Illinois
$320K -$134K -4,186 -30%
Principal Financial Group
117
Principal Financial Group
Iowa
$277K +$42.4K +1,324 +18%
CC
118
Cannell & Co
New York
$266K -$2.45M -76,670 -90%
QT
119
Quantbot Technologies
New York
$265K -$1.01M -31,646 -79%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$256K +$256K +8,000 New
AIM
121
Aigen Investment Management
New York
$253K -$382K -11,955 -60%
DFCM
122
Dark Forest Capital Management
Puerto Rico
$252K -$836K -26,124 -77%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$251K +$3.04K +95 +1%
WAM
124
Wolverine Asset Management
Illinois
$247K -$306K -9,555 -55%
AIP
125
Ameritas Investment Partners
Nebraska
$245K +$30.6K +956 +14%
3 4
5
6 7