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Surgery Partners
SGRY

Overview Fund Activity

179 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$74.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$302M
3
DM
3
Deerfield Management
New York
$95.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$29.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$566M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Invesco
2
Invesco
Georgia
$69.1M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGIM
101
Cannon Global Investment Management
Florida
$614K +$614K +20,600 New
Mackenzie Financial
102
Mackenzie Financial
Ontario, Canada
$577K +$577K +19,337 New
ASRS
103
Arizona State Retirement System
Arizona
$571K -$9.4K -315 -2%
PTC
104
Petrus Trust Company
Texas
$554K -$27.9K -936 -5%
Millennium Management
105
Millennium Management
New York
$525K -$346K -11,614 -40%
WLPWM
106
Walled Lake Planning & Wealth Management
Illinois
$466K – – –
Franklin Resources
107
Franklin Resources
California
$443K – – –
Citigroup
108
Citigroup
New York
$430K +$111K +3,714 +35%
ProShare Advisors
109
ProShare Advisors
Maryland
$405K +$29.4K +986 +8%
EGM
110
Engineers Gate Manager
New York
$398K -$1.76M -58,904 -82%
ZIM
111
Zacks Investment Management
Illinois
$389K +$91.1K +3,055 +31%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$382K -$76.9K -2,579 -17%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$363K -$301K -8,740 -45%
II
114
Inspire Investing
Idaho
$362K -$6.89K -231 -2%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$347K -$5.79K -194 -2%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$337K – – –
Natixis Advisors
117
Natixis Advisors
Massachusetts
$335K -$15.5K -520 -4%
OR
118
Olympiad Research
Connecticut
$324K +$324K +10,858 New
GCP
119
GSA Capital Partners
United Kingdom
$323K +$323K +10,814 New
SGAM
120
Smith Group Asset Management
Texas
$323K – – –
MIA
121
MeadowBrook Investment Advisors
Michigan
$317K +$14.9K +500 +5%
PCM
122
Prelude Capital Management
New York
$311K +$311K +10,423 New
DFCM
123
Dark Forest Capital Management
Puerto Rico
$308K +$73.1K +2,452 +31%
Principal Financial Group
124
Principal Financial Group
Iowa
$300K +$42K +1,409 +16%
Capstone Investment Advisors
125
Capstone Investment Advisors
New York
$273K +$76.1K +2,551 +39%
3 4
5
6 7