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Surgery Partners

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26%122.97% (+1.7%)

1% more funds holding

Funds holding: 180182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
101
Boothbay Fund Management
New York
$256K +$309K +21,500 New
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$255K
ASRS
103
Arizona State Retirement System
Arizona
$254K +$57 +4 +0%
CHAM
104
Clear Harbor Asset Management
Connecticut
$249K -$267K -18,600 -47%
Franklin Resources
105
Franklin Resources
California
$244K
ACM
106
ADAR1 Capital Management
Texas
$238K
ET
107
Entropy Technologies
New York
$235K +$283K +19,686 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$230K
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$216K
BCM
110
Bluefin Capital Management
New York
$215K
IIM
111
INTECH Investment Management
Florida
$209K -$170K -11,828 -40%
VIA
112
Vanguard Investments Australia
Australia
$207K +$249K +17,368 New
KK
113
KLP Kapitalforvaltning
Norway
$197K
MBAML
114
Marble Bar Asset Management LLP
$189K +$75.7K +5,276 +50%
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
$186K
Jones Financial Companies
116
Jones Financial Companies
Missouri
$164K +$194K +13,521 +1,796%
CP
117
Camelot Portfolios
Ohio
$164K +$2.51K +175 +1%
XT
118
XTX Topco
Cayman Islands
$163K +$196K +13,682 New
VOYA Investment Management
119
VOYA Investment Management
Georgia
$162K -$3.65K -254 -2%
Creative Planning
120
Creative Planning
Kansas
$158K +$190K +13,253 New
Marshall Wace
121
Marshall Wace
United Kingdom
$153K -$258K -17,988 -58%
Citigroup
122
Citigroup
New York
$146K +$60.5K +4,217 +52%
Prudential Financial
123
Prudential Financial
New Jersey
$143K +$173K +12,025 New
AQR Capital Management
124
AQR Capital Management
Connecticut
$142K +$172K +11,953 New
LFAS
125
Level Four Advisory Services
Texas
$141K +$18.3K +1,278 +12%