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Surgery Partners
SGRY

Overview Fund Activity

137 hedge funds and large institutions have $4.69B invested in Surgery Partners in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
53
Reduced
30
Closed
29
Calls
$17M
Puts
$17.5M
Net Calls
-$476K
Net Calls Change
+$2.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
2
DCP
Durable Capital Partners
Maryland
$85.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ITP
Iron Triangle Partners
Connecticut
$29M
5
ClearBridge Investments
ClearBridge Investments
New York
$216M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1M
3
CA
CastleArk Alternatives
Illinois
$0
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$70.5M
5
LCM
Laurion Capital Management
New York
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
126
TCI Wealth Advisors
Arizona
$10K +$10K +178 New
BAM
127
Baldrige Asset Management
Pennsylvania
$7K – – –
CMBA
128
C.M. Bidwell & Associates
Hawaii
$4K -$306K -5,745 -99%
DFCM
129
Dark Forest Capital Management
Puerto Rico
$4K +$4K +76 New
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$2K +$2K +35 New
Simplex Trading
131
Simplex Trading
Illinois
$2K +$2K +50 New
NFG
132
Next Financial Group
Texas
$1K – – –
EI
133
Ellevest Inc
New York
$1K – – –
C
134
Covestor
United Kingdom
$1K +$1K +14 New
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$937 +$27 +502 +3%
Millennium Management
136
Millennium Management
New York
– -$34.9M -823,891 Closed
CA
137
CastleArk Alternatives
Illinois
– -$7.1M -167,793 Closed
Two Sigma Investments
138
Two Sigma Investments
New York
– -$3.12M -73,714 Closed
Calamos Advisors
139
Calamos Advisors
Illinois
– -$2.64M -62,398 Closed
PC
140
PointState Capital
New York
– -$2.12M -50,000 Closed
Russell Investments Group
141
Russell Investments Group
United Kingdom
– -$1.74M -41,134 Closed
HF
142
HRT Financial
New York
– -$1.68M -39,792 Closed
LCG
143
Lisanti Capital Growth
New York
– -$1.24M -29,255 Closed
NIPH
144
NN Investment Partners Holdings
Netherlands
– -$914K -21,600 Closed
OMC
145
Old Mission Capital
Illinois
– -$630K -14,884 Closed
E
146
Ergoteles
New York
– -$567K -13,400 Closed
PP
147
PDT Partners
New York
– -$523K -12,350 Closed
QT
148
Quantbot Technologies
New York
– -$518K -12,248 Closed
C
149
Certuity
Florida
– -$481K -11,360 Closed
EGM
150
Engineers Gate Manager
New York
– -$472K -11,143 Closed
3 4 5
6
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