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Surgery Partners
SGRY

Overview Fund Activity

149 hedge funds and large institutions have $4.96B invested in Surgery Partners in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
56
Reduced
43
Closed
16
Calls
$22.6M
Puts
$9.92M
Net Calls
+$12.7M
Net Calls Change
+$13.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$654M
2
DCP
2
Durable Capital Partners
Maryland
$106M
3
CCP
3
Clough Capital Partners
Massachusetts
$16.4M
4
Calamos Advisors
4
Calamos Advisors
Illinois
$8.1M
5
PI
5
Putnam Investments
Massachusetts
$6.72M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$147M
2
ITP
2
Iron Triangle Partners
Connecticut
$22M
3
SSA
3
Schonfeld Strategic Advisors
New York
$4.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.63M
5
BCM
5
Bridgeway Capital Management
Texas
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$69K 1,260 – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$66K 1,195 +308 +35%
S
128
SignatureFD
Georgia
$65K 1,175 – –
IA
129
IFP Advisors
Florida
$53K 3,300 +3,300 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$52K 933 +933 New
PCH
131
Polar Capital Holdings
United Kingdom
$27.3K 495,695 +7,326 +2%
TRCT
132
Tower Research Capital (TRC)
New York
$15K 272 -98 -26%
PFS
133
Prospera Financial Services
Texas
$15K 280 +280 New
US Bancorp
134
US Bancorp
Minnesota
$14K 258 – –
C
135
Covestor
United Kingdom
$14K 254 +240 +1,714%
ACM
136
Aquatic Capital Management
Illinois
$11K 200 +200 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$8K 139 -47 -25%
BAM
138
Baldrige Asset Management
Pennsylvania
$8K 139 – –
TWA
139
TCI Wealth Advisors
Arizona
$7K 124 -54 -30%
EI
140
Ellevest Inc
New York
$5K 86 +65 +310%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$2K 35 – –
JWA
142
JFS Wealth Advisors
Pennsylvania
$1K 12 +8 +200%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$1K 12 +12 New
PA
144
Parallel Advisors
California
$1K 18 +18 New
HAI
145
Hennessy Advisors Inc
California
– – -69,900 Closed
Alyeska Investment Group
146
Alyeska Investment Group
Illinois
– – -66,352 Closed
PGM
147
Parian Global Management
New York
– – -45,797 Closed
PAMS
148
Pictet Asset Management (Switzerland)
Switzerland
– – -18,296 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– – -13,363 Closed
GCP
150
GSA Capital Partners
United Kingdom
– – -12,239 Closed
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