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Surgery Partners
SGRY

Overview Fund Activity

138 hedge funds and large institutions have $2.19B invested in Surgery Partners in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
58
Reduced
33
Closed
22
Calls
$9.57M
Puts
$5.89M
Net Calls
+$3.68M
Net Calls Change
+$3.17M

Top Buyers

1
CC
Cannell & Co
New York
$20.9M
2
DCP
Durable Capital Partners
Maryland
$49.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$8.78M
4
ITP
Iron Triangle Partners
Connecticut
$12.9M
5
APM
Avidity Partners Management
Texas
$6.26M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.85M
4
CM
Castleark Management
Illinois
$0
5
Victory Capital Management
Victory Capital Management
Texas
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$5K – – –
PA
127
Parallel Advisors
California
$4K – – –
TWA
128
TCI Wealth Advisors
Arizona
$4K +$4K +187 New
BAM
129
Baldrige Asset Management
Pennsylvania
$3K – – –
LC
130
Lindbrook Capital
California
$2K +$1.74K +61 +678%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.57K -55 -61%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$1K – – –
HWMA
133
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +22 New
HCP
134
Hexagon Capital Partners
Arkansas
$1K +$1K +56 New
CM
135
Castleark Management
Illinois
– -$3.58M -123,628 Closed
PI
136
Putnam Investments
Massachusetts
– -$2.58M -89,171 Closed
CCIA
137
Campbell & Co Investment Adviser
Maryland
– -$926K -32,016 Closed
WB
138
WesBanco Bank
West Virginia
– -$856K -29,607 Closed
LFAS
139
Level Four Advisory Services
Texas
– -$584K -20,194 Closed
PL
140
Polianta Ltd
Jersey
– -$546K -18,900 Closed
GCM
141
Graham Capital Management
Connecticut
– -$471K -16,302 Closed
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
– -$435K -15,055 Closed
BCM
143
Bayesian Capital Management
New York
– -$399K -13,800 Closed
Baird Financial Group
144
Baird Financial Group
Wisconsin
– -$311K -10,751 Closed
CC
145
Cipher Capital
New York
– -$275K -9,499 Closed
Truist Financial
146
Truist Financial
North Carolina
– -$255K -8,830 Closed
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
– -$228K -7,900 Closed
GTCM
148
Gyon Technologies Capital Management
New Jersey
– -$221K -7,631 Closed
GPWA
149
Great Point Wealth Advisors
Massachusetts
– -$210K -7,261 Closed
QT
150
Quantbot Technologies
New York
– -$124K -4,308 Closed
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