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Surgery Partners
SGRY

Overview Fund Activity

161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+23
Holders Change %
+16.67%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
73
Reduced
29
Closed
20
Calls
$7.92M
Puts
$7.13M
Net Calls
+$783K
Net Calls Change
-$2.89M

Top Buyers

1
BCI
Bain Capital Investors
Massachusetts
$1.62B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$189M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$512M
4
DCP
Durable Capital Partners
Maryland
$163M
5
APM
Avidity Partners Management
Texas
$86.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
PCH
Polar Capital Holdings
United Kingdom
$405K
3
CC
Cannell & Co
New York
$14.6M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Victory Capital Management
Victory Capital Management
Texas
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$84.3K +$17.3K +622 +26%
Amundi
127
Amundi
France
$78K +$78K +2,611 New
SOW
128
State of Wyoming
Wyoming
$59.9K +$37.4K +1,343 +166%
PFP
129
Pinnacle Financial Partners
Tennessee
$55.7K – – –
Osaic Holdings
130
Osaic Holdings
Arizona
$55.7K -$2.01K -72 -3%
Canada Life
131
Canada Life
Manitoba, Canada
$53K – – –
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$47K +$12.3K +449 +36%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$41.8K – – –
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$41.1K +$2.7K +97 +7%
QCG
135
Quadrant Capital Group
Ohio
$38.8K – – –
Dimensional Fund Advisors
136
Dimensional Fund Advisors
Texas
$34.8K -$2.17K -77,783 -6%
IA
137
IFP Advisors
Florida
$34K -$19.4K -1,200 -36%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$28.8K +$13.3K +476 +85%
US Bancorp
139
US Bancorp
Minnesota
$21.5K +$15.5K +556 +260%
TRCT
140
Tower Research Capital (TRC)
New York
$12K -$82.7K -2,951 -87%
EI
141
Ellevest Inc
New York
$10.2K +$10.1K +363 +18,150%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$8K – – –
C
143
Covestor
United Kingdom
$7K -$28 -1 -0.4%
TWA
144
TCI Wealth Advisors
Arizona
$5.21K – – –
PA
145
Parallel Advisors
California
$4.29K +$111 +4 +3%
BAM
146
Baldrige Asset Management
Pennsylvania
$4K – – –
LC
147
Lindbrook Capital
California
$3.18K +$1.23K +44 +63%
ASN
148
Advisory Services Network
Georgia
$2.93K +$2.93K +105 New
HCP
149
Hexagon Capital Partners
Arkansas
$1.56K – – –
HWMA
150
Heritage Wealth Management (Arizona)
Arizona
$1.23K +$613 +22 +100%
4 5
6
7 8