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Surgery Partners
SGRY

Overview Fund Activity

151 hedge funds and large institutions have $4.48B invested in Surgery Partners in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-10
Holders Change %
-6.21%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
63
Reduced
40
Closed
29
Calls
$495K
Puts
$6.15M
Net Calls
-$5.65M
Net Calls Change
-$6.44M

Top Buyers

1
Invesco
1
Invesco
Georgia
$99.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$652M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$32.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$12.3M

Top Sellers

1
ITP
1
Iron Triangle Partners
Connecticut
$28.1M
2
DCP
2
Durable Capital Partners
Maryland
$188M
3
LP
3
LMR Partners
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
CC
5
Cannell & Co
New York
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$48K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$42K +$27.4K +801 +187%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$36K +$26.6K +780 +285%
EI
129
Ellevest Inc
New York
$28.2K +$15.6K +452 +124%
DFCM
130
Dark Forest Capital Management
Puerto Rico
$18.4K +$18.4K +534 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$16.1K -$19.5K -565 -55%
C
132
Covestor
United Kingdom
$9K – – –
TWA
133
TCI Wealth Advisors
Arizona
$6.45K – – –
PA
134
Parallel Advisors
California
$5.31K – – –
BAM
135
Baldrige Asset Management
Pennsylvania
$5K – – –
LC
136
Lindbrook Capital
California
$3.55K -$379 -11 -10%
Group One Trading
137
Group One Trading
Illinois
$3.45K +$3.45K +100 New
IAIM
138
International Assets Investment Management
Florida
$2.72K +$2.72K +79 New
HCP
139
Hexagon Capital Partners
Arkansas
$2.65K +$724 +21 +38%
DA
140
Denali Advisors
California
$2.45K +$2.45K +71 New
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$1.21K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K +$190 +4 +24%
SFG
143
Steward Financial Group
Texas
$1K +$636 +21 +175%
MCM
144
Manchester Capital Management
Vermont
$655 – – –
BIA
145
Bell Investment Advisors
California
$518 +$518 +15 New
GRP
146
Global Retirement Partners
California
$368 – – –
JWA
147
JFS Wealth Advisors
Pennsylvania
$242 – – –
S
148
SignatureFD
Georgia
$241 +$241 +7 New
SIC
149
SJS Investment Consulting
Ohio
$173 – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$172 +$172 +5 New
4 5
6
7 8