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Surgery Partners
SGRY

Overview Fund Activity

174 hedge funds and large institutions have $4.33B invested in Surgery Partners in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
78
Reduced
46
Closed
23
Calls
$10.5M
Puts
$14.9M
Net Calls
-$4.4M
Net Calls Change
-$7.01M

Top Buyers

1
JFG
Jefferies Financial Group
New York
$146M
2
ITP
Iron Triangle Partners
Connecticut
$33.4M
3
BlackRock
BlackRock
New York
$200M
4
Vanguard Group
Vanguard Group
Pennsylvania
$237M
5
TCP
ThornTree Capital Partners
Massachusetts
$20.7M

Top Sellers

1
BCI
Bain Capital Investors
Massachusetts
$1.6B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$586M
3
American Century Companies
American Century Companies
Missouri
$11.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$35.4M
5
RI
Redwood Investments
Massachusetts
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Bayesian Capital Management
New York
$236K +$236K +7,386 New
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$227K – – –
Capstone Investment Advisors
128
Capstone Investment Advisors
New York
$211K +$211K +6,600 New
Osaic Holdings
129
Osaic Holdings
Arizona
$208K +$117K +3,657 +128%
I
130
InceptionR
California
$208K +$208K +6,495 New
Canada Life
131
Canada Life
Manitoba, Canada
$194K – – –
Citadel Advisors
132
Citadel Advisors
Florida
$188K -$573K -17,905 -75%
TRCT
133
Tower Research Capital (TRC)
New York
$158K +$72.2K +2,257 +85%
PI
134
PEAK6 Investments
Illinois
$151K +$151K +4,715 New
HT
135
Headlands Technologies
Illinois
$145K +$145K +4,531 New
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$139K +$14.7K +459 +12%
MIIM
137
Mesirow Institutional Investment Management
Illinois
$108K +$11.9K +373 +12%
US Bancorp
138
US Bancorp
Minnesota
$102K +$3.68K +115 +4%
PFP
139
Pinnacle Financial Partners
Tennessee
$64K – – –
EC
140
EntryPoint Capital
New York
$57.3K +$57.3K +1,792 New
KBC Group
141
KBC Group
Belgium
$51K – – –
SO
142
STRS Ohio
Ohio
$51K +$51K +1,600 New
QCG
143
Quadrant Capital Group
Ohio
$44.6K – – –
Lazard Asset Management
144
Lazard Asset Management
New York
$43K – – –
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$43K – – –
SOW
146
State of Wyoming
Wyoming
$37.6K +$37.6K +1,175 New
C
147
Covestor
United Kingdom
$36K +$28.1K +876 +356%
Comerica Bank
148
Comerica Bank
Texas
$31K -$14K -439 -31%
UBS Group
149
UBS Group
Switzerland
$27.2K +$7.87K +246 +41%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$20.3K -$73.9K -2,311 -78%
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6
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