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Surgery Partners
SGRY

Overview Fund Activity

179 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$74.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$302M
3
DM
3
Deerfield Management
New York
$95.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$29.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$566M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Invesco
2
Invesco
Georgia
$69.1M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
126
AlphaQuest
New York
$267K +$267K +8,965 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$258K -$411K -13,797 -61%
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$234K – – –
XT
129
XTX Topco
Cayman Islands
$234K -$88.3K -2,959 -27%
AIP
130
Ameritas Investment Partners
Nebraska
$229K – – –
Ameriprise
131
Ameriprise
Minnesota
$220K +$220K +7,386 New
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$211K – – –
EC
133
EntryPoint Capital
New York
$191K +$137K +4,607 +257%
Canada Life
134
Canada Life
Manitoba, Canada
$182K – – –
SG Americas Securities
135
SG Americas Securities
New York
$178K -$405K -13,563 -69%
Osaic Holdings
136
Osaic Holdings
Arizona
$165K -$29.1K -977 -15%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$123K -$6.35K -213 -5%
ACM
138
Aquatic Capital Management
Illinois
$119K +$119K +4,000 New
QT
139
Quantbot Technologies
New York
$119K -$127K -4,273 -52%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$80K +$40.4K +1,375 +102%
SOW
141
State of Wyoming
Wyoming
$77.9K +$42.9K +1,438 +122%
AB
142
Amalgamated Bank
New York
$76K -$226K -7,601 -75%
PFP
143
Pinnacle Financial Partners
Tennessee
$59.7K – – –
KBC Group
144
KBC Group
Belgium
$48K – – –
QCG
145
Quadrant Capital Group
Ohio
$41.6K – – –
QL
146
Quarry LP
New York
$39.4K +$39.4K +1,322 New
US Bancorp
147
US Bancorp
Minnesota
$39K -$56K -1,878 -59%
C
148
Covestor
United Kingdom
$34K +$360 +12 +1%
TRCT
149
Tower Research Capital (TRC)
New York
$31.2K -$116K -3,878 -79%
Comerica Bank
150
Comerica Bank
Texas
$29.3K +$358 +12 +1%
4 5
6
7 8