SGRY icon

Surgery Partners
SGRY

Overview Fund Activity

205 hedge funds and large institutions have $3.32B invested in Surgery Partners in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+23
Holders Change %
+12.64%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
64
Increased
52
Reduced
63
Closed
36
Calls
$62.9M
Puts
$17.4M
Net Calls
+$45.5M
Net Calls Change
+$51.3M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$55M
2
KSCM
King Street Capital Management
New York
+$52.3M
3
TAL
TIG Advisors LLC
New York
+$46.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.7M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$27.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
2
BlackRock
BlackRock
New York
-$37.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.2M
4
American Century Companies
American Century Companies
Missouri
-$29.6M
5
SAM
Silvercrest Asset Management
New York
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
126
Walled Lake Planning & Wealth Management
Illinois
$371K – – –
JF
127
Jump Financial
Illinois
$363K +$363K +15,300 New
Canada Life
128
Canada Life
Manitoba, Canada
$357K – – –
DC
129
Diametric Capital
Massachusetts
$350K +$350K +14,729 New
CFM
130
Catalyst Funds Management
Australia
$347K +$347K +14,600 New
II
131
Inspire Investing
Idaho
$345K -$107K -4,525 -24%
Ameriprise
132
Ameriprise
Minnesota
$312K -$320K -13,453 -51%
C
133
Covestor
United Kingdom
$309K +$257K +10,803 +491%
KK
134
KLP Kapitalforvaltning
Norway
$306K – – –
EF
135
Empowered Funds
Pennsylvania
$305K +$30.4K +1,278 +11%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$295K -$353K -14,797 -54%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$292K +$292K +12,281 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$290K +$12.9K +542 +5%
TSS
139
Two Sigma Securities
New York
$278K +$278K +11,690 New
MWM
140
Modera Wealth Management
New Jersey
$244K +$244K +10,257 New
Mariner
141
Mariner
Kansas
$240K +$240K +10,088 New
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$236K – – –
HT
143
Headlands Technologies
Illinois
$195K -$304K -12,814 -61%
SG Americas Securities
144
SG Americas Securities
New York
$190K +$190K +7,984 New
AIP
145
Ameritas Investment Partners
Nebraska
$182K – – –
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$168K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$131K -$125K -5,243 -49%
SC
148
Sagefield Capital
Texas
$119K +$119K +5,000 New
KBC Group
149
KBC Group
Belgium
$94K – – –
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$65K +$65K +2,723 New
4 5
6
7 8