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Surgery Partners

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26%122.97% (+1.7%)

1% more funds holding

Funds holding: 180182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$137K
ProShare Advisors
127
ProShare Advisors
Maryland
$134K -$41.9K -2,922 -21%
OR
128
Olympiad Research
Connecticut
$130K
GCM
129
Graham Capital Management
Connecticut
$123K +$148K +10,323 New
Canada Life
130
Canada Life
Manitoba, Canada
$120K
TS
131
Twin Securities
New York
$119K -$2.3M -160,233 -94%
NA
132
NewEdge Advisors
Louisiana
$102K -$28K -1,950 -19%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$86K
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$84K
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$79K -$46.6K -3,246 -33%
AIP
136
Ameritas Investment Partners
Nebraska
$77K
FIA
137
FNY Investment Advisers
New York
$77K
Russell Investments Group
138
Russell Investments Group
United Kingdom
$70.5K -$3K -209 -3%
TRCT
139
Tower Research Capital (TRC)
New York
$67.9K -$13.7K -951 -14%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$48.5K +$57.3K +3,993 +5,324%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$45.8K +$27.3K +1,905 +98%
C
142
Covestor
United Kingdom
$40K -$27.6K -1,920 -37%
Walleye Capital
143
Walleye Capital
New York
$37.7K -$5.29M -368,833 -99%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$34.7K +$29.4K +2,051 +240%
Simplex Trading
145
Simplex Trading
Illinois
$33.4K -$381K -26,559 -90%
SCM
146
Sterling Capital Management
North Carolina
$30.6K -$27.2K -1,895 -43%
KBC Group
147
KBC Group
Belgium
$30K
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.6K +$4.18K +291 +19%
HCA
149
Harbor Capital Advisors
Illinois
$20K +$11.2K +783 +91%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$19K +$22.8K +1,591 New