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Surgery Partners
SGRY

Overview Fund Activity

161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+23
Holders Change %
+16.67%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
73
Reduced
29
Closed
20
Calls
$7.92M
Puts
$7.13M
Net Calls
+$783K
Net Calls Change
-$2.89M

Top Buyers

1
BCI
Bain Capital Investors
Massachusetts
$1.62B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$189M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$512M
4
DCP
Durable Capital Partners
Maryland
$163M
5
APM
Avidity Partners Management
Texas
$86.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
PCH
Polar Capital Holdings
United Kingdom
$405K
3
CC
Cannell & Co
New York
$14.6M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Victory Capital Management
Victory Capital Management
Texas
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$1.14K +$1.14K +41 New
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$974 – – –
MCM
153
Manchester Capital Management
Vermont
$529 +$167 +6 +46%
GRP
154
Global Retirement Partners
California
$279 +$279 +10 New
JWA
155
JFS Wealth Advisors
Pennsylvania
$195 +$139 +5 +250%
CS
156
Comerica Securities
Michigan
$167 +$167 +6 New
SIC
157
SJS Investment Consulting
Ohio
$139 +$56 +2 +67%
DI
158
Disciplined Investments
Oklahoma
$84 -$28 -1 -25%
AF
159
Advisornet Financial
Minnesota
$84 +$84 +3 New
T. Rowe Price Investment Management
160
T. Rowe Price Investment Management
Maryland
– -$24.3M -1,037,413 Closed
Marshall Wace
161
Marshall Wace
United Kingdom
– -$8.78M -375,466 Closed
Federated Hermes
162
Federated Hermes
Pennsylvania
– -$3.85M -164,424 Closed
Squarepoint
163
Squarepoint
New York
– -$1.29M -55,244 Closed
HF
164
HRT Financial
New York
– -$1.24M -52,879 Closed
TC
165
TwinBeech Capital
New York
– -$602K -25,746 Closed
Principal Financial Group
166
Principal Financial Group
Iowa
– -$552K -23,561 Closed
WLPWM
167
Walled Lake Planning & Wealth Management
Illinois
– -$483K -20,632 Closed
ACM
168
AlphaCrest Capital Management
New York
– -$466K -19,906 Closed
NC
169
NinePointTwo Capital
California
– -$326K -13,948 Closed
HSBC Holdings
170
HSBC Holdings
United Kingdom
– -$335K -13,918 Closed
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
– -$314K -13,432 Closed
EGM
172
Engineers Gate Manager
New York
– -$303K -12,955 Closed
CAM
173
Connacht Asset Management
New York
– -$290K -12,372 Closed
First Trust Advisors
174
First Trust Advisors
Illinois
– -$227K -9,695 Closed
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
– -$194K -8,310 Closed
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