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Surgery Partners
SGRY

Overview Fund Activity

168 hedge funds and large institutions have $5.98B invested in Surgery Partners in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
74
Reduced
36
Closed
21
Calls
$24.4M
Puts
$10M
Net Calls
+$14.4M
Net Calls Change
+$20M

Top Buyers

1
BlackRock
BlackRock
New York
$242M
2
Goldman Sachs
Goldman Sachs
New York
$43M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$70M
4
American Century Companies
American Century Companies
Missouri
$37.8M
5
Invesco
Invesco
Georgia
$148M

Top Sellers

1
APM
Avidity Partners Management
Texas
$70M
2
HRCM
Hood River Capital Management
Florida
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$293M
4
ClearBridge Investments
ClearBridge Investments
New York
$236M
5
ITP
Iron Triangle Partners
Connecticut
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$32K -$34.1K -757 -52%
Lazard Asset Management
152
Lazard Asset Management
New York
$27K +$27K +619 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$24K +$2.92K +65 +14%
C
154
Covestor
United Kingdom
$11K -$89 -2 -0.8%
PA
155
Parallel Advisors
California
$6.93K – – –
LC
156
Lindbrook Capital
California
$4.63K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.13K +75 +357%
CAM
158
ClariVest Asset Management
California
$3K +$3K +71 New
HCP
159
Hexagon Capital Partners
Arkansas
$2.52K -$945 -21 -27%
DA
160
Denali Advisors
California
$2.52K -$675 -15 -21%
BIA
161
Bell Investment Advisors
California
$1.67K +$990 +22 +147%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$1.57K – – –
JWA
163
JFS Wealth Advisors
Pennsylvania
$1.35K +$1.04K +23 +329%
SIC
164
SJS Investment Consulting
Ohio
$810 +$585 +13 +260%
AF
165
Advisornet Financial
Minnesota
$585 +$450 +10 +333%
DI
166
Disciplined Investments
Oklahoma
$540 +$405 +9 +300%
MCM
167
Manchester Capital Management
Vermont
$450 -$405 -9 -47%
HRCM
168
Hood River Capital Management
Florida
– -$27.3M -791,324 Closed
CC
169
Cannell & Co
New York
– -$5.59M -162,210 Closed
First Trust Advisors
170
First Trust Advisors
Illinois
– -$1.9M -55,225 Closed
CM
171
Caption Management
Oklahoma
– -$1.12M -32,354 Closed
SG Americas Securities
172
SG Americas Securities
New York
– -$539K -15,629 Closed
CS
173
Candriam SCA
Luxembourg
– -$481K -15,145 Closed
PAM
174
Panagora Asset Management
Massachusetts
– -$430K -12,461 Closed
PAIA
175
Park Avenue Institutional Advisers
New York
– -$356K -10,329 Closed
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