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Surgery Partners

164 hedge funds and large institutions have $3.94B invested in Surgery Partners in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
31
Increased
71
Reduced
41
Closed
34
Calls
$11.3M
Puts
$8.66M
Net Calls
+$2.62M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$6.58K +$6.58K +225 New
PA
152
Parallel Advisors
California
$4.51K
HCP
153
Hexagon Capital Partners
Arkansas
$3.95K +$2.31K +79 +141%
DA
154
Denali Advisors
California
$3.36K +$1.73K +59 +105%
LC
155
Lindbrook Capital
California
$3.19K +$175 +6 +6%
CAM
156
ClariVest Asset Management
California
$2K
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$1.02K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.57K -75 -78%
SIC
159
SJS Investment Consulting
Ohio
$351 -$176 -6 -33%
JWA
160
JFS Wealth Advisors
Pennsylvania
$322 -$556 -19 -63%
MCM
161
Manchester Capital Management
Vermont
$293
AF
162
Advisornet Financial
Minnesota
$263 -$117 -4 -31%
AF
163
Allworth Financial
California
$117 +$117 +4 New
GRP
164
Global Retirement Partners
California
$82 +$82 +3 New
ITP
165
Iron Triangle Partners
Connecticut
-$26.1M -580,973 Closed
IHAM
166
Integral Health Asset Management
New York
-$11.2M -250,000 Closed
Adage Capital Partners
167
Adage Capital Partners
Massachusetts
-$11.1M -246,550 Closed
LCG
168
Lisanti Capital Growth
New York
-$10.1M -224,375 Closed
TI
169
Trexquant Investment
Connecticut
-$4.96M -110,239 Closed
IECM
170
Intrinsic Edge Capital Management
Illinois
-$4.5M -100,000 Closed
Marshall Wace
171
Marshall Wace
United Kingdom
-$4.05M -89,985 Closed
WMSA
172
Weiss Multi-Strategy Advisers
New York
-$2.81M -62,493 Closed
CIC
173
Chase Investment Counsel
Virginia
-$2.34M -51,987 Closed
YIH
174
Y-Intercept (HK)
Hong Kong
-$964K -21,424 Closed
SGI
175
Summit Global Investments
Utah
-$821K -18,252 Closed