SGRY icon

Surgery Partners
SGRY

Overview Fund Activity

174 hedge funds and large institutions have $4.33B invested in Surgery Partners in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
78
Reduced
46
Closed
23
Calls
$10.5M
Puts
$14.9M
Net Calls
-$4.4M
Net Calls Change
-$7.01M

Top Buyers

1
JFG
Jefferies Financial Group
New York
$146M
2
ITP
Iron Triangle Partners
Connecticut
$33.4M
3
BlackRock
BlackRock
New York
$200M
4
Vanguard Group
Vanguard Group
Pennsylvania
$237M
5
TCP
ThornTree Capital Partners
Massachusetts
$20.7M

Top Sellers

1
BCI
Bain Capital Investors
Massachusetts
$1.6B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$586M
3
American Century Companies
American Century Companies
Missouri
$11.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$35.4M
5
RI
Redwood Investments
Massachusetts
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
151
SYSTM Wealth Solutions
Illinois
$14K +$14K +437 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$9.44K -$5.09K -159 -35%
FHA
153
First Horizon Advisors
Tennessee
$9.02K +$1.82K +57 +25%
PA
154
Parallel Advisors
California
$5.09K +$160 +5 +3%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.31K +100 +476%
HCP
156
Hexagon Capital Partners
Arkansas
$3.87K -$448 -14 -10%
LC
157
Lindbrook Capital
California
$3.3K -$192 -6 -6%
ASN
158
Advisory Services Network
Georgia
$3.2K +$3.2K +100 New
Robeco Institutional Asset Management
159
Robeco Institutional Asset Management
Netherlands
$2.56K +$2.56K +80 New
DA
160
Denali Advisors
California
$2.21K -$1.47K -46 -40%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$1.73K +54 New
Russell Investments Group
162
Russell Investments Group
United Kingdom
$1.31K +$1.31K +41 New
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$1.11K – – –
VNA
164
Valley National Advisers
Pennsylvania
$1K +$1K +45 New
FFA
165
Farther Finance Advisors
California
$992 +$992 +31 New
GRP
166
Global Retirement Partners
California
$888 +$793 +25 +833%
JWA
167
JFS Wealth Advisors
Pennsylvania
$576 +$224 +7 +64%
GI
168
GAMMA Investing
California
$552 +$552 +18 New
SIC
169
SJS Investment Consulting
Ohio
$384 – – –
AF
170
Advisornet Financial
Minnesota
$384 +$96 +3 +33%
AF
171
Allworth Financial
California
$320 +$192 +6 +150%
DPW
172
DiNuzzo Private Wealth
Pennsylvania
$320 +$320 +10 New
S
173
SignatureFD
Georgia
$288 -$60.5K -1,891 -100%
AssetMark Inc
174
AssetMark Inc
California
$160 +$160 +5 New
Point72 Asset Management
175
Point72 Asset Management
Connecticut
– -$6.64M -226,989 Closed
4 5 6
7
8