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Surgery Partners
SGRY

Overview Fund Activity

179 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$74.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$302M
3
DM
3
Deerfield Management
New York
$95.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$29.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$566M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Invesco
2
Invesco
Georgia
$69.1M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
151
Headlands Technologies
Illinois
$26.9K -$108K -3,628 -80%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$20.4K +$1.46K +49 +8%
FFA
153
Farther Finance Advisors
California
$18.1K +$17.2K +595 +1,919%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$17.9K +$9.1K +305 +103%
SWS
155
SYSTM Wealth Solutions
Illinois
$15.8K +$2.75K +92 +21%
SO
156
STRS Ohio
Ohio
$14K -$30.8K -1,100 -69%
CFM
157
Catalyst Funds Management
Australia
$8.95K +$8.95K +300 New
FHA
158
First Horizon Advisors
Tennessee
$8.41K – – –
Barrow, Hanley, Mewhinney & Strauss
159
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.97K +$5.97K +200 New
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.4K +47 +39%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.86K +$4.86K +163 New
PA
162
Parallel Advisors
California
$4.74K – – –
PS
163
Principal Securities
Iowa
$3.91K +$3.91K +131 New
DA
164
Denali Advisors
California
$3.46K +$1.4K +47 +68%
LC
165
Lindbrook Capital
California
$3.28K +$209 +7 +7%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$3.12K +$3.12K +108 New
AWM
167
Avior Wealth Management
Nebraska
$1.7K +$1.7K +57 New
VNA
168
Valley National Advisers
Pennsylvania
$1K +$182 +10 +22%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$931 – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$806 +$269 +9 +50%
GI
171
GAMMA Investing
California
$537 – – –
BIA
172
Bell Investment Advisors
California
$478 +$478 +16 New
SIC
173
SJS Investment Consulting
Ohio
$418 +$60 +2 +17%
GRP
174
Global Retirement Partners
California
$358 -$477 -16 -57%
AF
175
Allworth Financial
California
$299 – – –
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7
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