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Surgery Partners
SGRY

Overview Fund Activity

182 hedge funds and large institutions have $4.42B invested in Surgery Partners in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
34
Increased
68
Reduced
60
Closed
31
Calls
$5.04M
Puts
$15.4M
Net Calls
-$10.4M
Net Calls Change
-$1.74M

Top Buyers

1
Invesco
Invesco
Georgia
$89.3M
2
KSCM
King Street Capital Management
New York
$46.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$177M
4
Victory Capital Management
Victory Capital Management
Texas
$42.9M
5
Ameriprise
Ameriprise
Minnesota
$37.3M

Top Sellers

1
DM
Deerfield Management
New York
$57.4M
2
DCP
Durable Capital Partners
Maryland
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$145M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
151
Quarry LP
New York
$27.3K -$72.1K -2,235 -73%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$24.1K -$1.74K -54 -7%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.4K +$6.42K +199 +49%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.9K +341 +178%
ICA
155
Infrastructure Capital Advisors
New York
$16.1K +$16.1K +500 New
S
156
SignatureFD
Georgia
$14.7K -$1.52K -47 -9%
PI
157
PEAK6 Investments
Illinois
$12.9K -$90.6K -2,810 -88%
Barrow, Hanley, Mewhinney & Strauss
158
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.9K -$1.93K -60 -14%
PS
159
Principal Securities
Iowa
$11.8K +$3.55K +110 +43%
BTI
160
Blue Trust Inc
Georgia
$10.7K +$8.92K +375 +493%
AWM
161
Avior Wealth Management
Nebraska
$5.67K -$580 -18 -9%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$5.55K – – –
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$5.26K +$5.26K +163 New
AF
164
Allworth Financial
California
$5.19K +$709 +22 +16%
PA
165
Parallel Advisors
California
$4.84K – – –
LC
166
Lindbrook Capital
California
$4.29K +$2.84K +88 +196%
GI
167
GAMMA Investing
California
$4.09K +$2.87K +89 +234%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4.06K +$4.06K +126 New
SAM
169
Smartleaf Asset Management
Massachusetts
$2.71K +$319 +10 +13%
RIL
170
Rothschild Investment LLC
Illinois
$2.58K +$1.77K +55 +220%
Bessemer Group
171
Bessemer Group
New Jersey
$2K +$2K +75 New
JWA
172
JFS Wealth Advisors
Pennsylvania
$1.84K +$967 +30 +111%
JSAM
173
J. Safra Asset Management
New York
$1.15K +$1.15K +36 New
HWM
174
Hemington Wealth Management
Virginia
$1K +$1K +40 New
FFA
175
Farther Finance Advisors
California
$708 -$19.1K -594 -96%
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7
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