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Surgery Partners
SGRY

Overview Fund Activity

182 hedge funds and large institutions have $3B invested in Surgery Partners in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
69
Reduced
55
Closed
34
Calls
$9.06M
Puts
$14.8M
Net Calls
-$5.73M
Net Calls Change
+$4.66M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$245M
2
KSCM
2
King Street Capital Management
New York
$59.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$37M
4
HPCM
4
Hein Park Capital Management
New York
$24.1M
5
American Century Companies
5
American Century Companies
Missouri
$29.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$125M
2
DM
2
Deerfield Management
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$345M
4
Ameriprise
4
Ameriprise
Minnesota
$562K
5
TCP
5
ThornTree Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
151
Quarry LP
New York
$7.66K -$10.3K -485 -57%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$7K -$4.62K -212 -40%
AF
153
Allworth Financial
California
$6.35K +$3.07K +151 +94%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$6.29K +$6.29K +297 New
VWM
155
Venturi Wealth Management
Texas
$5K +$5K +236 New
AWM
156
Avior Wealth Management
Nebraska
$3.58K -$148 -7 -4%
GRP
157
Global Retirement Partners
California
$3.49K +$3.24K +153 +1,275%
PA
158
Parallel Advisors
California
$3.18K – – –
GI
159
GAMMA Investing
California
$2.35K -$339 -16 -13%
BIA
160
Bell Investment Advisors
California
$1.86K +$1.86K +88 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.57K -$1.1K -52 -41%
RS
162
R Squared
Hong Kong
$1.06K +$1.06K +50 New
RIL
163
Rothschild Investment LLC
Illinois
$953 -$741 -35 -44%
LC
164
Lindbrook Capital
California
$804 -$2.01K -95 -71%
JSAM
165
J. Safra Asset Management
New York
$741 – – –
AAP
166
Arax Advisory Partners
Colorado
$657 +$657 +31 New
SAM
167
Smartleaf Asset Management
Massachusetts
$575 -$1.17K -57 -67%
HCP
168
Hexagon Capital Partners
Arkansas
$572 +$530 +25 +1,250%
CA
169
CoreCap Advisors
Michigan
$487 +$487 +23 New
EWA
170
EverSource Wealth Advisors
Alabama
$487 +$487 +23 New
JWA
171
JFS Wealth Advisors
Pennsylvania
$360 -$847 -40 -70%
ACM
172
Aster Capital Management
United Arab Emirates
$254 +$254 +12 New
FFA
173
Farther Finance Advisors
California
$191 -$276 -13 -59%
DPW
174
DiNuzzo Private Wealth
Pennsylvania
$149 -$106 -5 -42%
GFPC
175
Global Financial Private Client
Florida
$106 +$106 +5 New
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7
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