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 %
Allspring Global Investments
176
Allspring Global Investments
North Carolina
– -$5.49M -187,788 Closed
CM
177
Castleark Management
Illinois
– -$3.39M -116,020 Closed
HIM
178
Hillsdale Investment Management
Ontario, Canada
– -$3.21M -109,630 Closed
Ameriprise
179
Ameriprise
Minnesota
– -$1.42M -48,480 Closed
Connor, Clark & Lunn Investment Management (CC&L)
180
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.18M -40,295 Closed
WB
181
WesBanco Bank
West Virginia
– -$751K -25,663 Closed
ECM
182
ExodusPoint Capital Management
New York
– -$578K -19,773 Closed
IA
183
Inspire Advisors
Idaho
– -$499K -17,046 Closed
JF
184
Jump Financial
Illinois
– -$475K -16,229 Closed
PFG
185
PAX Financial Group
Texas
– -$457K -15,609 Closed
CF
186
Cantor Fitzgerald
New York
– -$316K -10,820 Closed
CM
187
Caption Management
Oklahoma
– -$277K -9,475 Closed
MFS
188
Mirabella Financial Services
United Kingdom
– -$242K -8,260 Closed
WG
189
Winton Group
United Kingdom
– -$234K -8,001 Closed
GPWA
190
Great Point Wealth Advisors
Massachusetts
– -$215K -7,361 Closed
ACM
191
Aquatic Capital Management
Illinois
– -$208K -7,100 Closed
OQS
192
Occudo Quantitative Strategies
Florida
– -$200K -6,853 Closed
Group One Trading
193
Group One Trading
Illinois
– -$102K -3,496 Closed
SCA
194
Stonebridge Capital Advisors
Minnesota
– -$29.3K -1,000 Closed
SIC
195
Salem Investment Counselors
North Carolina
– -$14.6K -500 Closed
AAP
196
Arax Advisory Partners
Colorado
– -$8.78K -300 Closed
MCM
197
Manchester Capital Management
Vermont
– -$293 -10 Closed
Man Group
198
Man Group
United Kingdom
– -$267K – –
4 5 6 7
8