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Surgery Partners

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26%122.97% (+1.7%)

1% more funds holding

Funds holding: 180182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$298 +$359 +25 New
MCM
177
MAI Capital Management
Ohio
$251 +$301 +21 New
GFA
178
Godfrey Financial Associates
New York
$250
TFA
179
Transamerica Financial Advisors
Florida
$119 +$29 +2 +25%
SPIA
180
Steward Partners Investment Advisory
New York
$48
DF
181
Dunhill Financial
United Kingdom
$26
RFP
182
Root Financial Partners
California
$24
HFS
183
Hughes Financial Services
Virginia
$12 +$14 +1 New
Verition Fund Management
184
Verition Fund Management
Connecticut
-$4.34M -281,196 Closed
ACA
185
AYAL Capital Advisors
Ontario, Canada
-$3.48M -225,000 Closed
Norges Bank
186
Norges Bank
Norway
-$3.46M -223,742 Closed
SGH
187
Sivik Global Healthcare
Connecticut
-$3.09M -200,000 Closed
JG
188
Jain Global
New York
-$2.69M -174,114 Closed
WAM
189
Weiss Asset Management
Massachusetts
-$2.45M -158,589 Closed
Walleye Trading
190
Walleye Trading
New York
-$2.08M -134,613 Closed
EP
191
Edgestream Partners
New Jersey
-$2.08M -134,572 Closed
AI
192
Atom Investors
Texas
-$2.07M -134,053 Closed
DM
193
Deerfield Management
New York
-$1.74M -112,623 Closed
American Century Companies
194
American Century Companies
Missouri
-$1.07M -69,099 Closed
HT
195
Headlands Technologies
Illinois
-$448K -28,978 Closed
Bessemer Group
196
Bessemer Group
New Jersey
-$433K -27,999 Closed
Group One Trading
197
Group One Trading
Illinois
-$299K -20,864 Closed
HF
198
HRT Financial
New York
-$273K -17,700 Closed
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
-$181K -11,730 Closed
C
200
Certuity
Florida
-$176K -11,360 Closed