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Surgery Partners
SGRY

Overview Fund Activity

98 hedge funds and large institutions have $558M invested in Surgery Partners in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
24
Reduced
30
Closed
15
Calls
$648K
Puts
$274K
Net Calls
+$374K
Net Calls Change
+$359K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$9.95M
2
ITP
2
Iron Triangle Partners
Connecticut
$7.83M
3
WCM Investment Management
3
WCM Investment Management
California
$5.11M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.76M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.32M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$760K
4
RA
4
Royce & Associates
New York
$10.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$306M 26,455,651 – –
ClearBridge Investments
2
ClearBridge Investments
New York
$41.9M 3,617,697 +93,437 +3%
KSCM
3
King Street Capital Management
New York
$22.1M 1,908,402 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.4M 1,759,165 +423,371 +32%
BlackRock
5
BlackRock
New York
$18.6M 1,608,307 -52,130 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16M 1,378,858 +148,278 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.6M 1,176,500 -170,900 -13%
RA
8
Royce & Associates
New York
$10.7M 929,007 -172,500 -16%
CP
9
Centerbridge Partners
New York
$10.6M 919,237 -117,763 -11%
Millennium Management
10
Millennium Management
New York
$9.95M 859,513 +859,513 New
ITP
11
Iron Triangle Partners
Connecticut
$7.83M 676,652 +676,652 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$7.3M 631,272 -185,868 -23%
State Street
13
State Street
Massachusetts
$5.64M 487,257 +24,277 +5%
KCM
14
Kennedy Capital Management
Missouri
$5.23M 452,022 +81,257 +22%
WCM Investment Management
15
WCM Investment Management
California
$5.11M 441,970 +441,970 New
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$4.76M 411,206 +411,206 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$4.23M 374,423 +32,145 +9%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.07M 351,804 +351,804 New
Northern Trust
19
Northern Trust
Illinois
$4.01M 346,238 +41,092 +13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.88M 335,021 +10,867 +3%
BCM
21
Bridgeway Capital Management
Texas
$3.32M 286,541 +134,300 +88%
Bank of America
22
Bank of America
North Carolina
$3.29M 283,978 +15,575 +6%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$2.37M 205,198 -26,702 -12%
DCM
24
Dimension Capital Management
Florida
$1.99M 172,308 -18,562 -10%
Charles Schwab
25
Charles Schwab
California
$1.56M 134,452 +3,131 +2%
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