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Surgery Partners
SGRY

Overview Fund Activity

98 hedge funds and large institutions have $1.02B invested in Surgery Partners in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
29
Reduced
36
Closed
20
Calls
$20.4M
Puts
$835K
Net Calls
+$19.6M
Net Calls Change
+$19.2M

Top Buyers

1
PC
1
Polar Capital
United Kingdom
$16.1M
2
AAP
2
Ardsley Advisory Partners
Connecticut
$6.7M
3
CM
3
Castleark Management
Illinois
$5.56M
4
Invesco
4
Invesco
Georgia
$6.16M
5
WP
5
Woodline Partners
California
$3.17M

Top Sellers

1
CP
1
Centerbridge Partners
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.14M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$579M 26,455,651 – –
ClearBridge Investments
2
ClearBridge Investments
New York
$80.8M 3,691,506 +73,809 +2%
KSCM
3
King Street Capital Management
New York
$41.1M 1,878,733 -29,669 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.6M 1,715,753 -43,412 -2%
BlackRock
5
BlackRock
New York
$33.4M 1,523,228 -85,079 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$26.5M 1,210,958 -167,900 -12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$18.5M 845,800 -330,700 -28%
RA
8
Royce & Associates
New York
$17.4M 793,376 -135,631 -15%
ITP
9
Iron Triangle Partners
Connecticut
$16.4M 750,000 +73,348 +11%
PC
10
Polar Capital
United Kingdom
$16.1M 736,792 +736,792 New
State Street
11
State Street
Massachusetts
$9.82M 448,179 -39,078 -8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$9.12M 390,208 +15,785 +4%
KCM
13
Kennedy Capital Management
Missouri
$7.98M 364,428 -87,594 -19%
WCM Investment Management
14
WCM Investment Management
California
$7.96M 363,492 -78,478 -18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$7.53M 344,028 +9,007 +3%
Bank of America
16
Bank of America
North Carolina
$7.34M 335,344 +51,366 +18%
Northern Trust
17
Northern Trust
Illinois
$7.28M 332,622 -13,616 -4%
AAP
18
Ardsley Advisory Partners
Connecticut
$6.7M 306,065 +306,065 New
BCM
19
Bridgeway Capital Management
Texas
$6.2M 283,041 -3,500 -1%
Invesco
20
Invesco
Georgia
$6.16M 281,079 +227,494 +425%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.14M 313,015 -318,257 -50%
CM
22
Castleark Management
Illinois
$5.56M 254,040 +254,040 New
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$5.18M 236,544 -115,260 -33%
DCM
24
Dimension Capital Management
Florida
$3.52M 160,695 -11,613 -7%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$3.37M 154,040 -51,158 -25%
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