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Surgery Partners
SGRY

Overview Fund Activity

119 hedge funds and large institutions have $2.55B invested in Surgery Partners in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 21 closing their positions.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
45
Reduced
37
Closed
21
Calls
$29.8M
Puts
$27.5M
Net Calls
+$2.34M
Net Calls Change
-$4.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$303M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$121M
3
Victory Capital Management
3
Victory Capital Management
Texas
$36.6M
4
Invesco
4
Invesco
Georgia
$54.9M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$36.5M

Top Sellers

1
KSCM
1
King Street Capital Management
New York
$0
2
Millennium Management
2
Millennium Management
New York
$14.5M
3
HPCM
3
Hein Park Capital Management
New York
$0
4
APM
4
Avidity Partners Management
Texas
$0
5
EGI
5
EAM Global Investors
California
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.17B 26,455,651 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$303M 6,845,716 +6,228,416 +1,009%
ClearBridge Investments
3
ClearBridge Investments
New York
$161M 3,644,171 -46,564 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$121M 2,723,997 +2,716,573 +36,592%
Vanguard Group
5
Vanguard Group
Pennsylvania
$99.1M 2,240,183 +491,660 +28%
BlackRock
6
BlackRock
New York
$86.7M 1,957,877 +386,547 +25%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$58.8M 1,331,076 +61,789 +5%
Invesco
8
Invesco
Georgia
$54.9M 1,239,317 +738,247 +147%
Victory Capital Management
9
Victory Capital Management
Texas
$36.6M 827,840 +756,332 +1,058%
Federated Hermes
10
Federated Hermes
Pennsylvania
$36.5M 824,977 +684,667 +488%
PCH
11
Polar Capital Holdings
United Kingdom
$32.7M 738,826 -60,228 -8%
ITP
12
Iron Triangle Partners
Connecticut
$32.1M 725,000 -194,338 -21%
RA
13
Royce & Associates
New York
$29.7M 670,340 -130,600 -16%
State Street
14
State Street
Massachusetts
$24.1M 545,133 +27,189 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.2M 479,020 +124,185 +35%
Morgan Stanley
16
Morgan Stanley
New York
$20.1M 454,844 +429,047 +1,663%
AAP
17
Ardsley Advisory Partners
Connecticut
$17.8M 402,000 -15,000 -4%
CM
18
Castleark Management
Illinois
$14.7M 332,059 +61,638 +23%
Northern Trust
19
Northern Trust
Illinois
$14.5M 327,557 +10,339 +3%
Millennium Management
20
Millennium Management
New York
$14.5M 326,880 -543,798 -62%
BCM
21
Bridgeway Capital Management
Texas
$12.4M 279,041 -4,000 -1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$12.3M 277,627 -15,502 -5%
Bank of America
23
Bank of America
North Carolina
$12M 270,091 +22,452 +9%
WCM Investment Management
24
WCM Investment Management
California
$10.3M 232,675 -5,838 -2%
LCG
25
Lisanti Capital Growth
New York
$8.33M 188,215 +188,215 New
1
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