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Surgery Partners
SGRY

Overview Fund Activity

135 hedge funds and large institutions have $3.43B invested in Surgery Partners in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 26 closing their positions.

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
28
Increased
43
Reduced
41
Closed
26
Calls
$19.9M
Puts
$23M
Net Calls
-$3.04M
Net Calls Change
-$7.61M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$34.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$52.7M
3
UBS AM
3
UBS AM
Illinois
$17.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.8M
5
CA
5
CastleArk Alternatives
Illinois
$7.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.81M
2
LCG
2
Lisanti Capital Growth
New York
$1.24M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$107M
4
MS
4
Maven Securities
Jersey
$0
5
RA
5
Royce & Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$2.08B 49,064,576 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$314M 7,424,845 +157,328 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$151M 3,557,873 +16,009 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$132M 3,110,445 +10,324 +0.3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$107M 2,525,436 -160,058 -6%
BlackRock
6
BlackRock
New York
$84.6M 1,997,837 -71,699 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$61M 1,440,136 -75,939 -5%
Victory Capital Management
8
Victory Capital Management
Texas
$52.7M 1,245,261 +409,099 +49%
Invesco
9
Invesco
Georgia
$50M 1,179,834 -144,315 -11%
Federated Hermes
10
Federated Hermes
Pennsylvania
$41M 969,407 +35,979 +4%
Millennium Management
11
Millennium Management
New York
$34.9M 823,891 +823,891 New
State Street
12
State Street
Massachusetts
$29M 685,846 +33,148 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.9M 565,251 +13,176 +2%
HRCM
14
Hood River Capital Management
Florida
$17.9M 423,488 -17,551 -4%
RCW
15
Rheos Capital Works
Japan
$17.5M 414,000 +16,000 +4%
UBS AM
16
UBS AM
Illinois
$17.5M 413,262 +378,797 +1,099%
Northern Trust
17
Northern Trust
Illinois
$15M 353,617 -6,313 -2%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$12.8M 301,702 +301,702 New
AAP
19
Ardsley Advisory Partners
Connecticut
$12.7M 300,000 -21,500 -7%
Bank of America
20
Bank of America
North Carolina
$12.6M 298,495 -11,362 -4%
Charles Schwab
21
Charles Schwab
California
$8.99M 212,274 -1,646 -0.8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$8.14M 192,289 -82,111 -30%
CM
23
Castleark Management
Illinois
$7.1M 167,793 -7,020 -4%
CA
24
CastleArk Alternatives
Illinois
$7.1M 167,793 +167,793 New
WCM Investment Management
25
WCM Investment Management
California
$6.57M 155,088 +1,014 +0.7%
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