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Surgery Partners
SGRY

Overview Fund Activity

137 hedge funds and large institutions have $4.69B invested in Surgery Partners in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 29 closing their positions.

Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
53
Reduced
30
Closed
29
Calls
$17M
Puts
$17.5M
Net Calls
-$476K
Net Calls Change
+$2.56M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
DCP
2
Durable Capital Partners
Maryland
$85.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$196M
4
ITP
4
Iron Triangle Partners
Connecticut
$29M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$216M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.1M
3
CA
3
CastleArk Alternatives
Illinois
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$70.5M
5
LCM
5
Laurion Capital Management
New York
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$2.62B 49,064,576 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$559M 10,474,373 +3,049,528 +41%
ClearBridge Investments
3
ClearBridge Investments
New York
$216M 4,038,627 +480,754 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$196M 3,662,570 +552,125 +18%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$150M 2,810,080 +284,644 +11%
BlackRock
6
BlackRock
New York
$121M 2,257,670 +259,833 +13%
DCP
7
Durable Capital Partners
Maryland
$85.1M 1,593,229 +1,593,229 New
Invesco
8
Invesco
Georgia
$83.1M 1,556,434 +376,600 +32%
Victory Capital Management
9
Victory Capital Management
Texas
$73.3M 1,372,328 +127,067 +10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70.5M 1,319,494 -120,642 -8%
Federated Hermes
11
Federated Hermes
Pennsylvania
$56M 1,049,393 +79,986 +8%
State Street
12
State Street
Massachusetts
$37.4M 699,707 +13,861 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.8M 633,701 +68,450 +12%
HRCM
14
Hood River Capital Management
Florida
$29.4M 549,593 +126,105 +30%
ITP
15
Iron Triangle Partners
Connecticut
$29M 543,696 +543,696 New
RCW
16
Rheos Capital Works
Japan
$22.1M 414,000 – –
UBS AM
17
UBS AM
Illinois
$21.4M 400,800 -12,462 -3%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$21.1M 394,695 +252,933 +178%
Northern Trust
19
Northern Trust
Illinois
$19.5M 365,782 +12,165 +3%
Bank of America
20
Bank of America
North Carolina
$18.6M 348,785 +50,290 +17%
AAP
21
Ardsley Advisory Partners
Connecticut
$18.2M 340,000 +40,000 +13%
WCM Investment Management
22
WCM Investment Management
California
$13.5M 252,624 +97,536 +63%
Charles Schwab
23
Charles Schwab
California
$13.2M 247,310 +35,036 +17%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$13M 243,561 -58,141 -19%
CC
25
Cannell & Co
New York
$9.59M 179,500 +171,450 +2,130%
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