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Surgery Partners
SGRY

Overview Fund Activity

149 hedge funds and large institutions have $4.96B invested in Surgery Partners in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
56
Reduced
43
Closed
16
Calls
$22.6M
Puts
$9.92M
Net Calls
+$12.7M
Net Calls Change
+$13.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$654M
2
DCP
2
Durable Capital Partners
Maryland
$106M
3
CCP
3
Clough Capital Partners
Massachusetts
$16.4M
4
Calamos Advisors
4
Calamos Advisors
Illinois
$8.1M
5
PI
5
Putnam Investments
Massachusetts
$6.72M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$147M
2
ITP
2
Iron Triangle Partners
Connecticut
$22M
3
SSA
3
Schonfeld Strategic Advisors
New York
$4.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.63M
5
BCM
5
Bridgeway Capital Management
Texas
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$2.7B 49,064,576 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$654M 11,877,747 +1,403,374 +13%
ClearBridge Investments
3
ClearBridge Investments
New York
$225M 4,082,512 +43,885 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$203M 3,687,799 +25,229 +0.7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$147M 2,661,921 -148,159 -5%
BlackRock
6
BlackRock
New York
$126M 2,280,249 +22,579 +1%
DCP
7
Durable Capital Partners
Maryland
$106M 1,918,450 +325,221 +20%
Invesco
8
Invesco
Georgia
$85.3M 1,549,511 -6,923 -0.4%
Victory Capital Management
9
Victory Capital Management
Texas
$73.7M 1,340,469 -31,859 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70M 1,271,282 -48,212 -4%
Federated Hermes
11
Federated Hermes
Pennsylvania
$57.8M 1,049,200 -193 -0%
State Street
12
State Street
Massachusetts
$40.1M 728,238 +28,531 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.7M 667,005 +33,304 +5%
HRCM
14
Hood River Capital Management
Florida
$35.5M 644,189 +94,596 +17%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$23.8M 457,138 +62,443 +16%
RCW
16
Rheos Capital Works
Japan
$22.8M 414,000 – –
ITP
17
Iron Triangle Partners
Connecticut
$22M 400,000 -143,696 -26%
UBS AM
18
UBS AM
Illinois
$21.1M 383,377 -17,423 -4%
Northern Trust
19
Northern Trust
Illinois
$19.5M 353,469 -12,313 -3%
Bank of America
20
Bank of America
North Carolina
$19.3M 350,428 +1,643 +0.5%
CCP
21
Clough Capital Partners
Massachusetts
$16.4M 298,781 +298,781 New
AAP
22
Ardsley Advisory Partners
Connecticut
$15.4M 280,000 -60,000 -18%
WCM Investment Management
23
WCM Investment Management
California
$15.4M 279,068 +26,444 +10%
Charles Schwab
24
Charles Schwab
California
$14.1M 255,593 +8,283 +3%
CC
25
Cannell & Co
New York
$12.4M 225,975 +46,475 +26%
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