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Surgery Partners
SGRY

Overview Fund Activity

137 hedge funds and large institutions have $2.66B invested in Surgery Partners in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 33 closing their positions.

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
60
Reduced
33
Closed
33
Calls
$5.07M
Puts
$4.57M
Net Calls
+$507K
Net Calls Change
-$12.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$390M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$28.5M
3
BlackRock
3
BlackRock
New York
$73.6M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$126M
5
CC
5
Cannell & Co
New York
$10.4M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$14.9M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$63.3M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.7M
5
RCW
5
Rheos Capital Works
Japan
$5.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.42B 49,064,576 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M 13,484,523 +1,606,776 +14%
ClearBridge Investments
3
ClearBridge Investments
New York
$126M 4,341,837 +259,325 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M 3,752,630 +64,831 +2%
BlackRock
5
BlackRock
New York
$73.6M 2,545,634 +265,385 +12%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$63.3M 2,189,764 -472,157 -18%
DCP
7
Durable Capital Partners
Maryland
$49M 1,694,280 -224,170 -12%
Invesco
8
Invesco
Georgia
$44.5M 1,540,274 -9,237 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$38M 1,312,225 +40,943 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$30.7M 1,063,183 -277,286 -21%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$28.5M 985,912 +781,126 +381%
State Street
12
State Street
Massachusetts
$22.3M 770,505 +42,267 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$20.5M 708,019 +41,014 +6%
HRCM
14
Hood River Capital Management
Florida
$19.5M 673,583 +29,394 +5%
Federated Hermes
15
Federated Hermes
Pennsylvania
$14.9M 514,218 -534,982 -51%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$13.8M 475,598 +18,460 +4%
Northern Trust
17
Northern Trust
Illinois
$11M 381,705 +28,236 +8%
UBS AM
18
UBS AM
Illinois
$10.8M 373,431 -9,946 -3%
WCM Investment Management
19
WCM Investment Management
California
$10.6M 353,478 +74,410 +27%
CC
20
Cannell & Co
New York
$10.4M 361,245 +135,270 +60%
AAP
21
Ardsley Advisory Partners
Connecticut
$10.1M 350,000 +70,000 +25%
Bank of America
22
Bank of America
North Carolina
$9.75M 337,174 -13,254 -4%
ITP
23
Iron Triangle Partners
Connecticut
$7.76M 268,176 -131,824 -33%
Charles Schwab
24
Charles Schwab
California
$7.63M 263,903 +8,310 +3%
CCP
25
Clough Capital Partners
Massachusetts
$6.48M 223,881 -74,900 -25%
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