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Surgery Partners
SGRY

Overview Fund Activity

161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+23
Holders Change %
+16.67%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
73
Reduced
29
Closed
20
Calls
$7.92M
Puts
$7.13M
Net Calls
+$783K
Net Calls Change
-$2.89M

Top Buyers

1
BCI
1
Bain Capital Investors
Massachusetts
$1.62B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$189M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$512M
4
DCP
4
Durable Capital Partners
Maryland
$163M
5
APM
5
Avidity Partners Management
Texas
$86.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
PCH
2
Polar Capital Holdings
United Kingdom
$405K
3
CC
3
Cannell & Co
New York
$14.6M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$21M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.62B 58,248,249 +9,183,673 +19%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512M 18,390,584 +4,900,320 +36%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$189M 6,794,478 +6,794,478 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$164M 5,870,110 +2,094,544 +55%
DCP
5
Durable Capital Partners
Maryland
$163M 5,853,995 +3,719,766 +174%
ClearBridge Investments
6
ClearBridge Investments
New York
$153M 5,479,317 +1,088,289 +25%
BlackRock
7
BlackRock
New York
$102M 3,663,673 +1,057,577 +41%
APM
8
Avidity Partners Management
Texas
$86.7M 3,112,000 +2,844,400 +1,063%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$61.1M 2,193,423 +1,598,658 +269%
Invesco
10
Invesco
Georgia
$47.3M 1,696,892 +85,044 +5%
ITP
11
Iron Triangle Partners
Connecticut
$35.7M 1,280,000 +730,000 +133%
State Street
12
State Street
Massachusetts
$32.4M 1,161,701 +316,395 +37%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.7M 1,064,261 +321,750 +43%
HRCM
14
Hood River Capital Management
Florida
$21.2M 759,415 +72,954 +11%
Victory Capital Management
15
Victory Capital Management
Texas
$21M 753,482 -170,999 -18%
Goldman Sachs
16
Goldman Sachs
New York
$19.9M 712,642 +492,645 +224%
CC
17
Cannell & Co
New York
$14.6M 525,705 -366,450 -41%
Northern Trust
18
Northern Trust
Illinois
$14.5M 520,969 +140,177 +37%
LP
19
LMR Partners
United Kingdom
$13.9M 500,000 +500,000 New
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$13.9M 497,767 +97,067 +24%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$13.2M 475,499 -164,777 -26%
Charles Schwab
22
Charles Schwab
California
$12.1M 435,481 +151,309 +53%
Norges Bank
23
Norges Bank
Norway
$12.1M 435,030 +133,490 +44%
American Century Companies
24
American Century Companies
Missouri
$11.7M 420,524 +420,524 New
WCM Investment Management
25
WCM Investment Management
California
$10.7M 385,175 -6,414 -2%
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