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Surgery Partners
SGRY

Overview Fund Activity

151 hedge funds and large institutions have $4.48B invested in Surgery Partners in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
151
Holders Change
-10
Holders Change %
-6.21%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
63
Reduced
40
Closed
29
Calls
$495K
Puts
$6.15M
Net Calls
-$5.65M
Net Calls Change
-$6.44M

Top Buyers

1
Invesco
1
Invesco
Georgia
$99.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$652M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$32.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$12.3M

Top Sellers

1
ITP
1
Iron Triangle Partners
Connecticut
$28.1M
2
DCP
2
Durable Capital Partners
Maryland
$188M
3
LP
3
LMR Partners
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
CC
5
Cannell & Co
New York
$5.59M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$2.01B 58,248,249 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$652M 18,904,157 +513,573 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$239M 6,946,272 +151,794 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$229M 6,639,902 +769,792 +13%
ClearBridge Investments
5
ClearBridge Investments
New York
$192M 5,564,807 +85,490 +2%
DCP
6
Durable Capital Partners
Maryland
$188M 5,449,469 -404,526 -7%
BlackRock
7
BlackRock
New York
$131M 3,807,392 +143,719 +4%
APM
8
Avidity Partners Management
Texas
$116M 3,355,900 +243,900 +8%
Invesco
9
Invesco
Georgia
$99.7M 2,893,546 +1,196,654 +71%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$63.1M 1,831,644 -361,779 -16%
State Street
11
State Street
Massachusetts
$43M 1,246,171 +84,470 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$41.7M 1,209,464 +145,203 +14%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$39.3M 1,141,647 -108,898 -9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$32.2M 934,363 +458,864 +97%
ITP
15
Iron Triangle Partners
Connecticut
$28.1M 815,552 -464,448 -36%
HRCM
16
Hood River Capital Management
Florida
$27.3M 791,324 +31,909 +4%
Victory Capital Management
17
Victory Capital Management
Texas
$26.4M 765,489 +12,007 +2%
Northern Trust
18
Northern Trust
Illinois
$18.8M 544,546 +23,577 +5%
Norges Bank
19
Norges Bank
Norway
$17.9M 519,042 +84,012 +19%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$16.8M 488,564 -9,203 -2%
Charles Schwab
21
Charles Schwab
California
$16M 464,245 +28,764 +7%
American Century Companies
22
American Century Companies
Missouri
$14.6M 424,845 +4,321 +1%
WCM Investment Management
23
WCM Investment Management
California
$13.4M 387,966 +2,791 +0.7%
UBS AM
24
UBS AM
Illinois
$13.4M 387,845 +3,494 +0.9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$12.3M 358,252 +358,252 New
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