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Surgery Partners
SGRY

Overview Fund Activity

168 hedge funds and large institutions have $5.98B invested in Surgery Partners in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
74
Reduced
36
Closed
21
Calls
$24.4M
Puts
$10M
Net Calls
+$14.4M
Net Calls Change
+$20M

Top Buyers

1
BlackRock
1
BlackRock
New York
$242M
2
Goldman Sachs
2
Goldman Sachs
New York
$43M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$70M
4
American Century Companies
4
American Century Companies
Missouri
$37.8M
5
Invesco
5
Invesco
Georgia
$148M

Top Sellers

1
APM
1
Avidity Partners Management
Texas
$70M
2
HRCM
2
Hood River Capital Management
Florida
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$293M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$236M
5
ITP
5
Iron Triangle Partners
Connecticut
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$2.62B 58,248,249 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$853M 18,957,857 +53,700 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M 6,778,140 +138,238 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$293M 6,511,304 -434,968 -6%
DCP
5
Durable Capital Partners
Maryland
$242M 5,373,188 -76,281 -1%
BlackRock
6
BlackRock
New York
$242M 5,372,530 +1,565,138 +41%
ClearBridge Investments
7
ClearBridge Investments
New York
$236M 5,236,352 -328,455 -6%
Invesco
8
Invesco
Georgia
$148M 3,299,141 +405,595 +14%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$73M 1,621,604 -210,040 -11%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$70M 1,555,043 +620,680 +66%
APM
11
Avidity Partners Management
Texas
$70M 1,555,000 -1,800,900 -54%
State Street
12
State Street
Massachusetts
$65.7M 1,461,248 +215,077 +17%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$64.3M 1,430,151 +288,504 +25%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$63.6M 1,414,724 +205,260 +17%
Goldman Sachs
15
Goldman Sachs
New York
$43M 955,796 +629,925 +193%
American Century Companies
16
American Century Companies
Missouri
$37.8M 840,236 +415,391 +98%
Northern Trust
17
Northern Trust
Illinois
$30.9M 686,112 +141,566 +26%
Norges Bank
18
Norges Bank
Norway
$27.4M 608,049 +89,007 +17%
ITP
19
Iron Triangle Partners
Connecticut
$26.1M 580,973 -234,579 -29%
Victory Capital Management
20
Victory Capital Management
Texas
$26.1M 579,899 -185,590 -24%
Charles Schwab
21
Charles Schwab
California
$23.2M 514,828 +50,583 +11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$22.7M 505,662 +147,410 +41%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$19.1M 425,023 -63,541 -13%
WCM Investment Management
24
WCM Investment Management
California
$19M 417,658 +29,692 +8%
Morgan Stanley
25
Morgan Stanley
New York
$15.5M 344,144 +232,079 +207%
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