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Surgery Partners
SGRY

Overview Fund Activity

164 hedge funds and large institutions have $3.94B invested in Surgery Partners in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 34 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
31
Increased
71
Reduced
41
Closed
34
Calls
$11.3M
Puts
$8.66M
Net Calls
+$2.62M
Net Calls Change
-$11.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$235M
2
DM
2
Deerfield Management
New York
$42.7M
3
Invesco
3
Invesco
Georgia
$105M
4
Goldman Sachs
4
Goldman Sachs
New York
$36.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.5M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$6.64M
2
ITP
2
Iron Triangle Partners
Connecticut
$0
3
IHAM
3
Integral Health Asset Management
New York
$0
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.7B 58,248,249 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$555M 18,974,832 +16,975 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$235M 8,022,700 +1,511,396 +23%
Vanguard Group
4
Vanguard Group
Pennsylvania
$197M 6,718,764 -59,376 -0.9%
BlackRock
5
BlackRock
New York
$159M 5,439,867 +67,337 +1%
DCP
6
Durable Capital Partners
Maryland
$157M 5,373,188 – –
ClearBridge Investments
7
ClearBridge Investments
New York
$154M 5,277,909 +41,557 +0.8%
Invesco
8
Invesco
Georgia
$105M 3,604,357 +305,216 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$49.5M 1,691,066 +260,915 +18%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$45.5M 1,556,964 +1,921 +0.1%
State Street
11
State Street
Massachusetts
$44.1M 1,507,172 +45,924 +3%
DM
12
Deerfield Management
New York
$42.7M 1,460,000 +1,460,000 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.9M 1,433,809 +19,085 +1%
APM
14
Avidity Partners Management
Texas
$39.1M 1,338,000 -217,000 -14%
Goldman Sachs
15
Goldman Sachs
New York
$36.4M 1,244,745 +288,949 +30%
American Century Companies
16
American Century Companies
Missouri
$26M 888,171 +47,935 +6%
Norges Bank
17
Norges Bank
Norway
$20.5M 701,068 +93,019 +15%
Northern Trust
18
Northern Trust
Illinois
$20M 684,239 -1,873 -0.3%
Victory Capital Management
19
Victory Capital Management
Texas
$16.5M 564,080 -15,819 -3%
Charles Schwab
20
Charles Schwab
California
$15.8M 539,473 +24,645 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$15.7M 535,275 +29,613 +6%
WCM Investment Management
22
WCM Investment Management
California
$13.6M 466,380 +48,722 +12%
UBS AM
23
UBS AM
Illinois
$11.6M 397,364 +9,519 +2%
RI
24
Redwood Investments
Massachusetts
$10.1M 346,788 +237,970 +219%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.3M 317,983 +18,900 +6%
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