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Surgery Partners
SGRY

Overview Fund Activity

174 hedge funds and large institutions have $4.33B invested in Surgery Partners in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
78
Reduced
46
Closed
23
Calls
$10.5M
Puts
$14.9M
Net Calls
-$4.4M
Net Calls Change
-$7.01M

Top Buyers

1
JFG
1
Jefferies Financial Group
New York
$146M
2
ITP
2
Iron Triangle Partners
Connecticut
$33.4M
3
BlackRock
3
BlackRock
New York
$200M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
TCP
5
ThornTree Capital Partners
Massachusetts
$20.7M

Top Sellers

1
BCI
1
Bain Capital Investors
Massachusetts
$1.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$586M
3
American Century Companies
3
American Century Companies
Missouri
$11.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$35.4M
5
RI
5
Redwood Investments
Massachusetts
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.6B 49,946,972 -8,301,277 -14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$586M 18,331,456 -643,376 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$266M 8,318,176 +295,476 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M 7,417,609 +698,845 +10%
BlackRock
5
BlackRock
New York
$200M 6,241,972 +802,105 +15%
ClearBridge Investments
6
ClearBridge Investments
New York
$177M 5,525,671 +247,762 +5%
DCP
7
Durable Capital Partners
Maryland
$175M 5,477,303 +104,115 +2%
JFG
8
Jefferies Financial Group
New York
$146M 4,563,265 +4,547,286 +28,458%
Invesco
9
Invesco
Georgia
$122M 3,805,039 +200,682 +6%
DM
10
Deerfield Management
New York
$67.4M 2,105,509 +645,509 +44%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.9M 1,840,212 +149,146 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$53M 1,656,939 +223,130 +16%
State Street
13
State Street
Massachusetts
$51.5M 1,608,541 +101,369 +7%
APM
14
Avidity Partners Management
Texas
$37.3M 1,165,932 -172,068 -13%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$35.4M 1,107,671 -449,293 -29%
ITP
16
Iron Triangle Partners
Connecticut
$33.4M 1,044,530 +1,044,530 New
Goldman Sachs
17
Goldman Sachs
New York
$32.4M 1,012,774 -231,971 -19%
Morgan Stanley
18
Morgan Stanley
New York
$27.7M 865,222 +620,593 +254%
Norges Bank
19
Norges Bank
Norway
$25.8M 805,396 +104,328 +15%
Northern Trust
20
Northern Trust
Illinois
$24.6M 768,919 +84,680 +12%
TCP
21
ThornTree Capital Partners
Massachusetts
$20.7M 647,367 +647,367 New
Charles Schwab
22
Charles Schwab
California
$19.5M 609,874 +70,401 +13%
Victory Capital Management
23
Victory Capital Management
Texas
$18.1M 565,032 +952 +0.2%
WCM Investment Management
24
WCM Investment Management
California
$16.3M 505,836 +39,456 +8%
UBS AM
25
UBS AM
Illinois
$15.8M 495,442 +98,078 +25%
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