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Surgery Partners
SGRY

Overview Fund Activity

179 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$74.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$302M
3
DM
3
Deerfield Management
New York
$95.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$29.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$566M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Invesco
2
Invesco
Georgia
$69.1M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.49B 49,946,972 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$566M 18,990,788 +659,332 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$302M 10,111,904 +1,793,728 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$223M 7,479,009 +61,400 +0.8%
BlackRock
5
BlackRock
New York
$190M 6,358,310 +116,338 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$164M 5,512,523 -13,148 -0.2%
DCP
7
Durable Capital Partners
Maryland
$143M 4,784,463 -692,840 -13%
DM
8
Deerfield Management
New York
$95.1M 3,186,803 +1,081,294 +51%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$74.7M 2,504,248 +2,473,282 +7,987%
Invesco
10
Invesco
Georgia
$69.1M 2,316,426 -1,488,613 -39%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$66M 2,211,592 +371,380 +20%
State Street
12
State Street
Massachusetts
$51.5M 1,727,118 +118,577 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51M 1,708,124 +51,185 +3%
APM
14
Avidity Partners Management
Texas
$43.1M 1,445,000 +279,068 +24%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$30.7M 1,028,656 -79,015 -7%
RSCM
16
Rock Springs Capital Management
Maryland
$29.4M 985,000 +985,000 New
Norges Bank
17
Norges Bank
Norway
$25.2M 845,576 +40,180 +5%
Goldman Sachs
18
Goldman Sachs
New York
$23.3M 780,889 -231,885 -23%
Northern Trust
19
Northern Trust
Illinois
$22.1M 741,596 -27,323 -4%
Victory Capital Management
20
Victory Capital Management
Texas
$19.7M 660,128 +95,096 +17%
Charles Schwab
21
Charles Schwab
California
$19.6M 657,793 +47,919 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$18.2M 610,937 +145,947 +31%
TCP
23
ThornTree Capital Partners
Massachusetts
$16.3M 546,080 -101,287 -16%
UBS AM
24
UBS AM
Illinois
$15.3M 514,506 +19,064 +4%
WCM Investment Management
25
WCM Investment Management
California
$15.2M 508,488 +2,652 +0.5%
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