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Surgery Partners
SGRY

Overview Fund Activity

182 hedge funds and large institutions have $4.42B invested in Surgery Partners in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 31 closing their positions.

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
34
Increased
68
Reduced
60
Closed
31
Calls
$5.04M
Puts
$15.4M
Net Calls
-$10.4M
Net Calls Change
-$1.74M

Top Buyers

1
Invesco
1
Invesco
Georgia
$89.3M
2
KSCM
2
King Street Capital Management
New York
$46.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$177M
4
Victory Capital Management
4
Victory Capital Management
Texas
$42.9M
5
Ameriprise
5
Ameriprise
Minnesota
$37.3M

Top Sellers

1
DM
1
Deerfield Management
New York
$57.4M
2
DCP
2
Durable Capital Partners
Maryland
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$145M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$17.3M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.61B 49,946,972 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$590M 18,311,867 +546,869 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$317M 9,846,001 -617,585 -6%
BlackRock
4
BlackRock
New York
$247M 7,652,504 +15,738 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$240M 7,446,133 -24,931 -0.3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$177M 5,497,368 +1,184,450 +27%
ClearBridge Investments
7
ClearBridge Investments
New York
$145M 4,501,055 -1,084,475 -19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$97.2M 3,014,049 +212,958 +8%
Invesco
9
Invesco
Georgia
$89.3M 2,770,330 +1,760,946 +174%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$60.1M 1,864,346 +42,897 +2%
State Street
11
State Street
Massachusetts
$58M 1,799,054 -10,810 -0.6%
DM
12
Deerfield Management
New York
$57.4M 1,780,287 -2,927,000 -62%
KSCM
13
King Street Capital Management
New York
$46.7M 1,450,000 +1,450,000 New
Victory Capital Management
14
Victory Capital Management
Texas
$42.9M 1,330,399 +777,038 +140%
Ameriprise
15
Ameriprise
Minnesota
$37.3M 1,157,188 +713,818 +161%
Goldman Sachs
16
Goldman Sachs
New York
$34.7M 1,076,564 -402,620 -27%
EOJOAM
17
E. Ohman J:or Asset Management
Sweden
$28.6M 886,088 +209,888 +31%
APM
18
Avidity Partners Management
Texas
$26.7M 827,000 -479,477 -37%
Charles Schwab
19
Charles Schwab
California
$24.9M 772,746 +38,810 +5%
Northern Trust
20
Northern Trust
Illinois
$24.1M 746,133 +31,086 +4%
TCP
21
ThornTree Capital Partners
Massachusetts
$23.8M 736,999 -262,950 -26%
SAM
22
Silvercrest Asset Management
New York
$22.2M 689,024 +232,293 +51%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$22.2M 687,283 +200,825 +41%
MIIM
24
Mesirow Institutional Investment Management
Illinois
$19.3M 599,861 +82,894 +16%
UBS AM
25
UBS AM
Illinois
$18.7M 578,548 -1,768 -0.3%
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