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Surgery Partners
SGRY

Overview Fund Activity

182 hedge funds and large institutions have $3B invested in Surgery Partners in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 34 closing their positions.

Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
69
Reduced
55
Closed
34
Calls
$9.06M
Puts
$14.8M
Net Calls
-$5.73M
Net Calls Change
+$4.66M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$245M
2
KSCM
2
King Street Capital Management
New York
$59.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$37M
4
HPCM
4
Hein Park Capital Management
New York
$24.1M
5
American Century Companies
5
American Century Companies
Missouri
$29.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$125M
2
DM
2
Deerfield Management
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$345M
4
Ameriprise
4
Ameriprise
Minnesota
$562K
5
TCP
5
ThornTree Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.06B 49,946,972 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M 16,281,863 -2,030,004 -11%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$245M 11,554,845 +6,057,477 +110%
BlackRock
4
BlackRock
New York
$164M 7,750,517 +98,013 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M 7,618,404 +172,271 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$125M 5,926,089 -3,919,912 -40%
ClearBridge Investments
7
ClearBridge Investments
New York
$89.6M 4,234,536 -266,519 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.7M 3,577,861 +563,812 +19%
KSCM
9
King Street Capital Management
New York
$59.3M 2,800,000 +1,350,000 +93%
Invesco
10
Invesco
Georgia
$45.8M 2,161,904 -608,426 -22%
State Street
11
State Street
Massachusetts
$39.6M 1,869,110 +70,056 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.3M 1,853,816 -10,530 -0.6%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$37M 1,746,554 +1,208,639 +225%
American Century Companies
14
American Century Companies
Missouri
$29.6M 1,399,756 +967,534 +224%
Goldman Sachs
15
Goldman Sachs
New York
$26.9M 1,269,396 +192,832 +18%
EOJOAM
16
E. Ohman J:or Asset Management
Sweden
$26.3M 1,243,111 +357,023 +40%
Victory Capital Management
17
Victory Capital Management
Texas
$26.3M 1,241,865 -88,534 -7%
HPCM
18
Hein Park Capital Management
New York
$24.1M 1,139,227 +1,139,227 New
SAM
19
Silvercrest Asset Management
New York
$21.1M 998,505 +309,481 +45%
UBS Group
20
UBS Group
Switzerland
$21M 990,158 +842,020 +568%
Charles Schwab
21
Charles Schwab
California
$17.7M 834,417 +61,671 +8%
Northern Trust
22
Northern Trust
Illinois
$16.1M 761,790 +15,657 +2%
Norges Bank
23
Norges Bank
Norway
$15.8M 746,169 +746,169 New
MIIM
24
Mesirow Institutional Investment Management
Illinois
$14.3M 677,464 +77,603 +13%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$11.9M 563,554 -123,729 -18%
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