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Surgery Partners
SGRY

Overview Fund Activity

205 hedge funds and large institutions have $3.32B invested in Surgery Partners in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+23
Holders Change %
+12.64%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
64
Increased
52
Reduced
63
Closed
36
Calls
$62.9M
Puts
$17.4M
Net Calls
+$45.5M
Net Calls Change
+$51.3M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$55M
2
KSCM
King Street Capital Management
New York
+$52.3M
3
TAL
TIG Advisors LLC
New York
+$46.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.7M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$27.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
2
BlackRock
BlackRock
New York
-$37.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.2M
4
American Century Companies
American Century Companies
Missouri
-$29.6M
5
SAM
Silvercrest Asset Management
New York
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.19B – – –
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$279M +$2.11M +88,206 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$240M -$147M -6,175,688 -38%
Vanguard Group
4
Vanguard Group
Pennsylvania
$170M -$10.7M -451,691 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$168M +$27.7M +1,165,667 +20%
BlackRock
6
BlackRock
New York
$147M -$37.5M -1,577,510 -20%
KSCM
7
King Street Capital Management
New York
$119M +$52.3M +2,200,000 +79%
ClearBridge Investments
8
ClearBridge Investments
New York
$97.2M -$3.32M -139,978 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$86.4M +$1.47M +61,795 +2%
PCM
10
Pentwater Capital Management
Florida
$65.1M +$55M +2,317,000 +545%
TAL
11
TIG Advisors LLC
New York
$46.9M +$46.9M +1,974,838 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$45.3M +$1.25M +52,732 +3%
State Street
13
State Street
Massachusetts
$43.4M -$997K -41,977 -2%
UBS Group
14
UBS Group
Switzerland
$40.1M +$16.6M +699,688 +71%
Invesco
15
Invesco
Georgia
$37.2M -$14.1M -594,220 -27%
HPCM
16
Hein Park Capital Management
New York
$32.6M +$5.52M +232,475 +20%
Verition Fund Management
17
Verition Fund Management
Connecticut
$27.5M +$27.5M +1,155,945 New
EOJOAM
18
E. Ohman J:or Asset Management
Sweden
$25.8M -$3.73M -157,152 -13%
Charles Schwab
19
Charles Schwab
California
$21.2M +$1.34M +56,399 +7%
Victory Capital Management
20
Victory Capital Management
Texas
$20.7M -$8.82M -371,195 -30%
Northern Trust
21
Northern Trust
Illinois
$17.6M -$522K -21,975 -3%
Goldman Sachs
22
Goldman Sachs
New York
$16.6M -$13.5M -569,216 -45%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$15.9M +$15.9M +670,378 New
Raymond James Financial
24
Raymond James Financial
Florida
$14.2M +$2.82M +118,674 +25%
AAM
25
Alpine Associates Management
Florida
$13.5M +$13.5M +570,075 New
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