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Surgery Partners

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
101
Walled Lake Planning & Wealth Management
Illinois
$457K
PFG
102
PAX Financial Group
Texas
$457K +$561K +15,609 New
Franklin Resources
103
Franklin Resources
California
$434K
ZIM
104
Zacks Investment Management
Illinois
$415K
PFM
105
Premier Fund Managers
United Kingdom
$409K -$307K -8,533 -38%
XT
106
XTX Topco
Cayman Islands
$372K +$457K +12,717 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$361K +$445K +12,390 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$355K +$145K +4,024 +50%
CF
109
Cantor Fitzgerald
New York
$316K +$389K +10,820 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$316K -$8.34K -232 -2%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$307K +$49.9K +1,387 +15%
AB
112
Amalgamated Bank
New York
$291K +$25.2K +701 +8%
CM
113
Caption Management
Oklahoma
$277K +$341K +9,475 New
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$267K +$12.9K +359 +4%
Man Group
115
Man Group
United Kingdom
$267K -$3.77M -104,972 Closed
ProShare Advisors
116
ProShare Advisors
Maryland
$257K -$360 -10 -0.1%
PTC
117
Petrus Trust Company
Texas
$253K +$311K +8,661 New
MFS
118
Mirabella Financial Services
United Kingdom
$242K +$297K +8,260 New
WG
119
Winton Group
United Kingdom
$234K +$124K +3,455 +76%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$231K
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$227K +$279K +7,766 New
GPWA
122
Great Point Wealth Advisors
Massachusetts
$215K +$324 +9 +0.1%
Principal Financial Group
123
Principal Financial Group
Iowa
$215K -$19.4K -539 -7%
ACM
124
Aquatic Capital Management
Illinois
$208K +$97.1K +2,700 +61%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$207K