Adage Capital Partners
SGRY icon

Adage Capital Partners’s Surgery Partners SGRY Stock Holding History

Adage Capital Partners’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-292,736
Closed -$9.44M – 952
2024
Q3 		$9.44M Sell
292,736
-243,753
-45% -$7.2M 0.02% 618
2024
Q2 		$12.8M Buy
536,489
+170,034
+46% +$4.36M 0.02% 553
2024
Q1 		$10.9M Buy
+366,455
New +$11.5M 0.02% 582
2023
Q3 		– Sell
-246,550
Closed -$11.1M – 928
2023
Q2 		$11.1M Buy
246,550
+87,510
+55% +$3.34M 0.02% 554
2023
Q1 		$5.48M Buy
+159,040
New +$5.16M 0.01% 699
2018
Q3 		– Sell
-500,000
Closed -$7.45M – 755
2018
Q2 		$7.45M Buy
500,000
+175,000
+54% +$2.93M 0.02% 607
2018
Q1 		$5.57M Buy
+325,000
New +$5.06M 0.01% 636
2017
Q3 		– Sell
-500,000
Closed -$11.4M – 750
2017
Q2 		$11.4M Hold
500,000
– – 0.03% 544
2017
Q1 		$9.75M Sell
500,000
-150,000
-23% -$2.91M 0.02% 542
2016
Q4 		$10.3M Sell
650,000
-100,000
-13% -$1.66M 0.03% 527
2016
Q3 		$15.2M Hold
750,000
– – 0.04% 435
2016
Q2 		$13.4M Hold
750,000
– – 0.04% 455
2016
Q1 		$9.95M Sell
750,000
-553,156
-42% -$8.55M 0.03% 517
2015
Q4 		$26.7M Buy
+1,303,156
New +$24.9M 0.07% 311

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners's SGRY Position: Q4 2024 in Review

Adage Capital Partners sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 292,736 shares — an estimated $9.44M sold.

Adage Capital Partners first reported a position in SGRY in Q4 2015 and held it in 14 quarters. The position peaked at $26.7M in Q4 2015. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • Adage Capital Partners reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • Adage Capital Partners sold 292,736 Surgery Partners shares in Q4 2024, an estimated $9.44M.
  • Adage Capital Partners first reported a position in Surgery Partners in Q4 2015 and held it in 14 quarters.
  • Adage Capital Partners's Surgery Partners position peaked at $26.7M in Q4 2015.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Adage Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.