Balyasny Asset Management
SGRY icon

Balyasny Asset Management’s Surgery Partners SGRY Stock Holding History

Balyasny Asset Management’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
2025
Q3 		– Sell
-315,492
Closed -$7.01M – 3417
2025
Q2 		$7.01M Sell
315,492
-354,886
-53% -$7.89M 0.01% 1130
2025
Q1 		$15.9M Buy
+670,378
New +$15.9M 0.03% 696
2024
Q3 		– Sell
-64,805
Closed -$1.54M – 3122
2024
Q2 		$1.54M Buy
+64,805
New +$1.66M ﹤0.01% 1623
2024
Q1 		– Sell
-59,567
Closed -$1.91M – 3069
2023
Q4 		$1.91M Buy
59,567
+20,815
+54% +$604K ﹤0.01% 1471
2023
Q3 		$1.13M Sell
38,752
-186,783
-83% -$6.72M ﹤0.01% 1538
2023
Q2 		$10.1M Buy
225,535
+188,896
+516% +$7.21M 0.02% 769
2023
Q1 		$1.26M Buy
36,639
+29,595
+420% +$961K ﹤0.01% 1652
2022
Q4 		$196K Buy
+7,044
New +$187K ﹤0.01% 2137
2021
Q4 		– Sell
-4,796
Closed -$203K – 2556
2021
Q3 		$203K Buy
+4,796
New +$245K ﹤0.01% 1645

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balyasny Asset Management's SGRY Position: Q3 2025 in Review

Balyasny Asset Management sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 315,492 shares — an estimated $7.01M sold.

Balyasny Asset Management first reported a position in SGRY in Q3 2021 and held it in 9 quarters. The position peaked at $15.9M in Q1 2025. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Balyasny Asset Management reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 315,492 Surgery Partners shares in Q3 2025, an estimated $7.01M.
  • Balyasny Asset Management first reported a position in Surgery Partners in Q3 2021 and held it in 9 quarters.
  • Balyasny Asset Management's Surgery Partners position peaked at $15.9M in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.