Lombard Odier Asset Management (Europe)’s Surgery Partners SGRY Stock Holding History

Lombard Odier Asset Management (Europe)’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 Q4	–	Sell	-95,000	Closed	-$2.06M	–	204
2025 Q3	$2.06M	Hold	95,000	–	–	0.1%	124
2025 Q2	$2.11M	Sell	95,000 -104,012	-52%	-$2.31M	0.15%	140
2025 Q1	$4.73M	Hold	199,012	–	–	0.38%	87
2024 Q4	$4.21M	Sell	199,012 -988	-0.5%	-$25.9K	0.27%	115
2024 Q3	$6.45M	Buy	200,000 +25,000	+14%	+$738K	0.27%	128
2024 Q2	$4.16M	Buy	+175,000	New	+$4.49M	0.2%	143

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s SGRY Position: Q4 2025 in Review

Lombard Odier Asset Management (Europe) sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 95,000 shares — an estimated $2.06M sold.

Lombard Odier Asset Management (Europe) first reported a position in SGRY in Q2 2024 and held it in 6 quarters. The position peaked at $6.45M in Q3 2024. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Lombard Odier Asset Management (Europe) reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 95,000 Surgery Partners shares in Q4 2025, an estimated $2.06M.
Lombard Odier Asset Management (Europe) first reported a position in Surgery Partners in Q2 2024 and held it in 6 quarters.
Lombard Odier Asset Management (Europe)'s Surgery Partners position peaked at $6.45M in Q3 2024.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q4 2025, filed 17 Feb 2026.