Marshall Wace
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Marshall Wace’s Surgery Partners SGRY Stock Holding History

Marshall Wace’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
2026
Q2 		$1.6M Buy
95,362
+82,536
+644% +$1.16M ﹤0.01% 1971
2026
Q1 		$153K Sell
12,826
-17,988
-58% -$258K ﹤0.01% 2831
2025
Q4 		$476K Sell
30,814
-7,427
-19% -$137K ﹤0.01% 2257
2025
Q3 		$828K Buy
+38,241
New +$853K ﹤0.01% 2020
2025
Q2 		– Sell
-38,971
Closed -$926K – 3116
2025
Q1 		$926K Buy
+38,971
New +$922K ﹤0.01% 1819
2024
Q3 		– Sell
-27,060
Closed -$644K – 2914
2024
Q2 		$644K Sell
27,060
-24,168
-47% -$620K ﹤0.01% 1870
2024
Q1 		$1.53M Buy
+51,228
New +$1.6M ﹤0.01% 1479
2023
Q3 		– Sell
-89,985
Closed -$4.05M – 2634
2023
Q2 		$4.05M Buy
+89,985
New +$3.43M 0.01% 1115
2022
Q4 		– Sell
-375,466
Closed -$8.78M – 3371
2022
Q3 		$8.78M Buy
+375,466
New +$12M 0.02% 976
2020
Q1 		– Sell
-184,906
Closed -$2.89M – 2016
2019
Q4 		$2.89M Buy
184,906
+92,624
+100% +$1.05M 0.02% 700
2019
Q3 		$681K Sell
92,282
-30,695
-25% -$220K 0.01% 1027
2019
Q2 		$1M Buy
+122,977
New +$1.23M 0.01% 934
2019
Q1 		– Sell
-38,871
Closed -$381K – 2031
2018
Q4 		$381K Buy
+38,871
New +$522K ﹤0.01% 1182
2017
Q1 		– Sell
-126,995
Closed -$2.01M – 693
2016
Q4 		$2.01M Sell
126,995
-33,732
-21% -$561K 0.01% 635
2016
Q3 		$3.25M Sell
160,727
-11,511
-7% -$211K 0.02% 498
2016
Q2 		$3.08M Buy
+172,238
New +$2.56M 0.03% 497

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Wace's SGRY Position: Q2 2026 in Review

Marshall Wace increased its Surgery Partners (SGRY) stake by 644% in Q2 2026, buying an estimated $1.16M and bringing the position to 95,362 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Marshall Wace first reported a position in SGRY in Q2 2016 and has held it in 16 quarters since. The position peaked at $8.78M in Q3 2022. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Marshall Wace held 95,362 shares of Surgery Partners worth $1.6M as of Q2 2026.
  • Marshall Wace bought 82,536 Surgery Partners shares in Q2 2026, an estimated $1.16M.
  • Surgery Partners made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1971 holding.
  • Marshall Wace first reported a position in Surgery Partners in Q2 2016 and has held it in 16 quarters since.
  • Marshall Wace's Surgery Partners position peaked at $8.78M in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.