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Surgery Partners
SGRY

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26% → 122.97% (+1.7%)

1% more funds holding

Funds holding: 180 → 182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$38.1M
2
UBS Group
UBS Group
Switzerland
+$34.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$21.2M
4
DKCM
Davidson Kempner Capital Management
New York
+$13.9M
5
VM
Varde Management
Minnesota
+$10.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.9M
2
GCM
Glenview Capital Management
New York
-$29.5M
3
Nomura Holdings
Nomura Holdings
Japan
-$14.3M
4
Goldman Sachs
Goldman Sachs
New York
-$9.75M
5
Walleye Capital
Walleye Capital
New York
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$595M – – –
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$161M +$34.5K +2,401 +0%
PCM
3
Pentwater Capital Management
Florida
$151M +$38.1M +2,655,000 +27%
KSCM
4
King Street Capital Management
New York
$122M – – –
UBS Group
5
UBS Group
Switzerland
$121M +$34.3M +2,387,807 +31%
BlackRock
6
BlackRock
New York
$67.5M -$434K -30,243 -0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$63.1M +$5.6M +389,831 +8%
ClearBridge Investments
8
ClearBridge Investments
New York
$49.1M -$1.58M -110,395 -3%
VPM
9
Vanguard Portfolio Management
Pennsylvania
$43.3M +$52.1M +3,628,431 New
VCM
10
Vanguard Capital Management
Pennsylvania
$40.9M +$49.2M +3,430,795 New
DKCM
11
Davidson Kempner Capital Management
New York
$39.8M +$13.9M +965,000 +41%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$26.1M -$62.9M -4,383,551 -67%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.9M +$846K +58,925 +3%
State Street
14
State Street
Massachusetts
$23.3M +$1.16M +80,901 +4%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$23.2M +$21.2M +1,475,397 +311%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$22.6M -$228K -15,909 -0.8%
GCM
17
Glenview Capital Management
New York
$21.5M -$29.5M -2,058,088 -53%
UBS AM
18
UBS AM
Illinois
$18.9M +$7.02M +488,822 +44%
Goldman Sachs
19
Goldman Sachs
New York
$15.3M -$9.75M -679,134 -35%
Bank of America
20
Bank of America
North Carolina
$14.8M +$8.81M +613,505 +98%
Charles Schwab
21
Charles Schwab
California
$13.2M +$1.67M +116,602 +12%
LP
22
LMR Partners
United Kingdom
$13.1M +$10.6M +739,685 +205%
SCPM
23
Sea Cliff Partners Management
California
$12.4M +$5.26M +366,448 +54%
Morgan Stanley
24
Morgan Stanley
New York
$12.1M -$1.85M -128,626 -11%
Man Group
25
Man Group
United Kingdom
$11.3M +$8.87M +617,725 +188%
1
2 3 4 5

SGRY Hedge Fund Activity: Q1 2026 in Review

182 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2026, worth a combined $1.9B — down 22% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SGRY positions and 29 closed out — a net gain of 4 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Pentwater Capital Management, adding an estimated $38.1M. The largest seller was Fidelity Investments, cutting an estimated $62.9M.

  • 182 institutional investors held Surgery Partners (SGRY) as of Q1 2026, up from 180 in Q4 2025.
  • Funds reported $1.9B of Surgery Partners stock for Q1 2026, down 22% quarter-over-quarter.
  • 33 funds opened new Surgery Partners positions in Q1 2026 and 29 closed out, a net change of +4 holders.
  • The largest Surgery Partners buyer in Q1 2026 was Pentwater Capital Management, an estimated $38.1M added.
  • The largest Surgery Partners seller in Q1 2026 was Fidelity Investments, an estimated $62.9M sold.

Based on aggregated 13F filings for Q1 2026.