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Surgery Partners
SGRY

Overview Fund Activity

198 hedge funds and large institutions have $3.2B invested in Surgery Partners in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 42 closing their positions.

Holders
198
Holders Change
-7
Holders Change %
-3.41%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
40
Increased
82
Reduced
57
Closed
42
Calls
$86.4M
Puts
$22.8M
Net Calls
+$63.6M
Net Calls Change
+$18M

Top Buyers

1
PCM
1
Pentwater Capital Management
Florida
$156M
2
FCM
2
Farallon Capital Management
California
$42.8M
3
GCM
3
Glenview Capital Management
New York
$34M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$288M
5
KSCM
5
King Street Capital Management
New York
$138M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
HPCM
2
Hein Park Capital Management
New York
$0
3
TAL
3
TIG Advisors LLC
New York
$22.8M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$5.72M
5
WCM Investment Management
5
WCM Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Bain Capital Investors
Massachusetts
$1.11B 49,946,972 – –
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$288M 12,954,916 +1,311,865 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$251M 11,304,366 +1,198,191 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$160M 7,189,996 +23,283 +0.3%
PCM
5
Pentwater Capital Management
Florida
$156M 7,000,000 +4,258,000 +155%
KSCM
6
King Street Capital Management
New York
$138M 6,225,000 +1,225,000 +25%
BlackRock
7
BlackRock
New York
$130M 5,831,438 -341,569 -6%
ClearBridge Investments
8
ClearBridge Investments
New York
$95.1M 4,275,807 +181,249 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$86.1M 3,871,259 +231,603 +6%
UBS Group
10
UBS Group
Switzerland
$54.5M 2,451,373 +761,527 +45%
FCM
11
Farallon Capital Management
California
$42.8M 1,926,000 +1,926,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.6M 1,916,384 +9,836 +0.5%
State Street
13
State Street
Massachusetts
$41.2M 1,855,534 +28,401 +2%
Invesco
14
Invesco
Georgia
$37.4M 1,683,311 +115,627 +7%
GCM
15
Glenview Capital Management
New York
$34M 1,529,225 +1,529,225 New
Norges Bank
16
Norges Bank
Norway
$26.6M 1,196,983 +1,196,983 New
UBS AM
17
UBS AM
Illinois
$25.8M 1,161,627 +649,821 +127%
TAL
18
TIG Advisors LLC
New York
$22.8M 1,023,621 -951,217 -48%
EOJOAM
19
E. Ohman J:or Asset Management
Sweden
$21.5M 965,828 -120,131 -11%
Charles Schwab
20
Charles Schwab
California
$20.2M 908,432 +17,616 +2%
Victory Capital Management
21
Victory Capital Management
Texas
$17.8M 800,047 -70,623 -8%
Northern Trust
22
Northern Trust
Illinois
$15.8M 710,586 -29,229 -4%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2M 639,262 +595,977 +1,377%
Raymond James Financial
24
Raymond James Financial
Florida
$13.7M 618,260 +21,098 +4%
Morgan Stanley
25
Morgan Stanley
New York
$12.3M 553,813 +195,440 +55%
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