We are live on ! Find out more
SGRY icon

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
WCM
26
Whitefort Capital Management
New York
$10.9M +$4.47M +311,136 +52%
Raymond James Financial
27
Raymond James Financial
Florida
$9.51M +$1.39M +96,705 +14%
Victory Capital Management
28
Victory Capital Management
Texas
$9.06M -$106K -7,389 -1%
VM
29
Varde Management
Minnesota
$9M +$10.8M +755,438 New
Nomura Holdings
30
Nomura Holdings
Japan
$8.62M -$14.3M -996,919 -58%
ICM
31
Irenic Capital Management
New York
$8.48M +$8.99M +626,380 +740%
Northern Trust
32
Northern Trust
Illinois
$8.09M +$405K +28,218 +4%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.61M +$18.9K +1,317 +0.2%
Hudson Bay Capital Management
34
Hudson Bay Capital Management
Connecticut
$7.24M +$33.1K +2,307 +0.4%
DCM
35
Dimension Capital Management
Florida
$6.32M +$2.02M +140,484 +36%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$5.84M +$7.03M +489,576 New
Millennium Management
37
Millennium Management
New York
$5.05M +$5.9M +410,728 +3,132%
QOP
38
Quinn Opportunity Partners
Virginia
$4.93M – – –
Citadel Advisors
39
Citadel Advisors
Florida
$4.79M -$2.7M -188,270 -32%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.9M +$2.74M +190,967 +131%
PC
41
Pier Capital
Connecticut
$3.84M -$37.1K -2,588 -0.8%
CC
42
Clearline Capital
New York
$3.74M +$1.64M +114,268 +57%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.59M -$108K -7,540 -2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$3.35M +$2.37M +164,994 +142%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$3.22M +$3.88M +270,153 New
SG Americas Securities
46
SG Americas Securities
New York
$3.08M -$4.43M -308,835 -54%
CC
47
Centiva Capital
New York
$2.52M +$872K +60,743 +40%
Invesco
48
Invesco
Georgia
$2.49M +$367K +25,561 +14%
RSCM
49
Rock Springs Capital Management
Maryland
$2.48M -$1.46M -102,000 -33%
CM
50
CastleKnight Management
New York
$2.39M – – –
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.