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Surgery Partners
SGRY

98 hedge funds and large institutions have $558M invested in Surgery Partners in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $648K | Put options by funds: $274K

82% more capital invested

Capital invested by funds: $307M → $558M (+$251M)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

13% more funds holding

Funds holding: 87 → 98 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.02% less ownership

Funds ownership: 95.5% → 95.48% (-0.02%)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
24
Reduced
30
Closed
15
Calls
$648K
Puts
$274K
Net Calls
+$374K
Net Calls Change
+$359K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$9.42M
2
ITP
Iron Triangle Partners
Connecticut
+$7.42M
3
WCM Investment Management
WCM Investment Management
California
+$4.84M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.64M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.61M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.04M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.95M
4
RA
Royce & Associates
New York
-$1.89M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$1.41M +$47.2K +4,304 +4%
Goldman Sachs
27
Goldman Sachs
New York
$1.32M -$4.61M -420,959 -79%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$1.17M -$71.6K -6,533 -6%
BGC
29
Birch Grove Capital
New York
$1.17M +$1.1M +100,692 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.03M -$87.5K -7,985 -8%
Ameriprise
31
Ameriprise
Minnesota
$952K -$635K -57,887 -41%
VCM
32
Voce Capital Management
California
$900K – – –
Victory Capital Management
33
Victory Capital Management
Texas
$819K -$787K -71,786 -50%
Citadel Advisors
34
Citadel Advisors
Florida
$760K -$1.95M -178,130 -73%
DCM
35
Dupont Capital Management
Delaware
$758K +$718K +65,530 New
Truist Financial
36
Truist Financial
North Carolina
$718K +$351K +32,044 +107%
AllianceBernstein
37
AllianceBernstein
Tennessee
$657K -$17.5K -1,600 -3%
Invesco
38
Invesco
Georgia
$620K -$32.9K -3,002 -5%
CC
39
Cannell & Co
New York
$609K +$577K +52,600 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$581K +$135K +12,300 +32%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$580K -$43.8K -4,000 -7%
Principal Financial Group
42
Principal Financial Group
Iowa
$545K +$290K +26,497 +128%
PAIA
43
Park Avenue Institutional Advisers
New York
$520K +$493K +45,000 New
SO
44
STRS Ohio
Ohio
$516K -$284K -25,900 -37%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$475K +$94.8K +8,648 +27%
JCM
46
JS Capital Management
New York
$413K +$391K +35,700 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$393K -$34.8K -3,171 -9%
QSS
48
Quantitative Systematic Strategies
Florida
$379K +$359K +32,722 New
WLPWM
49
Walled Lake Planning & Wealth Management
Illinois
$378K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$365K -$80K -7,296 -19%
1
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SGRY Hedge Fund Activity: Q2 2020 in Review

98 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2020, worth a combined $558M — up 82% from $307M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SGRY positions and 15 closed out — a net gain of 12 holders — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.42M. The largest seller was Goldman Sachs, cutting an estimated $4.61M.

  • 98 institutional investors held Surgery Partners (SGRY) as of Q2 2020, up from 87 in Q1 2020.
  • Funds reported $558M of Surgery Partners stock for Q2 2020, up 82% quarter-over-quarter.
  • 27 funds opened new Surgery Partners positions in Q2 2020 and 15 closed out, a net change of +12 holders.
  • The largest Surgery Partners buyer in Q2 2020 was Millennium Management, an estimated $9.42M added.
  • The largest Surgery Partners seller in Q2 2020 was Goldman Sachs, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2020.