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Surgery Partners

98 hedge funds and large institutions have $1.02B invested in Surgery Partners in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,346% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $835K

83% more capital invested

Capital invested by funds: $558M → $1.02B (+$465M)

0% more funds holding

Funds holding: 9898 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1.49% less ownership

Funds ownership: 95.48%93.99% (-1.5%)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
29
Reduced
36
Closed
20
Calls
$20.4M
Puts
$835K
Net Calls
+$19.6M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
Woodline Partners
California
$3.17M +$2.57M +144,837 New
Charles Schwab
27
Charles Schwab
California
$2.98M +$28.3K +1,593 +1%
Goldman Sachs
28
Goldman Sachs
New York
$2.9M +$327K +18,381 +16%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.44M +$1.98M +111,642 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$2.3M +$71.7K +4,036 +4%
Wells Fargo
31
Wells Fargo
California
$2.12M +$1.24M +69,873 +258%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.94M -$11.4K -644 -0.7%
Truist Financial
33
Truist Financial
North Carolina
$1.82M +$372K +20,912 +34%
Ameriprise
34
Ameriprise
Minnesota
$1.77M -$23.7K -1,331 -2%
Principal Financial Group
35
Principal Financial Group
Iowa
$1.74M +$570K +32,091 +68%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$1.7M +$1.15M +64,721 +494%
EI
37
EAM Investors
California
$1.61M +$1.31M +73,473 New
Victory Capital Management
38
Victory Capital Management
Texas
$1.44M -$86.7K -4,878 -7%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$1.42M +$1.15M +64,818 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$1.24M +$1.01M +56,662 New
DCM
41
Dupont Capital Management
Delaware
$1.19M -$203K -11,397 -17%
Citadel Advisors
42
Citadel Advisors
Florida
$1.14M -$238K -13,416 -20%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.13M +$23.1K +1,300 +3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.12M +$18.4K +1,036 +2%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$949K +$771K +43,348 New
WAM
46
Wolverine Asset Management
Illinois
$913K -$1.42M -80,000 -66%
AllianceBernstein
47
AllianceBernstein
Tennessee
$848K -$322K -18,100 -32%
AR
48
Advisory Research
Illinois
$801K +$650K +36,571 New
Squarepoint
49
Squarepoint
New York
$780K +$87.1K +4,900 +16%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$744K

SGRY Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2020, worth a combined $1.02B — up 83% from $558M a quarter earlier.

Fund positioning in SGRY was balanced in Q3 2020: 20 funds opened new positions, 20 closed out, 29 added to existing stakes and 36 trimmed.

The largest buyer was Polar Capital, opening a new position worth an estimated $13.1M. The largest seller was Centerbridge Partners, exiting entirely with an estimated $10.6M sold.

  • 98 institutional investors held Surgery Partners (SGRY) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.02B of Surgery Partners stock for Q3 2020, up 83% quarter-over-quarter.
  • 20 funds opened new Surgery Partners positions in Q3 2020 and 20 closed out, a net change of 0 holders.
  • The largest Surgery Partners buyer in Q3 2020 was Polar Capital, an estimated $13.1M added.
  • The largest Surgery Partners seller in Q3 2020 was Centerbridge Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.