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Surgery Partners
SGRY

137 hedge funds and large institutions have $4.69B invested in Surgery Partners in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

37% more capital invested

Capital invested by funds: $3.43B → $4.69B (+$1.26B)

1.67% more ownership

Funds ownership: 98.27% → 99.93% (+1.7%)

1% more funds holding

Funds holding: 135 → 137 (+2)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less call options, than puts

Call options by funds: $17M | Put options by funds: $17.5M

Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
53
Reduced
30
Closed
29
Calls
$17M
Puts
$17.5M
Net Calls
-$476K
Net Calls Change
+$2.56M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
2
DCP
Durable Capital Partners
Maryland
+$73.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25.6M
4
ITP
Iron Triangle Partners
Connecticut
+$25.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$22.3M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$34.9M
2
CA
CastleArk Alternatives
Illinois
-$7.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.09M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.6M
5
LCM
Laurion Capital Management
New York
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$8.96M +$7.13M +153,766 +1,096%
DCM
27
Dimension Capital Management
Florida
$8.17M – – –
Goldman Sachs
28
Goldman Sachs
New York
$7.82M -$387K -8,347 -5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$7.3M +$551K +11,877 +10%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$6.79M +$1.6M +34,415 +37%
BCM
31
Bridgeway Capital Management
Texas
$6.68M -$376K -8,100 -6%
SBH
32
Segall Bryant & Hamill
Illinois
$6.59M +$5.72M +123,321 New
Citadel Advisors
33
Citadel Advisors
Florida
$6.13M +$1.57M +33,788 +42%
PC
34
Pier Capital
Connecticut
$5.57M +$4.84M +104,363 New
Norges Bank
35
Norges Bank
Norway
$5.28M -$482K -10,388 -10%
CM
36
Castleark Management
Illinois
$4.9M -$3.53M -76,040 -45%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.89M – – –
Morgan Stanley
38
Morgan Stanley
New York
$3.84M -$3.03M -65,349 -48%
HAI
39
Hennessy Advisors Inc
California
$3.73M -$116K -2,500 -3%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$3.54M +$3.08M +66,352 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.43M -$47.6K -1,026 -2%
KCM
42
Kennedy Capital Management
Missouri
$3.33M +$148K +3,200 +5%
Principal Financial Group
43
Principal Financial Group
Iowa
$3.07M -$40.8K -880 -2%
CCM
44
Cinctive Capital Management
New York
$2.83M +$1.76M +37,956 +253%
Deutsche Bank
45
Deutsche Bank
Germany
$2.49M -$338K -7,287 -14%
Wells Fargo
46
Wells Fargo
California
$2.48M +$730K +15,734 +51%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.48M +$107K +2,314 +5%
LCM
48
Laurion Capital Management
New York
$2.46M -$4.03M -86,910 -65%
PGM
49
Parian Global Management
New York
$2.45M +$2.12M +45,797 New
Barclays
50
Barclays
United Kingdom
$2.2M +$1.25M +26,916 +188%
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SGRY Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2021, worth a combined $4.69B — up 37% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SGRY positions and 29 closed out — a net gain of 2 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Millennium Management, exiting entirely with an estimated $34.9M sold.

  • 137 institutional investors held Surgery Partners (SGRY) as of Q4 2021, up from 135 in Q3 2021.
  • Funds reported $4.69B of Surgery Partners stock for Q4 2021, up 37% quarter-over-quarter.
  • 31 funds opened new Surgery Partners positions in Q4 2021 and 29 closed out, a net change of +2 holders.
  • The largest Surgery Partners buyer in Q4 2021 was Fidelity Investments, an estimated $141M added.
  • The largest Surgery Partners seller in Q4 2021 was Millennium Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2021.