Surgery Partners
SGRY
149 hedge funds and large institutions have $4.96B invested in Surgery Partners in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 16 closing their positions.
128% more call options, than puts
Call options by funds: $22.6M | Put options by funds: $9.92M
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
30% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 43
9% more funds holding
Funds holding: 137 → 149 (+12)
6% more capital invested
Capital invested by funds: $4.69B → $4.96B (+$271M)
1.56% more ownership
Funds ownership: 99.93% → 101.49% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$69.4M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$16.1M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$14.8M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
+$7.28M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.33M |
| 2 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$7.11M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$4.63M |
| 4 |
Goldman Sachs
New York
|
-$3.98M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.91M |
SGRY Hedge Fund Activity: Q1 2022 in Review
149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2022, worth a combined $4.96B — up 5.8% from $4.69B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SGRY positions and 16 closed out — a net gain of 13 holders — while 56 added to existing stakes and 43 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $69.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $7.33M.
- 149 institutional investors held Surgery Partners (SGRY) as of Q1 2022, up from 137 in Q4 2021.
- Funds reported $4.96B of Surgery Partners stock for Q1 2022, up 5.8% quarter-over-quarter.
- 29 funds opened new Surgery Partners positions in Q1 2022 and 16 closed out, a net change of +13 holders.
- The largest Surgery Partners buyer in Q1 2022 was Fidelity Investments, an estimated $69.4M added.
- The largest Surgery Partners seller in Q1 2022 was T. Rowe Price Associates, an estimated $7.33M sold.
Based on aggregated 13F filings for Q1 2022.