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Surgery Partners
SGRY

161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

63% more capital invested

Capital invested by funds: $2.19B → $3.56B (+$1.37B)

38.84% more ownership

Funds ownership: 104.42% → 143.26% (+39%)

17% more funds holding

Funds holding: 138 → 161 (+23)

11% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $7.13M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
161
Holders Change
+23
Holders Change %
+16.67%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
73
Reduced
29
Closed
20
Calls
$7.92M
Puts
$7.13M
Net Calls
+$783K
Net Calls Change
-$2.89M

Top Buyers

Rank Fund Capital Flow
1
BCI
Bain Capital Investors
Massachusetts
+$243M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$180M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
4
DCP
Durable Capital Partners
Maryland
+$98.5M
5
APM
Avidity Partners Management
Texas
+$75.3M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$24.3M
2
PCH
Polar Capital Holdings
United Kingdom
-$14.3M
3
CC
Cannell & Co
New York
-$9.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.78M
5
Victory Capital Management
Victory Capital Management
Texas
-$4.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$10.7M +$1.65M +62,456 +19%
AAP
27
Ardsley Advisory Partners
Connecticut
$10.4M -$3.44M -130,000 -26%
Bank of America
28
Bank of America
North Carolina
$8.65M +$264K +9,983 +3%
CCP
29
Clough Capital Partners
Massachusetts
$8.02M -$2.08M -78,535 -21%
PC
30
Pier Capital
Connecticut
$7.7M +$989K +37,344 +16%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$6.45M +$1.88M +70,839 +44%
Man Group
32
Man Group
United Kingdom
$6.41M +$3.55M +134,172 +140%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$6.35M +$6.03M +227,848 New
Citadel Advisors
34
Citadel Advisors
Florida
$5.99M +$1.8M +67,980 +46%
Morgan Stanley
35
Morgan Stanley
New York
$5.89M +$396K +14,936 +8%
SBH
36
Segall Bryant & Hamill
Illinois
$5.37M +$354K +13,381 +7%
RCW
37
Rheos Capital Works
Japan
$4.85M -$20.2K -762 -0.4%
Two Sigma Investments
38
Two Sigma Investments
New York
$4.74M +$3M +113,437 +201%
SGH
39
Sivik Global Healthcare
Connecticut
$4.6M +$699K +26,391 +19%
Swiss National Bank
40
Swiss National Bank
Switzerland
$4.54M +$1.77M +66,900 +70%
DCM
41
Dimension Capital Management
Florida
$4.49M – – –
MS
42
Maven Securities
Jersey
$4.18M +$3.97M +150,000 New
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$3.11M +$22.9K +865 +0.8%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$2.83M +$2.15M +81,100 +398%
WMSA
45
Weiss Multi-Strategy Advisers
New York
$2.63M +$848K +32,006 +51%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$2.57M -$1.05M -39,812 -30%
Millennium Management
47
Millennium Management
New York
$2.56M +$159 +6 +0%
KCM
48
Kennedy Capital Management
Missouri
$2.54M +$697K +26,315 +41%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$2.36M +$2.24M +84,733 New
JP Morgan Chase
50
JP Morgan Chase
New York
$2.3M +$606K +22,901 +38%
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SGRY Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2022, worth a combined $3.56B — up 63% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SGRY positions and 20 closed out — a net gain of 23 holders — while 73 added to existing stakes and 29 trimmed.

The largest buyer was Bain Capital Investors, adding an estimated $243M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $24.3M sold.

  • 161 institutional investors held Surgery Partners (SGRY) as of Q4 2022, up from 138 in Q3 2022.
  • Funds reported $3.56B of Surgery Partners stock for Q4 2022, up 63% quarter-over-quarter.
  • 43 funds opened new Surgery Partners positions in Q4 2022 and 20 closed out, a net change of +23 holders.
  • The largest Surgery Partners buyer in Q4 2022 was Bain Capital Investors, an estimated $243M added.
  • The largest Surgery Partners seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2022.