Surgery Partners
SGRY
164 hedge funds and large institutions have $3.94B invested in Surgery Partners in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 34 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 41
30% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $8.66M
1.37% more ownership
Funds ownership: 105.2% → 106.57% (+1.4%)
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
2% less funds holding
Funds holding: 168 → 164 (-4)
34% less capital invested
Capital invested by funds: $5.98B → $3.94B (-$2.04B)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$54.3M |
| 2 |
DM
Deerfield Management
New York
|
+$52.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$11M |
| 4 |
Goldman Sachs
New York
|
+$10.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$50.1M |
| 2 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$26.1M |
| 3 |
IHAM
Integral Health Asset Management
New York
|
-$11.2M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$11.1M |
| 5 |
LCG
Lisanti Capital Growth
New York
|
-$10.1M |
SGRY Hedge Fund Activity: Q3 2023 in Review
164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2023, worth a combined $3.94B — down 34% from $5.98B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SGRY and 31 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 71 added.
The largest buyer was Wellington Management Group, adding an estimated $54.3M. The largest seller was Point72 Asset Management, cutting an estimated $50.1M.
- 164 institutional investors held Surgery Partners (SGRY) as of Q3 2023, down from 168 in Q2 2023.
- Funds reported $3.94B of Surgery Partners stock for Q3 2023, down 34% quarter-over-quarter.
- 31 funds opened new Surgery Partners positions in Q3 2023 and 34 closed out, a net change of -3 holders.
- The largest Surgery Partners buyer in Q3 2023 was Wellington Management Group, an estimated $54.3M added.
- The largest Surgery Partners seller in Q3 2023 was Point72 Asset Management, an estimated $50.1M sold.
Based on aggregated 13F filings for Q3 2023.