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Surgery Partners

179 hedge funds and large institutions have $3.38B invested in Surgery Partners in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 47

3.49% more ownership

Funds ownership: 108.15%111.64% (+3.5%)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 180179 (-1)

17% less capital invested

Capital invested by funds: $4.08B → $3.38B (-$709M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less call options, than puts

Call options by funds: $5.05M | Put options by funds: $13.7M

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
86
Reduced
47
Closed
32
Calls
$5.05M
Puts
$13.7M
Net Calls
-$8.65M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CHCM
26
Columbus Hill Capital Management
New Jersey
$12.9M +$3.94M +153,654 +40%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$12.8M +$4.36M +170,034 +46%
WCM Investment Management
28
WCM Investment Management
California
$12.7M +$302K +11,777 +2%
MIIM
29
Mesirow Institutional Investment Management
Illinois
$12.3M +$13.3M +516,967 New
N
30
Nuveen
North Carolina
$11.6M +$7.38M +287,783 +145%
SAM
31
Silvercrest Asset Management
New York
$10.9M +$11.7M +456,731 New
RA
32
Royce & Associates
New York
$10.8M +$4.28M +166,680 +58%
Morgan Stanley
33
Morgan Stanley
New York
$10.8M +$1.57M +61,099 +16%
Ameriprise
34
Ameriprise
Minnesota
$10.5M +$11.2M +435,984 +5,903%
KCM
35
Kennedy Capital Management
Missouri
$9.76M -$218K -8,494 -2%
Walleye Capital
36
Walleye Capital
New York
$9.31M +$1.16M +45,128 +13%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$9.04M -$16.6M -648,650 -63%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$8.27M +$982K +38,285 +12%
ECM
39
ExodusPoint Capital Management
New York
$8.11M +$2.7M +105,265 +45%
Barclays
40
Barclays
United Kingdom
$8.11M +$4.66M +181,694 +114%
PC
41
Pier Capital
Connecticut
$7.81M -$751K -29,265 -8%
SBH
42
Segall Bryant & Hamill
Illinois
$7.51M +$221K +8,594 +3%
First Eagle Investment Management
43
First Eagle Investment Management
New York
$7.36M -$770K -30,000 -9%
MF
44
Magnetar Financial
Illinois
$6.79M +$3.08M +119,933 +72%
SGH
45
Sivik Global Healthcare
Connecticut
$5.95M +$1.54M +60,000 +32%
Jane Street
46
Jane Street
New York
$5.84M +$3.83M +149,130 +155%
DCM
47
Dimension Capital Management
Florida
$5.01M +$1.17M +45,500 +28%
IHAM
48
Integral Health Asset Management
New York
$4.76M +$5.13M +200,000 New
AAP
49
Ardsley Advisory Partners
Connecticut
$4.52M +$128K +5,000 +3%
JP Morgan Chase
50
JP Morgan Chase
New York
$4.37M +$159K +6,211 +3%

SGRY Hedge Fund Activity: Q2 2024 in Review

179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2024, worth a combined $3.38B — down 17% from $4.08B a quarter earlier.

Fund positioning in SGRY was balanced in Q2 2024: 32 funds opened new positions, 32 closed out, 86 added to existing stakes and 47 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $46.4M. The largest seller was Durable Capital Partners, cutting an estimated $48.8M.

  • 179 institutional investors held Surgery Partners (SGRY) as of Q2 2024, down from 180 in Q1 2024.
  • Funds reported $3.38B of Surgery Partners stock for Q2 2024, down 17% quarter-over-quarter.
  • 32 funds opened new Surgery Partners positions in Q2 2024 and 32 closed out, a net change of 0 holders.
  • The largest Surgery Partners buyer in Q2 2024 was Janus Henderson Group, an estimated $46.4M added.
  • The largest Surgery Partners seller in Q2 2024 was Durable Capital Partners, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2024.