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Surgery Partners
SGRY

134 hedge funds and large institutions have $5.32B invested in Surgery Partners in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

109% more capital invested

Capital invested by funds: $2.55B → $5.32B (+$2.77B)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

13% more funds holding

Funds holding: 119 → 134 (+15)

11% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $41.1M

1.46% more ownership

Funds ownership: 96.26% → 97.73% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
28
Increased
46
Reduced
44
Closed
13
Calls
$45.7M
Puts
$41.1M
Net Calls
+$4.57M
Net Calls Change
+$2.23M

Top Buyers

Rank Fund Capital Flow
1
BCI
Bain Capital Investors
Massachusetts
+$1.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M
4
RCW
Rheos Capital Works
Japan
+$21.6M
5
HRCM
Hood River Capital Management
Florida
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
ITP
Iron Triangle Partners
Connecticut
-$32.1M
2
RA
Royce & Associates
New York
-$31.4M
3
Millennium Management
Millennium Management
New York
-$14.5M
4
CM
Castleark Management
Illinois
-$8.54M
5
Goldman Sachs
Goldman Sachs
New York
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$2.46M +$1.03M +18,940 +106%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.44M -$136K -2,500 -6%
SEI Investments
53
SEI Investments
Pennsylvania
$2.4M +$968K +17,817 +98%
UBS AM
54
UBS AM
Illinois
$2.3M +$451K +8,313 +32%
Citigroup
55
Citigroup
New York
$2.12M +$665K +12,250 +63%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$2.1M +$147K +2,710 +9%
PC
57
PointState Capital
New York
$2M +$1.63M +30,000 New
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$1.74M -$2.56M -47,205 -64%
SSA
59
Schonfeld Strategic Advisors
New York
$1.71M -$833K -15,342 -37%
CCFM
60
Clear Creek Financial Management
Washington
$1.65M +$1.34M +24,765 New
CS
61
Credit Suisse
Switzerland
$1.6M +$111K +2,048 +9%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.5M +$218K +4,017 +22%
DCM
63
Dupont Capital Management
Delaware
$1.49M – – –
WLPWM
64
Walled Lake Planning & Wealth Management
Illinois
$1.38M – – –
SCP
65
Syntal Capital Partners
Texas
$1.27M +$1.04M +19,138 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.25M -$693K -12,771 -41%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23M +$173K +3,180 +21%
NAM
68
Nexpoint Asset Management
Texas
$988K – – –
Jane Street
69
Jane Street
New York
$977K -$124K -2,283 -13%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$825K +$90.4K +1,664 +16%
MIM
71
MetLife Investment Management
New Jersey
$784K – – –
C
72
Certuity
Florida
$757K +$617K +11,370 New
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$731K -$94.8K -1,745 -14%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$648K +$202K +3,711 +62%
UBS Group
75
UBS Group
Switzerland
$625K -$495K -9,107 -49%
1 2
3
4 5

SGRY Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2021, worth a combined $5.32B — up 109% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SGRY positions and 13 closed out — a net gain of 15 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Bain Capital Investors, adding an estimated $1.23B. The largest seller was Iron Triangle Partners, exiting entirely with an estimated $32.1M sold.

  • 134 institutional investors held Surgery Partners (SGRY) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $5.32B of Surgery Partners stock for Q2 2021, up 109% quarter-over-quarter.
  • 28 funds opened new Surgery Partners positions in Q2 2021 and 13 closed out, a net change of +15 holders.
  • The largest Surgery Partners buyer in Q2 2021 was Bain Capital Investors, an estimated $1.23B added.
  • The largest Surgery Partners seller in Q2 2021 was Iron Triangle Partners, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.