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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Bain Capital Investors
Boston,
Massachusetts
|
+$1.23B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.9M |
| 4 |
RCW
Rheos Capital Works
Tokyo,
Japan
|
+$21.6M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$32.1M |
| 2 |
RA
Royce & Associates
New York
|
-$31.4M |
| 3 |
Millennium Management
New York
|
-$14.5M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$8.54M |
| 5 |
Goldman Sachs
New York
|
-$5.67M |
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.