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Surgery Partners
SGRY

149 hedge funds and large institutions have $4.96B invested in Surgery Partners in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $9.92M

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

9% more funds holding

Funds holding: 137 → 149 (+12)

6% more capital invested

Capital invested by funds: $4.69B → $4.96B (+$271M)

1.56% more ownership

Funds ownership: 99.93% → 101.49% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
56
Reduced
43
Closed
16
Calls
$22.6M
Puts
$9.92M
Net Calls
+$12.7M
Net Calls Change
+$13.1M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.4M
2
DCP
Durable Capital Partners
Maryland
+$16.1M
3
CCP
Clough Capital Partners
Massachusetts
+$14.8M
4
Calamos Advisors
Calamos Advisors
Illinois
+$7.28M
5
PI
Putnam Investments
Massachusetts
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$7.33M
2
ITP
Iron Triangle Partners
Connecticut
-$7.11M
3
SSA
Schonfeld Strategic Advisors
New York
-$4.63M
4
Goldman Sachs
Goldman Sachs
New York
-$3.98M
5
BCM
Bridgeway Capital Management
Texas
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$938K -$50.3K -1,016 -6%
WAM
77
Wolverine Asset Management
Illinois
$888K – – –
PAM
78
Panagora Asset Management
Massachusetts
$851K +$764K +15,455 New
ACM
79
AlphaCrest Capital Management
New York
$754K +$678K +13,703 New
CSS
80
Cubist Systematic Strategies
Connecticut
$723K +$605K +12,226 +1,358%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$707K +$18.9K +383 +3%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$650K +$97K +1,962 +20%
PAIA
83
Park Avenue Institutional Advisers
New York
$569K – – –
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$567K – – –
CAM
85
Connacht Asset Management
New York
$556K +$20.8K +420 +4%
ASRS
86
Arizona State Retirement System
Arizona
$526K +$33.7K +682 +8%
TC
87
TwinBeech Capital
New York
$500K +$449K +9,084 New
FVWA
88
Foster Victor Wealth Advisors
South Carolina
$484K – – –
Millennium Management
89
Millennium Management
New York
$445K +$400K +8,091 New
Barclays
90
Barclays
United Kingdom
$443K -$1.64M -33,213 -81%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$436K -$12.5K -252 -3%
Handelsbanken Fonder
92
Handelsbanken Fonder
Sweden
$435K -$124K -2,500 -24%
TFS
93
TrustCore Financial Services
Tennessee
$435K – – –
NAM
94
Nexpoint Asset Management
Texas
$412K -$90.9K -1,837 -20%
UBS Group
95
UBS Group
Switzerland
$411K -$450K -9,108 -55%
GPWA
96
Great Point Wealth Advisors
Massachusetts
$400K – – –
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$392K +$40.8K +825 +13%
Citigroup
98
Citigroup
New York
$373K -$406K -8,216 -55%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$359K +$2.23K +45 +0.7%
ProShare Advisors
100
ProShare Advisors
Maryland
$355K -$48.9K -989 -13%
2 3
4
5 6

SGRY Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2022, worth a combined $4.96B — up 5.8% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SGRY positions and 16 closed out — a net gain of 13 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $7.33M.

  • 149 institutional investors held Surgery Partners (SGRY) as of Q1 2022, up from 137 in Q4 2021.
  • Funds reported $4.96B of Surgery Partners stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 29 funds opened new Surgery Partners positions in Q1 2022 and 16 closed out, a net change of +13 holders.
  • The largest Surgery Partners buyer in Q1 2022 was Fidelity Investments, an estimated $69.4M added.
  • The largest Surgery Partners seller in Q1 2022 was T. Rowe Price Associates, an estimated $7.33M sold.

Based on aggregated 13F filings for Q1 2022.