Surgery Partners
SGRY
135 hedge funds and large institutions have $3.43B invested in Surgery Partners in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 26 closing their positions.
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
1% more funds holding
Funds holding: 134 → 135 (+1)
0.54% more ownership
Funds ownership: 97.73% → 98.27% (+0.54%)
13% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $22.9M
36% less capital invested
Capital invested by funds: $5.32B → $3.43B (-$1.89B)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$42M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$20.9M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$19.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$15.4M |
| 5 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
+$8.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$35.4M |
| 2 |
Morgan Stanley
New York
|
-$17.3M |
| 3 |
LCG
Lisanti Capital Growth
New York
|
-$11.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.17M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$7.36M |
SGRY Hedge Fund Activity: Q3 2021 in Review
135 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2021, worth a combined $3.43B — down 36% from $5.32B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SGRY positions and 26 closed out — a net gain of 2 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $42M. The largest seller was Polar Capital Holdings, cutting an estimated $35.4M.
- 135 institutional investors held Surgery Partners (SGRY) as of Q3 2021, up from 134 in Q2 2021.
- Funds reported $3.43B of Surgery Partners stock for Q3 2021, down 36% quarter-over-quarter.
- 28 funds opened new Surgery Partners positions in Q3 2021 and 26 closed out, a net change of +2 holders.
- The largest Surgery Partners buyer in Q3 2021 was Millennium Management, an estimated $42M added.
- The largest Surgery Partners seller in Q3 2021 was Polar Capital Holdings, an estimated $35.4M sold.
Based on aggregated 13F filings for Q3 2021.