Surgery Partners
SGRY
137 hedge funds and large institutions have $4.69B invested in Surgery Partners in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 29 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 30
37% more capital invested
Capital invested by funds: $3.43B → $4.69B (+$1.26B)
1.67% more ownership
Funds ownership: 98.27% → 99.93% (+1.7%)
1% more funds holding
Funds holding: 135 → 137 (+2)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less call options, than puts
Call options by funds: $17M | Put options by funds: $17.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$141M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$73.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.6M |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$25.2M |
| 5 |
ClearBridge Investments
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$34.9M |
| 2 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
-$7.1M |
| 3 |
JP Morgan Chase
New York
|
-$7.09M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.6M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$4.03M |
SGRY Hedge Fund Activity: Q4 2021 in Review
137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2021, worth a combined $4.69B — up 37% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SGRY positions and 29 closed out — a net gain of 2 holders — while 53 added to existing stakes and 30 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Millennium Management, exiting entirely with an estimated $34.9M sold.
- 137 institutional investors held Surgery Partners (SGRY) as of Q4 2021, up from 135 in Q3 2021.
- Funds reported $4.69B of Surgery Partners stock for Q4 2021, up 37% quarter-over-quarter.
- 31 funds opened new Surgery Partners positions in Q4 2021 and 29 closed out, a net change of +2 holders.
- The largest Surgery Partners buyer in Q4 2021 was Fidelity Investments, an estimated $141M added.
- The largest Surgery Partners seller in Q4 2021 was Millennium Management, an estimated $34.9M sold.
Based on aggregated 13F filings for Q4 2021.