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Surgery Partners

138 hedge funds and large institutions have $2.19B invested in Surgery Partners in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

62% more call options, than puts

Call options by funds: $9.57M | Put options by funds: $5.89M

1.67% more ownership

Funds ownership: 102.75%104.42% (+1.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $2.66B → $2.19B (-$472M)

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
58
Reduced
33
Closed
22
Calls
$9.57M
Puts
$5.89M
Net Calls
+$3.68M
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$154K -$15.4K -481 -7%
AB
102
Amalgamated Bank
New York
$145K +$2.81K +88 +1%
Wells Fargo
103
Wells Fargo
California
$112K -$21.9K -686 -13%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$102K
TRCT
105
Tower Research Capital (TRC)
New York
$79K -$135K -4,213 -55%
AIP
106
Ameritas Investment Partners
Nebraska
$69K
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$56.2K
IA
108
IFP Advisors
Florida
$53K
Simplex Trading
109
Simplex Trading
Illinois
$50K +$68.7K +2,152 New
Osaic Holdings
110
Osaic Holdings
Arizona
$49K -$11.6K -363 -15%
PFPT
111
Pinnacle Financial Partners (Tennessee)
Tennessee
$47K
Canada Life
112
Canada Life
Manitoba, Canada
$44K
S
113
SignatureFD
Georgia
$43K +$59.1K +1,850 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$35K
QCG
115
Quadrant Capital Group
Ohio
$33K
UBS Group
116
UBS Group
Switzerland
$33K +$14.2K +444 +47%
PHK
117
Point72 Hong Kong
Hong Kong
$32K -$280K -8,761 -87%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$32K +$25.7K +804 +140%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$29K -$64 -2 -0.2%
SOW
120
State of Wyoming
Wyoming
$19K +$25.8K +808 New
Macquarie Group
121
Macquarie Group
Australia
$15K -$20.9K -654 Closed
PCH
122
Polar Capital Holdings
United Kingdom
$12.9K +$1.83M +57,323 +12%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$12K -$287 -9 -2%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$7K +$926 +29 +12%
C
125
Covestor
United Kingdom
$6K -$32 -1 -0.4%

SGRY Hedge Fund Activity: Q3 2022 in Review

138 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2022, worth a combined $2.19B — down 18% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SGRY positions and 22 closed out — a net gain of 1 holder — while 58 added to existing stakes and 33 trimmed.

The largest buyer was Cannell & Co, adding an estimated $17M. The largest seller was T. Rowe Price Associates, cutting an estimated $49.5M.

  • 138 institutional investors held Surgery Partners (SGRY) as of Q3 2022, up from 137 in Q2 2022.
  • Funds reported $2.19B of Surgery Partners stock for Q3 2022, down 18% quarter-over-quarter.
  • 23 funds opened new Surgery Partners positions in Q3 2022 and 22 closed out, a net change of +1 holder.
  • The largest Surgery Partners buyer in Q3 2022 was Cannell & Co, an estimated $17M added.
  • The largest Surgery Partners seller in Q3 2022 was T. Rowe Price Associates, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2022.