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Surgery Partners
SGRY

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: 137 → 138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
CC
Cannell & Co
New York
+$17M
2
DCP
Durable Capital Partners
Maryland
+$14M
3
Marshall Wace
Marshall Wace
United Kingdom
+$12M
4
ITP
Iron Triangle Partners
Connecticut
+$9M
5
APM
Avidity Partners Management
Texas
+$8.55M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$49.5M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$12.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$11.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$4.43M
5
CM
Castleark Management
Illinois
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$5K – – –
PA
127
Parallel Advisors
California
$4K – – –
TWA
128
TCI Wealth Advisors
Arizona
$4K +$5.97K +187 New
BAM
129
Baldrige Asset Management
Pennsylvania
$3K – – –
LC
130
Lindbrook Capital
California
$2K +$1.95K +61 +678%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.76K -55 -61%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$1K – – –
HWMA
133
Heritage Wealth Management (Arizona)
Arizona
$1K +$703 +22 New
HCP
134
Hexagon Capital Partners
Arkansas
$1K +$1.79K +56 New
CM
135
Castleark Management
Illinois
– -$3.58M -123,628 Closed
PI
136
Putnam Investments
Massachusetts
– -$2.58M -89,171 Closed
CCIA
137
Campbell & Co Investment Adviser
Maryland
– -$926K -32,016 Closed
WB
138
WesBanco Bank
West Virginia
– -$856K -29,607 Closed
LFAS
139
Level Four Advisory Services
Texas
– -$584K -20,194 Closed
PL
140
Polianta Ltd
Jersey
– -$546K -18,900 Closed
GCM
141
Graham Capital Management
Connecticut
– -$471K -16,302 Closed
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
– -$435K -15,055 Closed
BCM
143
Bayesian Capital Management
New York
– -$399K -13,800 Closed
Baird Financial Group
144
Baird Financial Group
Wisconsin
– -$311K -10,751 Closed
CC
145
Cipher Capital
New York
– -$275K -9,499 Closed
Truist Financial
146
Truist Financial
North Carolina
– -$255K -8,830 Closed
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
– -$228K -7,900 Closed
GTCM
148
Gyon Technologies Capital Management
New Jersey
– -$221K -7,631 Closed
GPWA
149
Great Point Wealth Advisors
Massachusetts
– -$210K -7,261 Closed
QT
150
Quantbot Technologies
New York
– -$124K -4,308 Closed
3 4 5
6
7

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.