Surgery Partners
SGRY
137 hedge funds and large institutions have $2.66B invested in Surgery Partners in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 33 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 33
11% more call options, than puts
Call options by funds: $5.07M | Put options by funds: $4.57M
1.26% more ownership
Funds ownership: 101.49% → 102.75% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 149 → 137 (-12)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
46% less capital invested
Capital invested by funds: $4.96B → $2.66B (-$2.31B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$34.1M |
| 3 |
BlackRock
New York
|
+$11.6M |
| 4 |
ClearBridge Investments
New York
|
+$11.3M |
| 5 |
CC
Cannell & Co
New York
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$23.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$12.1M |
| 4 |
RCW
Rheos Capital Works
Tokyo,
Japan
|
-$10.5M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$9.79M |
SGRY Hedge Fund Activity: Q2 2022 in Review
137 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2022, worth a combined $2.66B — down 46% from $4.96B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of SGRY and 24 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 60 added.
The largest buyer was Fidelity Investments, adding an estimated $70.2M. The largest seller was Federated Hermes, cutting an estimated $23.4M.
- 137 institutional investors held Surgery Partners (SGRY) as of Q2 2022, down from 149 in Q1 2022.
- Funds reported $2.66B of Surgery Partners stock for Q2 2022, down 46% quarter-over-quarter.
- 24 funds opened new Surgery Partners positions in Q2 2022 and 33 closed out, a net change of -9 holders.
- The largest Surgery Partners buyer in Q2 2022 was Fidelity Investments, an estimated $70.2M added.
- The largest Surgery Partners seller in Q2 2022 was Federated Hermes, an estimated $23.4M sold.
Based on aggregated 13F filings for Q2 2022.