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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell & Co
New York
|
+$17M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$14M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$12M |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$9M |
| 5 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$8.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$49.5M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$12.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$4.43M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$3.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
151
PEAK6 Investments
Chicago,
Illinois
| – | -$176K | -3,914 | Closed |
|
|
RTC
152
Riverview Trust Company
Vancouver,
Washington
| – | -$10K | -347 | Closed |
|
153
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -158 | Closed |
|
|
MCM
154
Manchester Capital Management
Manchester,
Vermont
| – | -$1.25K | -39 | -75% |
|
|
EI
155
Ellevest Inc
New York
| – | +$64 | +2 | New |
|
|
JWA
156
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$64 | +2 | New |
|
|
SIC
157
SJS Investment Consulting
Sylvania,
Ohio
| – | +$96 | +3 | New |
|
|
DI
158
Disciplined Investments
Tulsa,
Oklahoma
| – | +$128 | +4 | New |
|
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.