Surgery Partners
SGRY
161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 29
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
63% more capital invested
Capital invested by funds: $2.19B → $3.56B (+$1.37B)
38.84% more ownership
Funds ownership: 104.42% → 143.26% (+39%)
17% more funds holding
Funds holding: 138 → 161 (+23)
11% more call options, than puts
Call options by funds: $7.92M | Put options by funds: $7.13M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Bain Capital Investors
Boston,
Massachusetts
|
+$243M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$180M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$98.5M |
| 5 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$75.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$24.3M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$14.3M |
| 3 |
CC
Cannell & Co
New York
|
-$9.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$8.78M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$4.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
176
Aquatic Capital Management
Chicago,
Illinois
| – | -$176K | -7,500 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$57K | -2,152 | Closed |
|
|
S
178
SignatureFD
Atlanta,
Georgia
| – | -$43K | -1,850 | Closed |
|
|
PHK
179
Point72 Hong Kong
Hong Kong
| – | -$32K | -1,355 | Closed |
|
180
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$477 | -18 | -51% |
|
|
SFG
181
Steward Financial Group
Colleyville,
Texas
| – | +$318 | +12 | New |
|
SGRY Hedge Fund Activity: Q4 2022 in Review
161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2022, worth a combined $3.56B — up 63% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SGRY positions and 20 closed out — a net gain of 23 holders — while 73 added to existing stakes and 29 trimmed.
The largest buyer was Bain Capital Investors, adding an estimated $243M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $24.3M sold.
- 161 institutional investors held Surgery Partners (SGRY) as of Q4 2022, up from 138 in Q3 2022.
- Funds reported $3.56B of Surgery Partners stock for Q4 2022, up 63% quarter-over-quarter.
- 43 funds opened new Surgery Partners positions in Q4 2022 and 20 closed out, a net change of +23 holders.
- The largest Surgery Partners buyer in Q4 2022 was Bain Capital Investors, an estimated $243M added.
- The largest Surgery Partners seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2022.