Surgery Partners
SGRY
182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 48
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more call options, than puts
Call options by funds: $20.9M | Put options by funds: $15.8M
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
1.71% more ownership
Funds ownership: 121.26% → 122.97% (+1.7%)
1% more funds holding
Funds holding: 180 → 182 (+2)
22% less capital invested
Capital invested by funds: $2.42B → $1.9B (-$526M)
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.9M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$29.5M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$14.3M |
| 4 |
Goldman Sachs
New York
|
-$9.75M |
| 5 |
Walleye Capital
New York
|
-$5.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AGM
201
Alpine Global Management
New York
| – | -$175K | -11,341 | Closed |
|
|
BC
202
Bayforest Capital
London,
United Kingdom
| – | -$173K | -11,169 | Closed |
|
203
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$110K | -7,100 | Closed |
|
|
AB
204
Amalgamated Bank
New York
| – | -$38K | -2,430 | Closed |
|
|
LIA
205
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$19.7K | -1,275 | Closed |
|
|
A
206
AlphaQuest
New York
| – | -$7.71K | -499 | Closed |
|
|
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$6.18K | -400 | Closed |
|
|
JSAM
208
J. Safra Asset Management
New York
| – | -$3.41K | -221 | Closed |
|
|
VCM
209
Versant Capital Management
Phoenix,
Arizona
| – | -$3.08K | -199 | Closed |
|
|
QL
210
Quarry LP
New York
| – | -$1.7K | -110 | Closed |
|
|
BTI
211
Blue Trust Inc
Alpharetta,
Georgia
| – | -$649 | -42 | Closed |
|
|
EP
212
Essential Partners
Rancho Santa Fe,
California
| – | -$77 | -5 | Closed |
|
SGRY Hedge Fund Activity: Q1 2026 in Review
182 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2026, worth a combined $1.9B — down 22% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SGRY positions and 29 closed out — a net gain of 4 holders — while 66 added to existing stakes and 48 trimmed.
The largest buyer was Pentwater Capital Management, adding an estimated $38.1M. The largest seller was Fidelity Investments, cutting an estimated $62.9M.
- 182 institutional investors held Surgery Partners (SGRY) as of Q1 2026, up from 180 in Q4 2025.
- Funds reported $1.9B of Surgery Partners stock for Q1 2026, down 22% quarter-over-quarter.
- 33 funds opened new Surgery Partners positions in Q1 2026 and 29 closed out, a net change of +4 holders.
- The largest Surgery Partners buyer in Q1 2026 was Pentwater Capital Management, an estimated $38.1M added.
- The largest Surgery Partners seller in Q1 2026 was Fidelity Investments, an estimated $62.9M sold.
Based on aggregated 13F filings for Q1 2026.