Surgery Partners
SGRY
183 hedge funds and large institutions have $4.44B invested in Surgery Partners in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 30 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
32% more capital invested
Capital invested by funds: $3.38B → $4.44B (+$1.07B)
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
11% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 61
2% more funds holding
Funds holding: 179 → 183 (+4)
3.2% less ownership
Funds ownership: 111.64% → 108.45% (-3.2%)
67% less call options, than puts
Call options by funds: $5.04M | Put options by funds: $15.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$52M |
| 2 |
KSCM
King Street Capital Management
New York
|
+$42.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$35M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$86.4M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$68.5M |
| 3 |
ClearBridge Investments
New York
|
-$32M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$20.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
201
Penn Capital Management
Philadelphia,
Pennsylvania
| – | -$528K | -22,094 | Closed |
|
202
First Trust Advisors
Wheaton,
Illinois
| – | -$481K | -20,204 | Closed |
|
|
BA
203
Bridgewater Associates
Westport,
Connecticut
| – | -$451K | -18,938 | Closed |
|
|
DTL
204
Dynamic Technology Lab
Singapore
| – | -$351K | -14,774 | Closed |
|
|
BCM
205
Bayesian Capital Management
Brooklyn,
New York
| – | -$336K | -14,130 | Closed |
|
206
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$303K | -12,716 | Closed |
|
|
BHCM
207
Brevan Howard Capital Management
St. Helier,
Jersey
| – | -$274K | -11,506 | Closed |
|
|
BC
208
Bridgefront Capital
Austin,
Texas
| – | -$268K | -11,245 | Closed |
|
|
QT
209
Quantbot Technologies
New York
| – | -$183K | -7,684 | Closed |
|
|
EC
210
EntryPoint Capital
New York
| – | -$102K | -4,298 | Closed |
|
|
SWS
211
SYSTM Wealth Solutions
Chicago,
Illinois
| – | -$12.6K | -529 | Closed |
|
|
IAIM
212
International Assets Investment Management
Orlando,
Florida
| – | -$5.95K | -250 | Closed |
|
|
IC
213
Innealta Capital
Austin,
Texas
| – | -$190 | -8 | Closed |
|
SGRY Hedge Fund Activity: Q3 2024 in Review
183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2024, worth a combined $4.44B — up 32% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SGRY positions and 30 closed out — a net gain of 4 holders — while 68 added to existing stakes and 61 trimmed.
The largest buyer was Invesco, adding an estimated $52M. The largest seller was Deerfield Management, cutting an estimated $86.4M.
- 183 institutional investors held Surgery Partners (SGRY) as of Q3 2024, up from 179 in Q2 2024.
- Funds reported $4.44B of Surgery Partners stock for Q3 2024, up 32% quarter-over-quarter.
- 34 funds opened new Surgery Partners positions in Q3 2024 and 30 closed out, a net change of +4 holders.
- The largest Surgery Partners buyer in Q3 2024 was Invesco, an estimated $52M added.
- The largest Surgery Partners seller in Q3 2024 was Deerfield Management, an estimated $86.4M sold.
Based on aggregated 13F filings for Q3 2024.