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Surgery Partners
SGRY
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.
New
Increased
Maintained
Reduced
Closed
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)
Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
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 |
|