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Surgery Partners

115 hedge funds and large institutions have $1.39B invested in Surgery Partners in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

131% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $5.54M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more capital invested

Capital invested by funds: $1.02B → $1.39B (+$365M)

17% more funds holding

Funds holding: 98115 (+17)

1.03% more ownership

Funds ownership: 93.99%95.02% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
36
Reduced
37
Closed
8
Calls
$12.8M
Puts
$5.54M
Net Calls
+$7.24M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$767M
ClearBridge Investments
2
ClearBridge Investments
New York
$107M -$19.2K -771 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$50.7M +$816K +32,770 +2%
BlackRock
4
BlackRock
New York
$45.6M +$1.2M +48,102 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.8M +$1.45M +58,329 +5%
KSCM
6
King Street Capital Management
New York
$29M -$21.9M -878,733 -47%
ITP
7
Iron Triangle Partners
Connecticut
$26.7M +$4.21M +169,338 +23%
Millennium Management
8
Millennium Management
New York
$25.3M +$1.76M +70,692 +9%
RA
9
Royce & Associates
New York
$23.2M +$188K +7,564 +1%
PCH
10
Polar Capital Holdings
United Kingdom
$23.2M +$19.9M +799,054 New
HPCM
11
Hein Park Capital Management
New York
$19.4M +$16.7M +669,931 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$17.9M -$5.69M -228,500 -27%
APM
13
Avidity Partners Management
Texas
$15.4M +$13.2M +531,000 New
State Street
14
State Street
Massachusetts
$15M +$1.74M +69,765 +16%
Invesco
15
Invesco
Georgia
$14.5M +$5.47M +219,991 +78%
AAP
16
Ardsley Advisory Partners
Connecticut
$12.1M +$2.76M +110,935 +36%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$10.3M +$269K +10,807 +3%
Northern Trust
18
Northern Trust
Illinois
$9.2M -$383K -15,404 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.5M -$495K -19,886 -6%
BCM
20
Bridgeway Capital Management
Texas
$8.21M
CM
21
Castleark Management
Illinois
$7.84M +$408K +16,381 +6%
Bank of America
22
Bank of America
North Carolina
$7.18M -$2.18M -87,705 -26%
EGI
23
EAM Global Investors
California
$7.09M +$9.29M +373,456 New
WCM Investment Management
24
WCM Investment Management
California
$6.92M -$3.11M -124,979 -34%
Renaissance Technologies
25
Renaissance Technologies
New York
$5.59M +$2.01M +80,900 +72%

SGRY Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2020, worth a combined $1.39B — up 36% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SGRY positions and 8 closed out — a net gain of 18 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was Avidity Partners Management, opening a new position worth an estimated $13.2M. The largest seller was King Street Capital Management, cutting an estimated $21.9M.

  • 115 institutional investors held Surgery Partners (SGRY) as of Q4 2020, up from 98 in Q3 2020.
  • Funds reported $1.39B of Surgery Partners stock for Q4 2020, up 36% quarter-over-quarter.
  • 26 funds opened new Surgery Partners positions in Q4 2020 and 8 closed out, a net change of +18 holders.
  • The largest Surgery Partners buyer in Q4 2020 was Avidity Partners Management, an estimated $13.2M added.
  • The largest Surgery Partners seller in Q4 2020 was King Street Capital Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2020.