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Surgery Partners

134 hedge funds and large institutions have $5.32B invested in Surgery Partners in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

109% more capital invested

Capital invested by funds: $2.55B → $5.32B (+$2.77B)

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

13% more funds holding

Funds holding: 119134 (+15)

11% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $41.1M

1.46% more ownership

Funds ownership: 96.26%97.73% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
28
Increased
46
Reduced
44
Closed
13
Calls
$45.7M
Puts
$41.1M
Net Calls
+$4.57M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$3.27B +$1.23B +22,608,925 +85%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$484M +$22.9M +421,801 +6%
ClearBridge Investments
3
ClearBridge Investments
New York
$236M -$5.56M -102,307 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$207M +$46.7M +859,938 +38%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$179M -$2.09M -38,503 -1%
BlackRock
6
BlackRock
New York
$138M +$6.06M +111,659 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$101M +$10M +184,999 +14%
Invesco
8
Invesco
Georgia
$88.2M +$4.61M +84,832 +7%
Federated Hermes
9
Federated Hermes
Pennsylvania
$62.2M +$5.89M +108,451 +13%
Victory Capital Management
10
Victory Capital Management
Texas
$55.7M +$452K +8,322 +1%
State Street
11
State Street
Massachusetts
$43.5M +$5.84M +107,565 +20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$36.8M +$3.97M +73,055 +15%
Morgan Stanley
13
Morgan Stanley
New York
$31.8M +$1.21M +22,352 +5%
HRCM
14
Hood River Capital Management
Florida
$29.4M +$13.7M +253,101 +135%
RCW
15
Rheos Capital Works
Japan
$26.5M +$21.6M +398,000 New
Northern Trust
16
Northern Trust
Illinois
$24M +$1.76M +32,373 +10%
AAP
17
Ardsley Advisory Partners
Connecticut
$21.4M -$4.37M -80,500 -20%
Bank of America
18
Bank of America
North Carolina
$20.6M +$2.16M +39,766 +15%
JP Morgan Chase
19
JP Morgan Chase
New York
$18.3M -$175K -3,227 -1%
LCG
20
Lisanti Capital Growth
New York
$17.3M +$3.9M +71,870 +38%
BCM
21
Bridgeway Capital Management
Texas
$16.2M -$1.93M -35,500 -13%
Charles Schwab
22
Charles Schwab
California
$14.3M +$1.4M +25,834 +14%
CM
23
Castleark Management
Illinois
$11.6M -$8.54M -157,246 -47%
N
24
Nuveen
North Carolina
$10.5M +$1.65M +30,409 +24%
DCM
25
Dimension Capital Management
Florida
$10.3M -$807K -14,859 -9%

SGRY Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2021, worth a combined $5.32B — up 109% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SGRY positions and 13 closed out — a net gain of 15 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Bain Capital Investors, adding an estimated $1.23B. The largest seller was Iron Triangle Partners, exiting entirely with an estimated $32.1M sold.

  • 134 institutional investors held Surgery Partners (SGRY) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $5.32B of Surgery Partners stock for Q2 2021, up 109% quarter-over-quarter.
  • 28 funds opened new Surgery Partners positions in Q2 2021 and 13 closed out, a net change of +15 holders.
  • The largest Surgery Partners buyer in Q2 2021 was Bain Capital Investors, an estimated $1.23B added.
  • The largest Surgery Partners seller in Q2 2021 was Iron Triangle Partners, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.