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Surgery Partners

137 hedge funds and large institutions have $4.69B invested in Surgery Partners in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

37% more capital invested

Capital invested by funds: $3.43B → $4.69B (+$1.26B)

1.67% more ownership

Funds ownership: 98.27%99.93% (+1.7%)

1% more funds holding

Funds holding: 135137 (+2)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less call options, than puts

Call options by funds: $17M | Put options by funds: $17.5M

Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
53
Reduced
30
Closed
29
Calls
$17M
Puts
$17.5M
Net Calls
-$476K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$2.62B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$559M +$141M +3,049,528 +41%
ClearBridge Investments
3
ClearBridge Investments
New York
$216M +$22.3M +480,754 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$196M +$25.6M +552,125 +18%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$150M +$13.2M +284,644 +11%
BlackRock
6
BlackRock
New York
$121M +$12.1M +259,833 +13%
DCP
7
Durable Capital Partners
Maryland
$85.1M +$73.9M +1,593,229 New
Invesco
8
Invesco
Georgia
$83.1M +$17.5M +376,600 +32%
Victory Capital Management
9
Victory Capital Management
Texas
$73.3M +$5.89M +127,067 +10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70.5M -$5.6M -120,642 -8%
Federated Hermes
11
Federated Hermes
Pennsylvania
$56M +$3.71M +79,986 +8%
State Street
12
State Street
Massachusetts
$37.4M +$643K +13,861 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.8M +$3.17M +68,450 +12%
HRCM
14
Hood River Capital Management
Florida
$29.4M +$5.85M +126,105 +30%
ITP
15
Iron Triangle Partners
Connecticut
$29M +$25.2M +543,696 New
RCW
16
Rheos Capital Works
Japan
$22.1M
UBS AM
17
UBS AM
Illinois
$21.4M -$578K -12,462 -3%
N
18
Nuveen
North Carolina
$21.1M +$11.7M +252,933 +178%
Northern Trust
19
Northern Trust
Illinois
$19.5M +$564K +12,165 +3%
Bank of America
20
Bank of America
North Carolina
$18.6M +$2.33M +50,290 +17%
AAP
21
Ardsley Advisory Partners
Connecticut
$18.2M +$1.86M +40,000 +13%
WCM Investment Management
22
WCM Investment Management
California
$13.5M +$4.52M +97,536 +63%
Charles Schwab
23
Charles Schwab
California
$13.2M +$1.62M +35,036 +17%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$13M -$2.7M -58,141 -19%
CC
25
Cannell & Co
New York
$9.59M +$7.95M +171,450 +2,130%

SGRY Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2021, worth a combined $4.69B — up 37% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SGRY positions and 29 closed out — a net gain of 2 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Millennium Management, exiting entirely with an estimated $34.9M sold.

  • 137 institutional investors held Surgery Partners (SGRY) as of Q4 2021, up from 135 in Q3 2021.
  • Funds reported $4.69B of Surgery Partners stock for Q4 2021, up 37% quarter-over-quarter.
  • 31 funds opened new Surgery Partners positions in Q4 2021 and 29 closed out, a net change of +2 holders.
  • The largest Surgery Partners buyer in Q4 2021 was Fidelity Investments, an estimated $141M added.
  • The largest Surgery Partners seller in Q4 2021 was Millennium Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2021.