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Surgery Partners
SGRY

149 hedge funds and large institutions have $4.96B invested in Surgery Partners in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $9.92M

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

9% more funds holding

Funds holding: 137 → 149 (+12)

6% more capital invested

Capital invested by funds: $4.69B → $4.96B (+$271M)

1.56% more ownership

Funds ownership: 99.93% → 101.49% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
56
Reduced
43
Closed
16
Calls
$22.6M
Puts
$9.92M
Net Calls
+$12.7M
Net Calls Change
+$13.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.4M
2
DCP
Durable Capital Partners
Maryland
+$16.1M
3
CCP
Clough Capital Partners
Massachusetts
+$14.8M
4
Calamos Advisors
Calamos Advisors
Illinois
+$7.28M
5
PI
Putnam Investments
Massachusetts
+$6.04M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$7.33M
2
ITP
Iron Triangle Partners
Connecticut
-$7.11M
3
SSA
Schonfeld Strategic Advisors
New York
-$4.63M
4
Goldman Sachs
Goldman Sachs
New York
-$3.98M
5
BCM
Bridgeway Capital Management
Texas
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$2.7B – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$654M +$69.4M +1,403,374 +13%
ClearBridge Investments
3
ClearBridge Investments
New York
$225M +$2.17M +43,885 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$203M +$1.25M +25,229 +0.7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$147M -$7.33M -148,159 -5%
BlackRock
6
BlackRock
New York
$126M +$1.12M +22,579 +1%
DCP
7
Durable Capital Partners
Maryland
$106M +$16.1M +325,221 +20%
Invesco
8
Invesco
Georgia
$85.3M -$342K -6,923 -0.4%
Victory Capital Management
9
Victory Capital Management
Texas
$73.7M -$1.58M -31,859 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70M -$2.38M -48,212 -4%
Federated Hermes
11
Federated Hermes
Pennsylvania
$57.8M -$9.55K -193 -0%
State Street
12
State Street
Massachusetts
$40.1M +$1.41M +28,531 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.7M +$1.65M +33,304 +5%
HRCM
14
Hood River Capital Management
Florida
$35.5M +$4.68M +94,596 +17%
N
15
Nuveen
North Carolina
$23.8M +$3.09M +62,443 +16%
RCW
16
Rheos Capital Works
Japan
$22.8M – – –
ITP
17
Iron Triangle Partners
Connecticut
$22M -$7.11M -143,696 -26%
UBS AM
18
UBS AM
Illinois
$21.1M -$862K -17,423 -4%
Northern Trust
19
Northern Trust
Illinois
$19.5M -$609K -12,313 -3%
Bank of America
20
Bank of America
North Carolina
$19.3M +$81.3K +1,643 +0.5%
CCP
21
Clough Capital Partners
Massachusetts
$16.4M +$14.8M +298,781 New
AAP
22
Ardsley Advisory Partners
Connecticut
$15.4M -$2.97M -60,000 -18%
WCM Investment Management
23
WCM Investment Management
California
$15.4M +$1.31M +26,444 +10%
Charles Schwab
24
Charles Schwab
California
$14.1M +$410K +8,283 +3%
CC
25
Cannell & Co
New York
$12.4M +$2.3M +46,475 +26%
1
2 3 4 5

SGRY Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2022, worth a combined $4.96B — up 5.8% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SGRY positions and 16 closed out — a net gain of 13 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $7.33M.

  • 149 institutional investors held Surgery Partners (SGRY) as of Q1 2022, up from 137 in Q4 2021.
  • Funds reported $4.96B of Surgery Partners stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 29 funds opened new Surgery Partners positions in Q1 2022 and 16 closed out, a net change of +13 holders.
  • The largest Surgery Partners buyer in Q1 2022 was Fidelity Investments, an estimated $69.4M added.
  • The largest Surgery Partners seller in Q1 2022 was T. Rowe Price Associates, an estimated $7.33M sold.

Based on aggregated 13F filings for Q1 2022.