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Surgery Partners
SGRY

161 hedge funds and large institutions have $3.56B invested in Surgery Partners in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

63% more capital invested

Capital invested by funds: $2.19B → $3.56B (+$1.37B)

38.84% more ownership

Funds ownership: 104.42% → 143.26% (+39%)

17% more funds holding

Funds holding: 138 → 161 (+23)

11% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $7.13M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
161
Holders Change
+23
Holders Change %
+16.67%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
73
Reduced
29
Closed
20
Calls
$7.92M
Puts
$7.13M
Net Calls
+$783K
Net Calls Change
-$2.89M

Top Buyers

1
BCI
Bain Capital Investors
Massachusetts
+$243M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$180M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
4
DCP
Durable Capital Partners
Maryland
+$98.5M
5
APM
Avidity Partners Management
Texas
+$75.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$24.3M
2
PCH
Polar Capital Holdings
United Kingdom
-$14.3M
3
CC
Cannell & Co
New York
-$9.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.78M
5
Victory Capital Management
Victory Capital Management
Texas
-$4.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.62B +$243M +9,183,673 +19%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512M +$130M +4,900,320 +36%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$189M +$180M +6,794,478 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$164M +$55.5M +2,094,544 +55%
DCP
5
Durable Capital Partners
Maryland
$163M +$98.5M +3,719,766 +174%
ClearBridge Investments
6
ClearBridge Investments
New York
$153M +$28.8M +1,088,289 +25%
BlackRock
7
BlackRock
New York
$102M +$28M +1,057,577 +41%
APM
8
Avidity Partners Management
Texas
$86.7M +$75.3M +2,844,400 +1,063%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$61.1M +$42.3M +1,598,658 +269%
Invesco
10
Invesco
Georgia
$47.3M +$2.25M +85,044 +5%
ITP
11
Iron Triangle Partners
Connecticut
$35.7M +$19.3M +730,000 +133%
State Street
12
State Street
Massachusetts
$32.4M +$8.38M +316,395 +37%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.6M +$8.52M +321,750 +43%
HRCM
14
Hood River Capital Management
Florida
$21.2M +$1.93M +72,954 +11%
Victory Capital Management
15
Victory Capital Management
Texas
$21M -$4.53M -170,999 -18%
Goldman Sachs
16
Goldman Sachs
New York
$19.9M +$13M +492,645 +224%
CC
17
Cannell & Co
New York
$14.6M -$9.7M -366,450 -41%
Northern Trust
18
Northern Trust
Illinois
$14.5M +$3.71M +140,177 +37%
LP
19
LMR Partners
United Kingdom
$13.9M +$13.2M +500,000 New
N
20
Nuveen
North Carolina
$13.9M +$2.57M +97,067 +24%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$13.2M -$4.36M -164,777 -26%
Charles Schwab
22
Charles Schwab
California
$12.1M +$4.01M +151,309 +53%
Norges Bank
23
Norges Bank
Norway
$12.1M +$3.54M +133,490 +44%
American Century Companies
24
American Century Companies
Missouri
$11.7M +$11.1M +420,524 New
WCM Investment Management
25
WCM Investment Management
California
$10.7M -$170K -6,414 -2%
1
2 3 4 5

SGRY Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2022, worth a combined $3.56B — up 63% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SGRY positions and 20 closed out — a net gain of 23 holders — while 73 added to existing stakes and 29 trimmed.

The largest buyer was Bain Capital Investors, adding an estimated $243M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $24.3M sold.

  • 161 institutional investors held Surgery Partners (SGRY) as of Q4 2022, up from 138 in Q3 2022.
  • Funds reported $3.56B of Surgery Partners stock for Q4 2022, up 63% quarter-over-quarter.
  • 43 funds opened new Surgery Partners positions in Q4 2022 and 20 closed out, a net change of +23 holders.
  • The largest Surgery Partners buyer in Q4 2022 was Bain Capital Investors, an estimated $243M added.
  • The largest Surgery Partners seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2022.