Surgery Partners
SGRY
168 hedge funds and large institutions have $5.98B invested in Surgery Partners in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 21 closing their positions.
144% more call options, than puts
Call options by funds: $24.4M | Put options by funds: $10M
106% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 36
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
33% more capital invested
Capital invested by funds: $4.48B → $5.98B (+$1.5B)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more funds holding
Funds holding: 151 → 168 (+17)
2.28% more ownership
Funds ownership: 102.91% → 105.2% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$59.7M |
| 2 |
Goldman Sachs
New York
|
+$24M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$23.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$15.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$68.7M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$27.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.6M |
| 4 |
ClearBridge Investments
New York
|
-$12.5M |
| 5 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$8.95M |
SGRY Hedge Fund Activity: Q2 2023 in Review
168 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2023, worth a combined $5.98B — up 33% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SGRY positions and 21 closed out — a net gain of 18 holders — while 74 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $59.7M. The largest seller was Avidity Partners Management, cutting an estimated $68.7M.
- 168 institutional investors held Surgery Partners (SGRY) as of Q2 2023, up from 151 in Q1 2023.
- Funds reported $5.98B of Surgery Partners stock for Q2 2023, up 33% quarter-over-quarter.
- 39 funds opened new Surgery Partners positions in Q2 2023 and 21 closed out, a net change of +18 holders.
- The largest Surgery Partners buyer in Q2 2023 was BlackRock, an estimated $59.7M added.
- The largest Surgery Partners seller in Q2 2023 was Avidity Partners Management, an estimated $68.7M sold.
Based on aggregated 13F filings for Q2 2023.