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Surgery Partners
SGRY

164 hedge funds and large institutions have $3.94B invested in Surgery Partners in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 41

30% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $8.66M

1.37% more ownership

Funds ownership: 105.2% → 106.57% (+1.4%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

2% less funds holding

Funds holding: 168 → 164 (-4)

34% less capital invested

Capital invested by funds: $5.98B → $3.94B (-$2.04B)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
31
Increased
71
Reduced
41
Closed
34
Calls
$11.3M
Puts
$8.66M
Net Calls
+$2.62M
Net Calls Change
-$11.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.3M
2
DM
Deerfield Management
New York
+$52.5M
3
Invesco
Invesco
Georgia
+$11M
4
Goldman Sachs
Goldman Sachs
New York
+$10.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.38M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$50.1M
2
ITP
Iron Triangle Partners
Connecticut
-$26.1M
3
IHAM
Integral Health Asset Management
New York
-$11.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.1M
5
LCG
Lisanti Capital Growth
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.7B – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$555M +$610K +16,975 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$235M +$54.3M +1,511,396 +23%
Vanguard Group
4
Vanguard Group
Pennsylvania
$197M -$2.13M -59,376 -0.9%
BlackRock
5
BlackRock
New York
$159M +$2.42M +67,337 +1%
DCP
6
Durable Capital Partners
Maryland
$157M – – –
ClearBridge Investments
7
ClearBridge Investments
New York
$154M +$1.49M +41,557 +0.8%
Invesco
8
Invesco
Georgia
$105M +$11M +305,216 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$49.5M +$9.38M +260,915 +18%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$45.5M +$69.1K +1,921 +0.1%
State Street
11
State Street
Massachusetts
$44.1M +$1.65M +45,924 +3%
DM
12
Deerfield Management
New York
$42.7M +$52.5M +1,460,000 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.9M +$686K +19,085 +1%
APM
14
Avidity Partners Management
Texas
$39.1M -$7.8M -217,000 -14%
Goldman Sachs
15
Goldman Sachs
New York
$36.4M +$10.4M +288,949 +30%
American Century Companies
16
American Century Companies
Missouri
$26M +$1.72M +47,935 +6%
Norges Bank
17
Norges Bank
Norway
$20.5M +$3.34M +93,019 +15%
Northern Trust
18
Northern Trust
Illinois
$20M -$67.3K -1,873 -0.3%
Victory Capital Management
19
Victory Capital Management
Texas
$16.5M -$569K -15,819 -3%
Charles Schwab
20
Charles Schwab
California
$15.8M +$886K +24,645 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$15.7M +$1.06M +29,613 +6%
WCM Investment Management
22
WCM Investment Management
California
$13.6M +$1.75M +48,722 +12%
UBS AM
23
UBS AM
Illinois
$11.6M +$342K +9,519 +2%
RI
24
Redwood Investments
Massachusetts
$10.1M +$8.56M +237,970 +219%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.3M +$680K +18,900 +6%
1
2 3 4 5

SGRY Hedge Fund Activity: Q3 2023 in Review

164 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2023, worth a combined $3.94B — down 34% from $5.98B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SGRY and 31 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 71 added.

The largest buyer was Wellington Management Group, adding an estimated $54.3M. The largest seller was Point72 Asset Management, cutting an estimated $50.1M.

  • 164 institutional investors held Surgery Partners (SGRY) as of Q3 2023, down from 168 in Q2 2023.
  • Funds reported $3.94B of Surgery Partners stock for Q3 2023, down 34% quarter-over-quarter.
  • 31 funds opened new Surgery Partners positions in Q3 2023 and 34 closed out, a net change of -3 holders.
  • The largest Surgery Partners buyer in Q3 2023 was Wellington Management Group, an estimated $54.3M added.
  • The largest Surgery Partners seller in Q3 2023 was Point72 Asset Management, an estimated $50.1M sold.

Based on aggregated 13F filings for Q3 2023.