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Surgery Partners
SGRY

180 hedge funds and large institutions have $4.08B invested in Surgery Partners in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

7.42% more ownership

Funds ownership: 100.73% → 108.15% (+7.4%)

3% more funds holding

Funds holding: 174 → 180 (+6)

6% less capital invested

Capital invested by funds: $4.33B → $4.08B (-$249M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

67% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $35M

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
35
Increased
71
Reduced
49
Closed
28
Calls
$11.4M
Puts
$35M
Net Calls
-$23.6M
Net Calls Change
-$19.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$77.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.1M
3
DM
Deerfield Management
New York
+$33.8M
4
RSCM
Rock Springs Capital Management
Maryland
+$30.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.6M

Top Sellers

1
JFG
Jefferies Financial Group
New York
-$146M
2
Invesco
Invesco
Georgia
-$46.6M
3
ITP
Iron Triangle Partners
Connecticut
-$33.4M
4
DCP
Durable Capital Partners
Maryland
-$21.7M
5
Morgan Stanley
Morgan Stanley
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.49B – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$566M +$20.6M +659,332 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$302M +$56.1M +1,793,728 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$223M +$1.92M +61,400 +0.8%
BlackRock
5
BlackRock
New York
$190M +$3.64M +116,338 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$164M -$411K -13,148 -0.2%
DCP
7
Durable Capital Partners
Maryland
$143M -$21.7M -692,840 -13%
DM
8
Deerfield Management
New York
$95.1M +$33.8M +1,081,294 +51%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$74.7M +$77.4M +2,473,282 +7,987%
Invesco
10
Invesco
Georgia
$69.1M -$46.6M -1,488,613 -39%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$66M +$11.6M +371,380 +20%
State Street
12
State Street
Massachusetts
$51.5M +$3.71M +118,577 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51M +$1.6M +51,185 +3%
APM
14
Avidity Partners Management
Texas
$43.1M +$8.73M +279,068 +24%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$30.7M -$2.47M -79,015 -7%
RSCM
16
Rock Springs Capital Management
Maryland
$29.4M +$30.8M +985,000 New
Norges Bank
17
Norges Bank
Norway
$25.2M +$1.26M +40,180 +5%
Goldman Sachs
18
Goldman Sachs
New York
$23.3M -$7.25M -231,885 -23%
Northern Trust
19
Northern Trust
Illinois
$22.1M -$855K -27,323 -4%
Victory Capital Management
20
Victory Capital Management
Texas
$19.7M +$2.98M +95,096 +17%
Charles Schwab
21
Charles Schwab
California
$19.6M +$1.5M +47,919 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$18.2M +$4.57M +145,947 +31%
TCP
23
ThornTree Capital Partners
Massachusetts
$16.3M -$3.17M -101,287 -16%
UBS AM
24
UBS AM
Illinois
$15.3M +$596K +19,064 +4%
WCM Investment Management
25
WCM Investment Management
California
$15.2M +$83K +2,652 +0.5%
1
2 3 4 5

SGRY Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2024, worth a combined $4.08B — down 5.8% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SGRY positions and 28 closed out — a net gain of 7 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $77.4M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $146M sold.

  • 180 institutional investors held Surgery Partners (SGRY) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $4.08B of Surgery Partners stock for Q1 2024, down 5.8% quarter-over-quarter.
  • 35 funds opened new Surgery Partners positions in Q1 2024 and 28 closed out, a net change of +7 holders.
  • The largest Surgery Partners buyer in Q1 2024 was Janus Henderson Group, an estimated $77.4M added.
  • The largest Surgery Partners seller in Q1 2024 was Jefferies Financial Group, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.