Surgery Partners
SGRY
183 hedge funds and large institutions have $3B invested in Surgery Partners in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 34 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 56
2.95% more ownership
Funds ownership: 108.45% → 111.4% (+2.9%)
6% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 34
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 184 → 183 (-1)
33% less capital invested
Capital invested by funds: $4.44B → $3B (-$1.45B)
39% less call options, than puts
Call options by funds: $9.06M | Put options by funds: $14.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$159M |
| 2 |
KSCM
King Street Capital Management
New York
|
+$35.4M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$31.7M |
| 4 |
HPCM
Hein Park Capital Management
New York
|
+$29.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$103M |
| 2 |
DM
Deerfield Management
New York
|
-$57.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.7M |
| 5 |
TCP
ThornTree Capital Partners
Boston,
Massachusetts
|
-$23.8M |
SGRY Hedge Fund Activity: Q4 2024 in Review
183 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2024, worth a combined $3B — down 33% from $4.44B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SGRY positions and 34 closed out — a net gain of 2 holders — while 70 added to existing stakes and 56 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $159M. The largest seller was Wellington Management Group, cutting an estimated $103M.
- 183 institutional investors held Surgery Partners (SGRY) as of Q4 2024, down from 184 in Q3 2024.
- Funds reported $3B of Surgery Partners stock for Q4 2024, down 33% quarter-over-quarter.
- 36 funds opened new Surgery Partners positions in Q4 2024 and 34 closed out, a net change of +2 holders.
- The largest Surgery Partners buyer in Q4 2024 was Janus Henderson Group, an estimated $159M added.
- The largest Surgery Partners seller in Q4 2024 was Wellington Management Group, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2024.