We are live on ! Find out more
SGRY icon

Surgery Partners

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26%122.97% (+1.7%)

1% more funds holding

Funds holding: 180182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$595M
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$161M +$34.5K +2,401 +0%
PCM
3
Pentwater Capital Management
Florida
$151M +$38.1M +2,655,000 +27%
KSCM
4
King Street Capital Management
New York
$122M
UBS Group
5
UBS Group
Switzerland
$121M +$34.3M +2,387,807 +31%
BlackRock
6
BlackRock
New York
$67.5M -$434K -30,243 -0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$63.1M +$5.6M +389,831 +8%
ClearBridge Investments
8
ClearBridge Investments
New York
$49.1M -$1.58M -110,395 -3%
VPM
9
Vanguard Portfolio Management
Pennsylvania
$43.3M +$52.1M +3,628,431 New
VCM
10
Vanguard Capital Management
Pennsylvania
$40.9M +$49.2M +3,430,795 New
DKCM
11
Davidson Kempner Capital Management
New York
$39.8M +$13.9M +965,000 +41%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$26.1M -$62.9M -4,383,551 -67%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.9M +$846K +58,925 +3%
State Street
14
State Street
Massachusetts
$23.3M +$1.16M +80,901 +4%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$23.2M +$21.2M +1,475,397 +311%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$22.6M -$228K -15,909 -0.8%
GCM
17
Glenview Capital Management
New York
$21.5M -$29.5M -2,058,088 -53%
UBS AM
18
UBS AM
Illinois
$18.9M +$7.02M +488,822 +44%
Goldman Sachs
19
Goldman Sachs
New York
$15.3M -$9.75M -679,134 -35%
Bank of America
20
Bank of America
North Carolina
$14.8M +$8.81M +613,505 +98%
Charles Schwab
21
Charles Schwab
California
$13.2M +$1.67M +116,602 +12%
LP
22
LMR Partners
United Kingdom
$13.1M +$10.6M +739,685 +205%
SCPM
23
Sea Cliff Partners Management
California
$12.4M +$5.26M +366,448 +54%
Morgan Stanley
24
Morgan Stanley
New York
$12.1M -$1.85M -128,626 -11%
Man Group
25
Man Group
United Kingdom
$11.3M +$8.87M +617,725 +188%