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Surgery Partners (SGRY) Institutional Ownership

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$23.20 -0.40 (-1.69%)
As of 05/20/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Surgery Partners (NASDAQ:SGRY)

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$819.24M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$333.53M
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SGRY Institutional Buying and Selling by Quarter

Surgery Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Bayforest Capital Ltd42,803$1.02M0.4%N/A0.033%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC511,806$12.16M0.0%-7.8%0.399%
5/16/2025 Woodline Partners LP525,400$12.48M0.1%N/A0.410%
5/16/2025 Empowered Funds LLC12,853$305K0.0%+11.0%0.010%
5/16/2025 Caxton Associates LLP183,183$4.35M0.2%N/A0.143%
5/16/2025 Redwood Investments LLC75,760$1.80M0.7%-1.5%0.059%
5/16/2025 Goldman Sachs Group Inc.700,180$16.63M0.0%-46.6%0.546%
5/16/2025 Twin Securities Inc.330,273$7.84M4.1%N/A0.258%
5/16/2025 Pentwater Capital Management LP2,742,000$65.12M0.5%+545.2%2.139%
5/16/2025 Millennium Management LLC202,274$4.80M0.0%-1,253.7%0.158%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.45,693$1.09M0.0%+4.6%0.036%
5/16/2025 Ardsley Advisory Partners LP250,000$5.94M1.1%-7.5%0.195%
5/16/2025 ADAR1 Capital Management LLC40,000$950K0.2%N/A0.031%
5/15/2025 TIG Advisors LLC1,974,838$46.90M2.9%N/A1.541%
5/15/2025 Hein Park Capital Management LP1,371,702$32.58M14.9%+20.4%1.070%
5/15/2025 Royal Bank of Canada54,313$1.29M0.0%-47.3%0.042%
5/15/2025 Eisler Capital Management Ltd.51,977$1.24M0.0%N/A0.041%
5/14/2025 GABELLI & Co INVESTMENT ADVISERS INC.77,850$1.85M0.3%N/A0.061%
5/14/2025 Gabelli Funds LLC144,945$3.44M0.0%N/A0.113%
5/14/2025 Corebridge Financial Inc.37,624$894K0.0%-1.5%0.029%
5/14/2025 MetLife Investment Management LLC383,642$9.11M0.0%+715.8%0.299%
5/14/2025 Walleye Capital LLC145,508$3.46M0.0%-64.4%0.114%
5/14/2025 Jump Financial LLC15,300$363K0.0%N/A0.012%
5/14/2025 Groupe la Francaise146,999$3.49M0.1%N/A0.115%
5/14/2025 AlphaQuest LLC1,058$25K0.0%+112.0%0.001%
5/14/2025 Hsbc Holdings PLC12,385$295K0.0%-54.4%0.010%
5/14/2025 Wellington Management Group LLP7,091,756$168.43M0.0%+19.7%5.532%
5/13/2025 Northern Trust Corp739,815$17.57M0.0%-2.9%0.577%
5/13/2025 Summit Securities Group LLC1,318$31K0.0%N/A0.001%
5/13/2025 Raymond James Financial Inc.597,162$14.18M0.0%+24.8%0.466%
5/13/2025 Russell Investments Group Ltd.21,257$505K0.0%+241.0%0.017%
5/12/2025 Nuveen LLC315,630$7.50M0.0%N/A0.246%
5/12/2025 Invesco Ltd.1,567,684$37.23M0.0%-27.5%1.223%
5/12/2025 Covestor Ltd13,005$309K0.2%+490.6%0.010%
5/12/2025 Wolverine Asset Management LLC66,529$1.58M0.0%+186.8%0.052%
5/12/2025 Swiss National Bank135,500$3.22M0.0%-1.2%0.106%
5/9/2025 Headlands Technologies LLC8,203$195K0.0%-61.0%0.006%
5/9/2025 Deutsche Bank AG60,556$1.44M0.0%-37.3%0.047%
5/9/2025 Charles Schwab Investment Management Inc.890,816$21.16M0.0%+6.8%0.695%
5/9/2025 Vanguard Group Inc.7,166,713$170.21M0.0%-5.9%5.591%
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5/9/2025 PNC Financial Services Group Inc.1,169$28K0.0%+86.4%0.001%
5/8/2025 Alpine Associates Management Inc.570,075$13.54M0.7%N/A0.445%
5/8/2025 Natixis Advisors LLC12,281$292K0.0%N/A0.010%
5/8/2025 Modera Wealth Management LLC10,257$244K0.0%N/A0.008%
5/8/2025 Bayforest Capital Ltd42,803$1.02M0.5%N/A0.033%
5/8/2025 XTX Topco Ltd20,151$479K0.0%N/A0.016%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 21,158$503K0.0%-9.4%0.017%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH84,090$2.00M0.0%N/A0.066%
5/5/2025 Allianz Asset Management GmbH17,700$420K0.0%N/A0.014%
5/2/2025 Segall Bryant & Hamill LLC148,433$3.53M0.1%-50.4%0.116%
5/2/2025 Victory Capital Management Inc.870,670$20.68M0.0%-29.9%0.682%
4/30/2025 DekaBank Deutsche Girozentrale2,723$65K0.0%N/A0.002%
4/29/2025 Envestnet Asset Management Inc.30,479$724K0.0%-6.8%0.024%
4/29/2025 Bank of New York Mellon Corp341,702$8.12M0.0%+0.3%0.268%
4/28/2025 Principal Financial Group Inc.54,266$1.29M0.0%+9.5%0.043%
4/28/2025 Teacher Retirement System of Texas18,817$447K0.0%N/A0.015%
4/28/2025 CIBRA Capital Ltd57,117$1.36M0.5%N/A0.045%
4/28/2025 WCM Investment Management LLC509,413$12.20M0.0%-0.5%0.399%
4/22/2025 Sivik Global Healthcare LLC125,000$2.97M1.6%-37.5%0.098%
4/11/2025 E. Ohman J or Asset Management AB1,085,959$25.79M0.7%-12.6%0.851%
4/8/2025 Rhumbline Advisers117,627$2.79M0.0%-3.5%0.092%
4/7/2025 GAMMA Investing LLC8,883$211K0.0%+7,902.7%0.007%
3/18/2025 California State Teachers Retirement System65,864$1.39M0.0%-1.1%0.052%
2/20/2025 Mackenzie Financial Corp21,974$465K0.0%+2.8%0.017%
2/18/2025 MidWestOne Financial Group Inc.27,984$592K0.1%-61.9%0.022%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC555,154$11.75M0.0%-4.0%0.437%
2/17/2025 Two Sigma Investments LP43,338$917K0.0%+93.6%0.034%
2/17/2025 Troluce Capital Advisors LLC409,154$8.66M0.3%N/A0.322%
2/17/2025 State of Wyoming4,002$85K0.0%+94.4%0.003%
2/17/2025 Thornburg Investment Management Inc.89,687$1.90M0.0%-1.5%0.071%
2/17/2025 Silvercrest Asset Management Group LLC998,505$21.14M0.1%+44.9%0.786%
2/17/2025 Point72 Asia Singapore Pte. Ltd.4,296$91K0.0%+12.1%0.003%
2/17/2025 Redwood Investments LLC76,882$1.63M0.4%-2.1%0.060%
2/17/2025 Point72 Asset Management L.P.1,746,554$36.98M0.1%+224.7%1.374%
2/17/2025 ProShare Advisors LLC21,629$458K0.0%+49.0%0.017%
2/17/2025Nuveen Asset Management LLC563,554$11.93M0.0%-18.0%0.443%
2/17/2025 Maven Securities LTD25,000$529K0.0%N/A0.020%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.43,678$925K0.0%+3.9%0.034%
2/17/2025 LMR Partners LLP101,800$2.16M0.0%N/A0.080%
2/17/2025 Janus Henderson Group PLC11,554,845$244.62M0.1%+110.2%9.090%
2/17/2025 King Street Capital Management L.P.2,800,000$59.28M9.0%+93.1%2.203%
2/17/2025 Hudson Bay Capital Management LP555,767$11.77M0.0%+954.2%0.437%
2/17/2025 Deutsche Bank AG96,512$2.04M0.0%+20.4%0.076%
2/17/2025 Dimension Capital Management LLC422,476$8.94M1.4%+144.8%0.332%
2/17/2025 Cubist Systematic Strategies LLC45,677$967K0.0%N/A0.036%
2/17/2025 Centiva Capital LP102,150$2.16M0.0%+171.7%0.080%
2/17/2025 Bridgefront Capital LLC16,777$355K0.1%N/A0.013%
2/17/2025 Avidity Partners Management LP514,200$10.89M1.1%-37.8%0.405%
2/17/2025 Bank of America Corp DE220,276$4.66M0.0%-60.3%0.173%
2/17/2025 BNP Paribas Financial Markets257,213$5.45M0.0%+1,448.0%0.202%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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2/17/2025 Ameriprise Financial Inc.26,570$562K0.0%-97.7%0.021%
2/17/2025 Ardsley Advisory Partners LP270,200$5.72M0.9%+6.0%0.213%
2/14/2025 Freestone Grove Partners LP79,211$1.68M0.0%N/A0.062%
2/14/2025 Pentwater Capital Management LP425,000$9.00M0.1%N/A0.334%
2/14/2025 Northern Trust Corp761,790$16.13M0.0%+2.1%0.599%
2/14/2025 The Manufacturers Life Insurance Company43,902$929K0.0%-1.6%0.035%
2/14/2025 Tudor Investment Corp ET AL34,954$740K0.0%N/A0.027%
2/14/2025 Boothbay Fund Management LLC68,442$1.45M0.0%N/A0.054%
2/14/2025 Voya Investment Management LLC127,707$2.70M0.0%+411.9%0.100%
2/14/2025 Price T Rowe Associates Inc. MD66,144$1.40M0.0%+8.8%0.052%
(Data available from 1/1/2016 forward)

SGRY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGRY shares?

During the previous two years, 202 institutional investors and hedge funds held shares of Surgery Partners. The most heavily invested institutionals were Bain Capital Investors LLC ($1.60B), FMR LLC ($344.69M), Janus Henderson Group PLC ($244.62M), Durable Capital Partners LP ($241.74M), Vanguard Group Inc. ($170.21M), Wellington Management Group LLP ($168.43M), and Deerfield Management Company L.P. Series C ($111.99M).Learn more on SGRY's institutional investors.

Which institutional investors have been buying Surgery Partners stock?

Of the 177 institutional investors that purchased Surgery Partners stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janus Henderson Group PLC ($9.72M), Deerfield Management Company L.P. Series C ($2.98M), Wellington Management Group LLP ($2.97M), King Street Capital Management L.P. ($2.80M), Pentwater Capital Management LP ($2.74M), Point72 Asset Management L.P. ($2.44M), and TIG Advisors LLC ($1.97M).

How much institutional buying is happening at Surgery Partners?

Institutional investors have bought a total of 47,626,998 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which Surgery Partners major shareholders have been selling company stock?

Of the 85 institutional investors that sold Surgery Partners stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bain Capital Investors LLC ($8.30M), Wellington Management Group LLP ($4.54M), FMR LLC ($2.03M), Invesco Ltd. ($1.20M), Ameriprise Financial Inc. ($1.13M), Goldman Sachs Group Inc. ($842.19K), and Victory Capital Management Inc. ($767.91K).

How much institutional selling is happening at Surgery Partners?

Institutional investors have sold a total of 25,124,656 shares in the last 24 months. This volume of shares sold represents approximately $685.70M in transactions.



This page (NASDAQ:SGRY) was last updated on 5/21/2025 by MarketBeat.com Staff
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