Surgery Partners (SGRY) Institutional Ownership

$24.07
-0.77 (-3.10%)
(As of 10:34 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$381.98M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$375.65M
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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
4/25/2024WCM Investment Management LLC508,488$15.17M0.0%+0.5%0.402%
4/23/2024 Wesbanco Bank Inc.25,663$766K0.0%N/A0.020%
4/17/2024 Cannon Global Investment Management LLC20,600$614K1.6%N/A0.016%
4/5/2024 Los Angeles Capital Management LLC21,124$630K0.0%+21.4%0.017%
3/11/2024Vanguard Group Inc.7,417,609$237.29M0.0%+10.4%5.859%
3/5/2024Wellington Management Group LLP8,318,176$266.10M0.0%+3.7%6.570%
3/1/2024Goldman Sachs Group Inc.1,012,774$32.40M0.0%-18.6%0.800%
2/14/2024Iron Triangle Partners LP1,044,530$33.42M4.3%N/A0.826%
2/14/2024Avidity Partners Management LP1,165,932$37.30M1.4%-12.9%0.922%
2/13/2024Bain Capital Investors LLC49,946,972$1.60B34.6%-14.3%39.487%
2/12/2024Eagle Asset Management Inc.186,172$5.96M0.0%-4.9%0.147%
2/12/2024Capstone Investment Advisors LLC6,600$211K0.0%N/A0.005%
2/12/2024TD Asset Management Inc158,672$5.08M0.0%-23.7%0.125%
2/12/2024Hsbc Holdings PLC22,453$710K0.0%+81.2%0.018%
2/9/2024Aigen Investment Management LP7,923$253K0.0%-60.1%0.006%
2/9/2024Trexquant Investment LP10,692$342K0.0%N/A0.008%
2/9/2024Clearbridge Investments LLC5,525,671$176.77M0.2%+4.7%4.368%
2/9/2024Norges Bank805,396$25.77M0.0%N/A0.637%
2/8/2024First Eagle Investment Management LLC291,374$9.32M0.0%+47.8%0.230%
2/8/2024Inceptionr LLC6,495$208K0.1%N/A0.005%
2/8/2024Thornburg Investment Management Inc.95,371$3.05M0.0%+9.0%0.075%
2/7/2024Dimensional Fund Advisors LP1,840,212$58.87M0.0%+8.8%1.455%
2/7/2024BNP Paribas Financial Markets315,083$10.08M0.0%+54.1%0.249%
2/7/2024Mesirow Institutional Investment Management Inc.3,388$108K0.0%+12.4%0.003%
2/6/2024Charles Schwab Investment Management Inc.609,874$19.51M0.0%+13.0%0.482%
2/6/2024MeadowBrook Investment Advisors LLC10,130$324K0.3%N/A0.008%
2/6/2024 Los Angeles Capital Management LLC17,404$557K0.0%+90.3%0.014%
2/6/2024Natixis Advisors L.P.11,735$375K0.0%+8.6%0.009%
2/6/2024Swiss National Bank137,100$4.39M0.0%-10.3%0.108%
2/5/2024Victory Capital Management Inc.565,032$18.08M0.0%+0.2%0.447%
2/5/2024Cannell & Co.8,300$266K0.0%-90.2%0.007%
2/5/2024Sivik Global Healthcare LLC200,000$6.40M2.7%+14.3%0.158%
2/2/2024Headlands Technologies LLC4,531$145K0.0%N/A0.004%
2/2/2024State of New Jersey Common Pension Fund D78,130$2.50M0.0%+13.2%0.062%
2/1/2024Wolverine Asset Management LLC7,713$247K0.0%-55.3%0.006%
2/1/2024New York State Common Retirement Fund30,679$981K0.0%+12.7%0.024%
2/1/2024Handelsbanken Fonder AB11,300$361K0.0%+43.0%0.009%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 15,380$492K0.0%+46.4%0.012%
1/30/2024Strs Ohio1,600$51K0.0%N/A0.001%
1/29/2024WCM Investment Management LLC505,836$16.27M0.0%+8.5%0.400%
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1/24/2024Mirae Asset Global Investments Co. Ltd.34,139$1.09M0.0%+13.1%0.027%
1/24/2024 International Assets Investment Management LLC7,998$250K0.0%+2,331.0%0.006%
1/24/2024Arizona State Retirement System19,450$622K0.0%-1.8%0.015%
1/19/2024Redwood Investments LLC114,363$3.66M1.0%-67.0%0.090%
1/16/2024 Raymond James & Associates47,688$1.53M0.0%-22.1%0.038%
1/12/2024SG Americas Securities LLC19,521$624K0.0%-56.3%0.015%
12/18/2023Vanguard Group Inc.6,718,764$196.52M0.0%-0.9%5.312%
12/6/2023Citigroup Inc.1,075$31K0.0%-95.3%0.001%
12/1/2023Dimension Capital Management LLC167,098$4.89M1.1%+3.6%0.132%
12/1/2023Wellington Management Group LLP8,022,700$234.66M0.0%+23.2%6.343%
11/30/2023American Century Companies Inc.888,171$25.98M0.0%+5.7%0.702%
11/16/2023Tudor Investment Corp Et Al167,432$4.90M0.0%+92.2%0.132%
11/15/2023Kennedy Capital Management LLC306,029$8.95M0.2%+70.9%0.242%
11/15/2023Ardsley Advisory Partners LP150,000$4.39M1.0%-6.3%0.119%
11/14/2023Deerfield Management Company L.P. Series C1,460,000$42.71M0.9%N/A1.154%
11/14/2023Avidity Partners Management LP1,338,000$39.14M1.6%-14.0%1.058%
11/14/2023Clough Capital Partners L P137,903$4.03M0.4%-31.7%0.109%
11/13/2023Connor Clark & Lunn Investment Management Ltd.40,295$1.18M0.0%N/A0.032%
11/13/2023Eagle Asset Management Inc.195,709$5.72M0.0%+10.5%0.155%
11/13/2023Northern Trust Corp684,239$20.01M0.0%-0.3%0.541%
11/13/2023Clearbridge Investments LLC5,277,909$154.38M0.1%+0.8%4.173%
11/13/2023Dark Forest Capital Management LP33,999$994K0.1%+51.2%0.027%
11/13/2023Hsbc Holdings PLC12,390$361K0.0%N/A0.010%
11/13/2023PAX Financial Group LLC15,609$457K0.1%N/A0.012%
11/13/2023Aigen Investment Management LP19,878$581K0.1%N/A0.016%
11/13/2023Mirabella Financial Services LLP8,260$242K0.0%N/A0.007%
11/13/2023Invesco Ltd.3,604,357$105.43M0.0%+9.3%2.850%
11/13/2023WINTON GROUP Ltd8,001$234K0.0%+76.0%0.006%
11/13/2023Wolverine Asset Management LLC17,268$505K0.0%-12.0%0.014%
11/13/2023FMR LLC18,974,832$555.01M0.0%+0.1%15.001%
11/13/2023 DekaBank Deutsche Girozentrale1,348$39K0.0%N/A0.001%
11/9/2023Rhumbline Advisers95,936$2.81M0.0%+6.2%0.076%
11/9/2023Deutsche Bank AG72,810$2.13M0.0%+18.6%0.058%
11/8/2023State of New Jersey Common Pension Fund D69,016$2.02M0.0%+8.0%0.055%
11/8/2023Charles Schwab Investment Management Inc.539,473$15.78M0.0%+4.8%0.426%
11/8/2023First Eagle Investment Management LLC197,131$5.77M0.0%+69.7%0.156%
11/8/2023Swiss National Bank152,900$4.47M0.0%+1.3%0.121%
11/8/2023 Amalgamated Bank9,948$291K0.0%+7.6%0.008%
11/8/2023Premier Fund Managers Ltd13,961$409K0.0%-37.9%0.011%
11/7/2023Quantbot Technologies LP39,918$1.17M0.1%N/A0.032%
11/7/2023New York State Common Retirement Fund27,211$796K0.0%-69.5%0.022%
11/7/2023Barclays PLC289,663$8.47M0.0%+204.9%0.229%
11/7/2023Jump Financial LLC16,229$475K0.0%+162.4%0.013%
11/6/2023 Assenagon Asset Management S.A.32,657$955K0.0%+132.9%0.026%
11/6/2023Victory Capital Management Inc.564,080$16.50M0.0%-2.7%0.446%
11/4/2023Signaturefd LLC1,900$56K0.0%N/A0.002%
11/2/2023Principal Financial Group Inc.7,340$215K0.0%-6.8%0.006%
11/2/2023Nisa Investment Advisors LLC2,945$86K0.0%+69.7%0.002%
10/27/2023 Allspring Global Investments Holdings LLC187,788$5.49M0.0%+26,274.7%0.148%
10/27/2023TD Asset Management Inc207,982$6.08M0.0%+109.9%0.164%
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10/26/2023Inspire Investing LLC18,103$530K0.1%+160.3%0.014%
10/26/2023Inspire Advisors LLC17,046$499K0.1%N/A0.013%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank10,506$307K0.0%+15.2%0.008%
10/24/2023Bank of New York Mellon Corp317,983$9.30M0.0%+6.3%0.251%
10/24/2023Redwood Investments LLC346,788$10.14M1.4%+218.7%0.274%
10/24/2023 Raymond James & Associates61,188$1.79M0.0%+1.2%0.048%
10/13/2023SG Americas Securities LLC44,682$1.31M0.0%N/A0.035%
10/10/2023WCM Investment Management LLC466,380$13.60M0.0%+11.7%0.369%
9/21/2023Barclays PLC95,005$4.28M0.0%+82.8%0.075%
8/24/2023Alberta Investment Management Corp45,388$2.04M0.0%N/A0.036%
(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, 150 institutional investors and hedge funds held shares of Surgery Partners. The most heavily invested institutionals were Bain Capital Investors LLC ($1.60B), FMR LLC ($555.01M), Wellington Management Group LLP ($266.10M), Durable Capital Partners LP ($241.74M), Vanguard Group Inc. ($237.29M), Clearbridge Investments LLC ($176.77M), and Invesco Ltd. ($105.43M).Learn more on SGRY's institutional investors.

Which institutional investors have been buying Surgery Partners stock?

Of the 133 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: Avidity Partners Management LP ($2.84M), FMR LLC ($2.14M), Wellington Management Group LLP ($1.96M), Clearbridge Investments LLC ($1.72M), Deerfield Management Company L.P. Series C ($1.46M), Iron Triangle Partners LP ($1.04M), and Norges Bank ($805.40K).

How much institutional buying is happening at Surgery Partners?

Institutional investors have bought a total of 22,038,726 shares in the last 24 months. This purchase volume represents approximately $685.03M in transactions.

Which Surgery Partners major shareholders have been selling company stock?

Of the 59 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), Victory Capital Management Inc. ($991.25K), Federated Hermes Inc. ($884.78K), Cannell & Co. ($806.62K), Point72 Asset Management L.P. ($391.15K), Avidity Partners Management LP ($389.07K), and Clearbridge Investments LLC ($328.46K).

How much institutional selling is happening at Surgery Partners?

Institutional investors have sold a total of 14,508,672 shares in the last 24 months. This volume of shares sold represents approximately $462.03M in transactions.


This page (NASDAQ:SGRY) was last updated on 4/26/2024 by MarketBeat.com Staff

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