Surgery Partners (SGRY) Institutional Ownership

$32.02

+1.27 (+4.13%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 90
Total Institutional Inflows (last 12 months): $423.09M

Number of Institutional Sellers (last 12 months): 37
Total Institutional Outflows (last 12 months): $350.63M

Get SGRY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Surgery Partners stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SGRY Institutional Buying and Selling by Quarter

Ad Crypto 101 Media

Next opportunity for crypto millions

The Bitcoin halving is the #1 creator of "crypto millionaires". That's because historically, every halving has led to a massive bull run in the year after it happens. That means we're in the "golden window" right now…

Check out the new "Crypto Bull Run Millionaire Blueprint" now!

Surgery Partners Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	347,485	$8.27M	0.0%	+12.4%	0.273%
7/25/2024	Tranquility Partners LLC	61,892	$1.47M	0.6%	+7.3%	0.049%
7/23/2024	MeadowBrook Investment Advisors LLC	12,320	$293K	0.2%	+15.9%	0.010%
7/19/2024	Raymond James & Associates	68,872	$1.64M	0.0%	+6.8%	0.054%
7/12/2024	SG Americas Securities LLC	17,276	$411K	0.0%	+190.0%	0.014%
7/11/2024	Wesbanco Bank Inc.	39,363	$936K	0.0%	+53.4%	0.031%
Get the Latest News and Ratings for SGRY and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Surgery Partners and its competitors with MarketBeat's FREE daily newsletter.
7/9/2024	Harbor Capital Advisors Inc.	46,414	$1.10M	0.1%	-1.1%	0.037%
6/4/2024	DekaBank Deutsche Girozentrale	2,723	$80K	0.0%	+102.0%	0.002%
5/16/2024	California State Teachers Retirement System	70,236	$2.10M	0.0%	-5.6%	0.055%
5/16/2024	Janus Henderson Group PLC	2,504,248	$74.70M	0.0%	+7,987.1%	1.970%
5/15/2024	Bamco Inc. NY	90,000	$2.69M	0.0%	+100.0%	0.071%
5/15/2024	Price T Rowe Associates Inc. MD	1,028,656	$30.69M	0.0%	-7.1%	0.809%
5/15/2024	Magnetar Financial LLC	165,466	$4.94M	0.1%	+511.7%	0.130%
5/14/2024	EntryPoint Capital LLC	6,399	$191K	0.2%	+257.1%	0.005%
5/13/2024	Thornburg Investment Management Inc.	93,077	$2.78M	0.0%	-2.4%	0.073%
5/13/2024	Clearbridge Investments LLC	5,512,523	$164.44M	0.1%	-0.2%	4.337%
5/10/2024	Vanguard Group Inc.	7,479,009	$223.10M	0.0%	+0.8%	5.884%
5/9/2024	First Eagle Investment Management LLC	339,474	$10.13M	0.0%	+16.5%	0.267%
5/9/2024	State Board of Administration of Florida Retirement System	10,533	$314K	0.0%	-45.3%	0.008%
5/8/2024	ProShare Advisors LLC	13,588	$405K	0.0%	+7.8%	0.011%
5/8/2024	Headlands Technologies LLC	903	$27K	0.0%	-80.1%	0.001%
5/7/2024	SG Americas Securities LLC	5,958	$178K	0.0%	-69.5%	0.005%
5/1/2024	Capstone Investment Advisors LLC	9,151	$273K	0.0%	+38.7%	0.007%
5/1/2024	BNP Paribas Financial Markets	421,137	$12.56M	0.0%	+33.7%	0.331%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	22,302	$699K	0.0%	-34.7%	0.018%
4/29/2024	Principal Financial Group Inc.	10,073	$300K	0.0%	+16.3%	0.008%
4/25/2024	WCM Investment Management LLC	508,488	$15.17M	0.0%	+0.5%	0.402%
4/23/2024	Wesbanco Bank Inc.	25,663	$766K	0.0%	N/A	0.020%
4/17/2024	Cannon Global Investment Management LLC	20,600	$614K	1.6%	N/A	0.016%
4/5/2024	Los Angeles Capital Management LLC	21,124	$630K	0.0%	+21.4%	0.017%
3/11/2024	Vanguard Group Inc.	7,417,609	$237.29M	0.0%	+10.4%	5.859%
3/5/2024	Wellington Management Group LLP	8,318,176	$266.10M	0.0%	+3.7%	6.570%
3/1/2024	Goldman Sachs Group Inc.	1,012,774	$32.40M	0.0%	-18.6%	0.800%
2/14/2024	Iron Triangle Partners LP	1,044,530	$33.42M	4.3%	N/A	0.826%
2/14/2024	Avidity Partners Management LP	1,165,932	$37.30M	1.4%	-12.9%	0.922%
2/13/2024	Bain Capital Investors LLC	49,946,972	$1.60B	34.6%	-14.3%	39.487%
2/12/2024	Eagle Asset Management Inc.	186,172	$5.96M	0.0%	-4.9%	0.147%
2/12/2024	Capstone Investment Advisors LLC	6,600	$211K	0.0%	N/A	0.005%
2/12/2024	TD Asset Management Inc	158,672	$5.08M	0.0%	-23.7%	0.125%
2/12/2024	Hsbc Holdings PLC	22,453	$710K	0.0%	+81.2%	0.018%
We just added a $300 account credit to your MarketBeat subscription (Ad) MarketBeat All Access is our complete suite of portfolio monitoring software, research tools, stock screeners, proprietary reports, and more. Upgrade today and get $300 off your 2024-2025 subscription. Free for 30 days. Start Your Risk-Free Trial Here
2/9/2024	Aigen Investment Management LP	7,923	$253K	0.0%	-60.1%	0.006%
2/9/2024	Trexquant Investment LP	10,692	$342K	0.0%	N/A	0.008%
2/9/2024	Clearbridge Investments LLC	5,525,671	$176.77M	0.2%	+4.7%	4.368%
2/9/2024	Norges Bank	805,396	$25.77M	0.0%	N/A	0.637%
2/8/2024	First Eagle Investment Management LLC	291,374	$9.32M	0.0%	+47.8%	0.230%
2/8/2024	Inceptionr LLC	6,495	$208K	0.1%	N/A	0.005%
2/8/2024	Thornburg Investment Management Inc.	95,371	$3.05M	0.0%	+9.0%	0.075%
2/7/2024	Dimensional Fund Advisors LP	1,840,212	$58.87M	0.0%	+8.8%	1.455%
2/7/2024	BNP Paribas Financial Markets	315,083	$10.08M	0.0%	+54.1%	0.249%
2/7/2024	Mesirow Institutional Investment Management Inc.	3,388	$108K	0.0%	+12.4%	0.003%
2/6/2024	Charles Schwab Investment Management Inc.	609,874	$19.51M	0.0%	+13.0%	0.482%
2/6/2024	MeadowBrook Investment Advisors LLC	10,130	$324K	0.3%	N/A	0.008%
2/6/2024	Los Angeles Capital Management LLC	17,404	$557K	0.0%	+90.3%	0.014%
2/6/2024	Natixis Advisors L.P.	11,735	$375K	0.0%	+8.6%	0.009%
2/6/2024	Swiss National Bank	137,100	$4.39M	0.0%	-10.3%	0.108%
2/5/2024	Victory Capital Management Inc.	565,032	$18.08M	0.0%	+0.2%	0.447%
2/5/2024	Cannell & Co.	8,300	$266K	0.0%	-90.2%	0.007%
2/5/2024	Sivik Global Healthcare LLC	200,000	$6.40M	2.7%	+14.3%	0.158%
2/2/2024	Headlands Technologies LLC	4,531	$145K	0.0%	N/A	0.004%
2/2/2024	State of New Jersey Common Pension Fund D	78,130	$2.50M	0.0%	+13.2%	0.062%
2/1/2024	Wolverine Asset Management LLC	7,713	$247K	0.0%	-55.3%	0.006%
2/1/2024	New York State Common Retirement Fund	30,679	$981K	0.0%	+12.7%	0.024%
2/1/2024	Handelsbanken Fonder AB	11,300	$361K	0.0%	+43.0%	0.009%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	15,380	$492K	0.0%	+46.4%	0.012%
1/30/2024	Strs Ohio	1,600	$51K	0.0%	N/A	0.001%
1/29/2024	WCM Investment Management LLC	505,836	$16.27M	0.0%	+8.5%	0.400%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	34,139	$1.09M	0.0%	+13.1%	0.027%
1/24/2024	International Assets Investment Management LLC	7,998	$250K	0.0%	+2,331.0%	0.006%
1/24/2024	Arizona State Retirement System	19,450	$622K	0.0%	-1.8%	0.015%
1/19/2024	Redwood Investments LLC	114,363	$3.66M	1.0%	-67.0%	0.090%
1/16/2024	Raymond James & Associates	47,688	$1.53M	0.0%	-22.1%	0.038%
1/12/2024	SG Americas Securities LLC	19,521	$624K	0.0%	-56.3%	0.015%
12/18/2023	Vanguard Group Inc.	6,718,764	$196.52M	0.0%	-0.9%	5.312%
12/6/2023	Citigroup Inc.	1,075	$31K	0.0%	-95.3%	0.001%
12/1/2023	Dimension Capital Management LLC	167,098	$4.89M	1.1%	+3.6%	0.132%
12/1/2023	Wellington Management Group LLP	8,022,700	$234.66M	0.0%	+23.2%	6.343%
11/30/2023	American Century Companies Inc.	888,171	$25.98M	0.0%	+5.7%	0.702%
11/16/2023	Tudor Investment Corp Et Al	167,432	$4.90M	0.0%	+92.2%	0.132%
11/15/2023	Kennedy Capital Management LLC	306,029	$8.95M	0.2%	+70.9%	0.242%
11/15/2023	Ardsley Advisory Partners LP	150,000	$4.39M	1.0%	-6.3%	0.119%
11/14/2023	Deerfield Management Company L.P. Series C	1,460,000	$42.71M	0.9%	N/A	1.154%
11/14/2023	Avidity Partners Management LP	1,338,000	$39.14M	1.6%	-14.0%	1.058%
11/14/2023	Clough Capital Partners L P	137,903	$4.03M	0.4%	-31.7%	0.109%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	40,295	$1.18M	0.0%	N/A	0.032%
11/13/2023	Eagle Asset Management Inc.	195,709	$5.72M	0.0%	+10.5%	0.155%
11/13/2023	Northern Trust Corp	684,239	$20.01M	0.0%	-0.3%	0.541%
11/13/2023	Clearbridge Investments LLC	5,277,909	$154.38M	0.1%	+0.8%	4.173%
11/13/2023	Dark Forest Capital Management LP	33,999	$994K	0.1%	+51.2%	0.027%
11/13/2023	Hsbc Holdings PLC	12,390	$361K	0.0%	N/A	0.010%
11/13/2023	PAX Financial Group LLC	15,609	$457K	0.1%	N/A	0.012%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
11/13/2023	Aigen Investment Management LP	19,878	$581K	0.1%	N/A	0.016%
11/13/2023	Mirabella Financial Services LLP	8,260	$242K	0.0%	N/A	0.007%
11/13/2023	Invesco Ltd.	3,604,357	$105.43M	0.0%	+9.3%	2.850%
11/13/2023	WINTON GROUP Ltd	8,001	$234K	0.0%	+76.0%	0.006%
11/13/2023	Wolverine Asset Management LLC	17,268	$505K	0.0%	-12.0%	0.014%
11/13/2023	FMR LLC	18,974,832	$555.01M	0.0%	+0.1%	15.001%
11/13/2023	DekaBank Deutsche Girozentrale	1,348	$39K	0.0%	N/A	0.001%
11/9/2023	Rhumbline Advisers	95,936	$2.81M	0.0%	+6.2%	0.076%
11/9/2023	Deutsche Bank AG	72,810	$2.13M	0.0%	+18.6%	0.058%
11/8/2023	State of New Jersey Common Pension Fund D	69,016	$2.02M	0.0%	+8.0%	0.055%

(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, 149 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. ($223.10M), Clearbridge Investments LLC ($164.44M), and Invesco Ltd. ($105.43M).Learn more on SGRY's institutional investors.
Which institutional investors have been buying Surgery Partners stock?: Of the 130 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), Janus Henderson Group PLC ($2.47M), FMR LLC ($2.14M), Wellington Management Group LLP ($1.96M), Clearbridge Investments LLC ($1.72M), Deerfield Management Company L.P. Series C ($1.46M), and Iron Triangle Partners LP ($1.04M).
How much institutional buying is happening at Surgery Partners?: Institutional investors have bought a total of 24,384,091 shares in the last 24 months. This purchase volume represents approximately $739.89M in transactions.

Which Surgery Partners major shareholders have been selling company stock?: Of the 62 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. ($959.40K), 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 ($341.60K).
How much institutional selling is happening at Surgery Partners?: Institutional investors have sold a total of 14,574,895 shares in the last 24 months. This volume of shares sold represents approximately $462.70M in transactions.