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Surgery Partners (SGRY) Institutional Ownership

Surgery Partners logo
$20.19 +0.19 (+0.95%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Surgery Partners (NASDAQ:SGRY)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$477.16M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$359.63M
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SGRY Institutional Buying and Selling by Quarter

Surgery Partners Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/10/2025 Harbor Capital Advisors Inc.67,443$1.43M0.1%+25.2%0.053%
12/26/2024JPMorgan Chase & Co.189,436$6.11M0.0%+3.0%0.149%
12/19/2024Principal Financial Group Inc.45,552$1.47M0.0%N/A0.036%
11/27/2024Franklin Resources Inc.21,324$677K0.0%+19.5%0.017%
11/25/2024Sanctuary Advisors LLC19,427$626K0.0%N/A0.015%
11/18/2024King Street Capital Management L.P.1,450,000$46.75M30.8%N/A1.141%
11/16/2024Geode Capital Management LLC1,864,346$60.12M0.0%+2.4%1.467%
11/15/2024MidWestOne Financial Group Inc.73,502$2.37M0.3%+3.8%0.058%
11/15/2024Barclays PLC129,133$4.16M0.0%-62.1%0.102%
11/15/2024Pier Capital LLC329,882$10.64M1.5%+0.5%0.260%
11/15/2024Zacks Investment Management10,095$325K0.0%-14.1%0.008%
11/15/2024Wellington Management Group LLP9,846,001$317.44M0.1%-5.9%7.746%
11/15/2024State Street Corp1,799,054$58.00M0.0%-0.6%1.415%
11/15/2024Quarry LP847$27K0.0%-72.5%0.001%
11/15/2024Point72 Asset Management L.P.537,915$17.34M0.0%-56.3%0.423%
11/15/2024NFJ Investment Group LLC52,368$1.69M0.0%N/A0.041%
11/15/2024Janus Henderson Group PLC5,497,368$177.24M0.1%+27.5%4.325%
11/15/2024Harvest Management LLC14,100$455K0.2%N/A0.011%
11/15/2024HighTower Advisors LLC9,878$313K0.0%-11.5%0.008%
11/15/2024Holocene Advisors LP131,504$4.24M0.0%+34.4%0.103%
11/15/2024Centiva Capital LP37,600$1.21M0.0%+130.5%0.030%
11/15/2024Bamco Inc. NY40,000$1.29M0.0%-52.9%0.031%
11/15/2024Point72 Asia Singapore Pte. Ltd.3,831$124K0.0%+747.6%0.003%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC578,548$18.65M0.0%-0.3%0.455%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank19,233$620K0.0%+24.1%0.015%
11/13/2024BNP Paribas Financial Markets16,616$536K0.0%-83.6%0.013%
11/13/2024FMR LLC18,311,867$590.38M0.0%+3.1%14.405%
11/13/2024The Manufacturers Life Insurance Company44,601$1.44M0.0%-45.6%0.035%
11/12/2024Charles Schwab Investment Management Inc.772,746$24.91M0.0%+5.3%0.608%
11/9/2024Intech Investment Management LLC19,463$627K0.0%N/A0.015%
11/8/2024Segall Bryant & Hamill LLC303,467$9.78M0.1%-3.9%0.239%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG66,028$2.13M0.0%N/A0.052%
11/7/2024Pathstone Holdings LLC57,347$1.85M0.0%+30.9%0.045%
11/6/2024Natixis Advisors LLC12,828$414K0.0%+3.0%0.010%
11/6/2024Royce & Associates LP510,261$16.45M0.1%+12.2%0.401%
11/6/2024MeadowBrook Investment Advisors LLC8,820$284K0.3%-28.4%0.007%
11/6/2024Sivik Global Healthcare LLC230,000$7.42M3.1%-8.0%0.181%
11/6/2024KBC Group NV2,385$77K0.0%+31.8%0.002%
11/5/2024Victory Capital Management Inc.1,330,399$42.89M0.0%+140.4%1.047%
11/5/2024WCM Investment Management LLC522,084$16.67M0.0%+0.3%0.411%
11/4/2024Versor Investments LP8,400$271K0.0%N/A0.007%
11/4/2024State of New Jersey Common Pension Fund D61,033$1.97M0.0%N/A0.048%
10/31/2024Principal Financial Group Inc.45,552$1.47M0.0%N/A0.036%
10/29/2024Cannon Global Investment Management LLC29,000$935K1.5%+61.1%0.023%
10/29/2024 Harbor Capital Advisors Inc.53,855$1.74M0.1%+16.0%0.042%
10/28/2024US Bancorp DE2,678$86K0.0%-15.9%0.002%
10/25/2024Smith Group Asset Management LLC16,160$521K0.0%+48.6%0.013%
10/23/2024E. Ohman J or Asset Management AB886,088$28.57M0.7%+31.0%0.697%
10/11/2024Creative Planning8,016$258K0.0%N/A0.006%
10/10/2024Inspire Investing LLC12,903$416K0.0%-14.4%0.010%
10/5/2024Handelsbanken Fonder AB18,100$584K0.0%+35.1%0.014%
10/3/2024SG Americas Securities LLC5,031$162K0.0%-70.9%0.004%
8/27/2024Clearbridge Investments LLC5,585,530$132.88M0.1%+1.3%4.395%
8/16/2024Quarry LP3,082$73K0.0%+133.1%0.002%
8/16/2024MidWestOne Financial Group Inc.70,786$1.68M0.3%+17.1%0.056%
8/15/2024Scientech Research LLC23,050$548K0.1%N/A0.018%
8/15/2024Mackenzie Financial Corp19,999$476K0.0%+3.4%0.016%
8/15/2024The Manufacturers Life Insurance Company81,992$1.95M0.0%-19.2%0.064%
8/15/2024Dark Forest Capital Management LP41,526$988K0.2%+302.1%0.033%
8/15/2024Deerfield Management Company L.P. Series C4,707,287$111.99M1.9%+47.7%3.703%
8/15/2024Dimension Capital Management LLC210,598$5.01M1.0%+27.6%0.166%
8/14/2024Point72 Asset Management L.P.1,231,124$29.29M0.1%N/A0.968%
8/14/2024Marshall Wace LLP27,060$644K0.0%-47.2%0.021%
8/14/2024Lombard Odier Asset Management Europe Ltd175,000$4.16M0.2%N/A0.138%
8/14/2024Integral Health Asset Management LLC200,000$4.76M0.5%N/A0.157%
8/14/2024Magnetar Financial LLC285,399$6.79M0.1%+72.5%0.225%
8/14/2024ProShare Advisors LLC20,260$482K0.0%+49.1%0.016%
8/13/2024Sei Investments Co.29,370$699K0.0%N/A0.023%
8/13/2024Columbus Hill Capital Management L.P.541,046$12.87M2.6%+39.7%0.426%
8/12/2024Inspire Investing LLC15,071$359K0.0%+24.2%0.012%
8/12/2024First Eagle Investment Management LLC309,474$7.36M0.0%-8.8%0.244%
8/12/2024Hsbc Holdings PLC50,267$1.18M0.0%+480.7%0.040%
8/9/2024Dimensional Fund Advisors LP2,801,091$66.64M0.0%+26.7%2.204%
8/7/2024Pier Capital LLC328,293$7.81M1.2%-8.2%0.258%
8/6/2024Los Angeles Capital Management LLC19,174$456K0.0%-9.2%0.015%
8/5/2024Arizona State Retirement System19,494$464K0.0%+1.9%0.015%
8/5/2024Victory Capital Management Inc.553,361$13.16M0.0%-16.2%0.435%
8/3/2024TD Asset Management Inc37,392$890K0.0%-72.2%0.029%
8/2/2024Cannon Global Investment Management LLC18,000$428K2.0%-12.6%0.014%
8/2/2024Mesirow Institutional Investment Management Inc.516,967$12.30M1.1%N/A0.407%
8/2/2024Wolverine Asset Management LLC23,193$552K0.0%N/A0.018%
8/1/2024Rhumbline Advisers127,952$3.04M0.0%+19.6%0.101%
8/1/2024Natixis Advisors LLC12,452$296K0.0%+11.0%0.010%
7/30/2024Sivik Global Healthcare LLC250,000$5.95M2.1%+31.6%0.197%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank15,504$369K0.0%+21.1%0.012%
7/26/2024Bank of New York Mellon Corp347,485$8.27M0.0%+12.4%0.273%
7/25/2024Tranquility Partners LLC61,892$1.47M0.6%+7.3%0.049%
7/23/2024MeadowBrook Investment Advisors LLC12,320$293K0.2%+15.9%0.010%
7/19/2024Raymond James & Associates68,872$1.64M0.0%+6.8%0.054%
7/12/2024SG Americas Securities LLC17,276$411K0.0%+190.0%0.014%
7/11/2024Wesbanco Bank Inc.39,363$936K0.0%+53.4%0.031%
7/9/2024 Harbor Capital Advisors Inc.46,414$1.10M0.1%-1.1%0.037%
6/4/2024DekaBank Deutsche Girozentrale2,723$80K0.0%+102.0%0.002%
5/16/2024California State Teachers Retirement System70,236$2.10M0.0%-5.6%0.055%
5/16/2024Janus Henderson Group PLC2,504,248$74.70M0.0%+7,987.1%1.970%
5/15/2024Bamco Inc. NY90,000$2.69M0.0%+100.0%0.071%
5/15/2024Price T Rowe Associates Inc. MD1,028,656$30.69M0.0%-7.1%0.809%
5/15/2024Magnetar Financial LLC165,466$4.94M0.1%+511.7%0.130%
5/14/2024EntryPoint Capital LLC6,399$191K0.2%+257.1%0.005%
5/13/2024Thornburg Investment Management Inc.93,077$2.78M0.0%-2.4%0.073%
(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, 163 institutional investors and hedge funds held shares of Surgery Partners. The most heavily invested institutionals were Bain Capital Investors LLC ($1.60B), FMR LLC ($590.38M), Wellington Management Group LLP ($317.44M), Durable Capital Partners LP ($241.74M), Vanguard Group Inc. ($223.10M), Janus Henderson Group PLC ($177.24M), and Clearbridge Investments LLC ($132.88M).Learn more on SGRY's institutional investors.

Which institutional investors have been buying Surgery Partners stock?

Of the 140 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 ($3.66M), Deerfield Management Company L.P. Series C ($2.98M), Avidity Partners Management LP ($2.84M), Wellington Management Group LLP ($1.96M), Clearbridge Investments LLC ($1.54M), King Street Capital Management L.P. ($1.45M), and Point72 Asset Management L.P. ($1.23M).

How much institutional buying is happening at Surgery Partners?

Institutional investors have bought a total of 29,200,005 shares in the last 24 months. This purchase volume represents approximately $880.05M in transactions.

Which Surgery Partners major shareholders have been selling company stock?

Of the 68 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), Cannell & Co. ($806.62K), Point72 Asset Management L.P. ($693.21K), Victory Capital Management Inc. ($650.17K), Wellington Management Group LLP ($617.59K), 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 14,453,389 shares in the last 24 months. This volume of shares sold represents approximately $469.04M in transactions.


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This page (NASDAQ:SGRY) was last updated on 1/17/2025 by MarketBeat.com Staff
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