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Surgery Partners (SGRY) Institutional Ownership

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$21.32 +0.33 (+1.57%)
As of 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$687.87M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$272.87M
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SGRY Institutional Buying and Selling by Quarter

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Surgery Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/18/2025California State Teachers Retirement System65,864$1.39M0.0%-1.1%0.052%
2/20/2025Mackenzie Financial Corp21,974$465K0.0%+2.8%0.017%
2/18/2025MidWestOne Financial Group Inc.27,984$592K0.1%-61.9%0.022%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC555,154$11.75M0.0%-4.0%0.437%
2/17/2025Two Sigma Investments LP43,338$917K0.0%+93.6%0.034%
2/17/2025Troluce Capital Advisors LLC409,154$8.66M0.3%N/A0.322%
2/17/2025State of Wyoming4,002$85K0.0%+94.4%0.003%
2/17/2025Thornburg Investment Management Inc.89,687$1.90M0.0%-1.5%0.071%
2/17/2025Silvercrest Asset Management Group LLC998,505$21.14M0.1%+44.9%0.786%
2/17/2025Point72 Asia Singapore Pte. Ltd.4,296$91K0.0%+12.1%0.003%
2/17/2025Redwood Investments LLC76,882$1.63M0.4%-2.1%0.060%
2/17/2025Point72 Asset Management L.P.1,746,554$36.98M0.1%+224.7%1.374%
2/17/2025ProShare Advisors LLC21,629$458K0.0%+49.0%0.017%
2/17/2025Nuveen Asset Management LLC563,554$11.93M0.0%-18.0%0.443%
2/17/2025Maven Securities LTD25,000$529K0.0%N/A0.020%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.43,678$925K0.0%+3.9%0.034%
2/17/2025LMR Partners LLP101,800$2.16M0.0%N/A0.080%
2/17/2025Janus Henderson Group PLC11,554,845$244.62M0.1%+110.2%9.090%
2/17/2025King Street Capital Management L.P.2,800,000$59.28M9.0%+93.1%2.203%
2/17/2025Hudson Bay Capital Management LP555,767$11.77M0.0%+954.2%0.437%
2/17/2025Deutsche Bank AG96,512$2.04M0.0%+20.4%0.076%
2/17/2025Dimension Capital Management LLC422,476$8.94M1.4%+144.8%0.332%
2/17/2025Cubist Systematic Strategies LLC45,677$967K0.0%N/A0.036%
2/17/2025Centiva Capital LP102,150$2.16M0.0%+171.7%0.080%
2/17/2025Bridgefront Capital LLC16,777$355K0.1%N/A0.013%
2/17/2025Avidity Partners Management LP514,200$10.89M1.1%-37.8%0.405%
2/17/2025Bank of America Corp DE220,276$4.66M0.0%-60.3%0.173%
2/17/2025BNP Paribas Financial Markets257,213$5.45M0.0%+1,448.0%0.202%
2/17/2025Ameriprise Financial Inc.26,570$562K0.0%-97.7%0.021%
2/17/2025Ardsley Advisory Partners LP270,200$5.72M0.9%+6.0%0.213%
2/14/2025Freestone Grove Partners LP79,211$1.68M0.0%N/A0.062%
2/14/2025Pentwater Capital Management LP425,000$9.00M0.1%N/A0.334%
2/14/2025Northern Trust Corp761,790$16.13M0.0%+2.1%0.599%
2/14/2025The Manufacturers Life Insurance Company 43,902$929K0.0%-1.6%0.035%
2/14/2025Tudor Investment Corp ET AL34,954$740K0.0%N/A0.027%
2/14/2025Boothbay Fund Management LLC68,442$1.45M0.0%N/A0.054%
2/14/2025Voya Investment Management LLC127,707$2.70M0.0%+411.9%0.100%
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2/14/2025Price T Rowe Associates Inc. MD66,144$1.40M0.0%+8.8%0.052%
2/14/2025Susquehanna International Group LLP369,557$7.82M0.0%-7.7%0.291%
2/14/2025Hsbc Holdings PLC27,182$574K0.0%-14.0%0.021%
2/14/2025Tower Research Capital LLC TRC 10,762$228K0.0%+279.3%0.008%
2/14/2025MetLife Investment Management LLC47,027$996K0.0%+6.1%0.037%
2/14/2025Mesirow Institutional Investment Management Inc.677,464$14.34M1.1%+12.9%0.533%
2/14/2025Dimensional Fund Advisors LP3,577,861$75.74M0.0%+18.7%2.815%
2/13/2025NFJ Investment Group LLC51,736$1.10M0.0%-1.2%0.041%
2/13/2025Barclays PLC141,094$2.99M0.0%+9.3%0.111%
2/13/2025Sterling Capital Management LLC84,065$1.78M0.0%+41.6%0.066%
2/13/2025Covestor Ltd2,202$47K0.0%-27.3%0.002%
2/13/2025Kennedy Capital Management LLC392,087$8.30M0.2%+58.7%0.308%
2/13/2025Legal & General Group Plc77,737$1.65M0.0%-8.0%0.061%
2/13/2025Invesco Ltd.2,161,904$45.77M0.0%-22.0%1.701%
2/13/2025FMR LLC16,281,863$344.69M0.0%-11.1%12.809%
2/13/2025Russell Investments Group Ltd.6,233$132K0.0%-65.4%0.005%
2/13/2025Envestnet Asset Management Inc.32,707$692K0.0%+17.9%0.026%
2/13/2025Wells Fargo & Company MN56,931$1.21M0.0%+1.4%0.045%
2/12/2025ExodusPoint Capital Management LP182,300$3.86M0.0%+686.8%0.143%
2/12/2025Headlands Technologies LLC21,017$445K0.0%+277.1%0.017%
2/12/2025Geode Capital Management LLC1,853,816$39.25M0.0%-0.6%1.458%
2/12/2025Franklin Resources Inc.20,563$435K0.0%-3.6%0.016%
2/12/2025Cannell & Spears LLC15,300$324K0.0%N/A0.012%
2/12/2025Wellington Management Group LLP5,926,089$125.46M0.0%-39.8%4.644%
2/12/2025Clearbridge Investments LLC4,234,536$89.65M0.1%-5.9%3.331%
2/12/2025Norges Bank746,169$15.80M0.0%N/A0.587%
2/12/2025JPMorgan Chase & Co.188,966$4M0.0%-0.2%0.149%
2/11/2025Pier Capital LLC382,493$8.10M1.2%+15.9%0.301%
2/11/2025Segall Bryant & Hamill LLC299,438$6.34M0.1%-1.3%0.236%
2/11/2025Corebridge Financial Inc.38,182$808K0.0%-7.0%0.030%
2/11/2025Vanguard Group Inc.7,618,404$161.28M0.0%+2.3%5.994%
2/11/2025LPL Financial LLC16,749$355K0.0%+22.4%0.013%
2/11/2025KLP Kapitalforvaltning AS12,900$273K0.0%N/A0.010%
2/11/2025Sei Investments Co.43,666$924K0.0%+13.9%0.034%
2/11/2025American Century Companies Inc.1,399,756$29.63M0.0%+223.9%1.101%
2/10/2025Royce & Associates LP24,347$515K0.0%-95.2%0.019%
2/10/2025First Eagle Investment Management LLC292,278$6.19M0.0%+17.3%0.230%
2/6/2025Raymond James Financial Inc.478,488$10.13M0.0%N/A0.376%
2/6/2025Victory Capital Management Inc.1,241,865$26.29M0.0%-6.7%0.977%
2/6/2025Charles Schwab Investment Management Inc.834,417$17.67M0.0%+8.0%0.656%
2/6/2025NINE MASTS CAPITAL Ltd28,648$606K0.1%N/A0.023%
2/5/2025Versor Investments LP46,200$978K0.2%+450.0%0.036%
2/4/2025Bank of New York Mellon Corp340,776$7.21M0.0%+17.7%0.268%
2/3/2025Alberta Investment Management Corp67,180$1.42M0.0%+128.9%0.053%
1/31/2025Sanctuary Advisors LLC24,778$525K0.0%+27.5%0.019%
1/31/2025AlphaCentric Advisors LLC17,684$374K0.4%N/A0.014%
1/31/2025Principal Financial Group Inc.49,549$1.05M0.0%+8.8%0.039%
1/30/2025 Rhumbline Advisers121,852$2.58M0.0%+1.3%0.096%
1/29/2025MeadowBrook Investment Advisors LLC10,280$218K0.2%+16.6%0.008%
1/28/2025WCM Investment Management LLC512,057$10.53M0.0%-1.9%0.403%
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1/28/2025Empowered Funds LLC11,575$245K0.0%N/A0.009%
1/27/2025 E. Ohman J or Asset Management AB1,243,111$26.32M0.6%+40.3%0.978%
1/23/2025Sivik Global Healthcare LLC200,000$4.23M2.2%-13.0%0.157%
1/22/2025KBC Group NV3,962$84K0.0%+66.1%0.003%
1/17/2025Inspire Investing LLC19,034$403K0.0%+47.5%0.015%
1/10/2025Harbor 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%
(Data available from 1/1/2016 forward)

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SGRY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGRY shares?

During the previous two years, 185 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. ($161.28M), Wellington Management Group LLP ($125.46M), 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 158 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), King Street Capital Management L.P. ($2.80M), Point72 Asset Management L.P. ($2.44M), Wellington Management Group LLP ($1.96M), Dimensional Fund Advisors LP ($1.59M), and Norges Bank ($1.55M).

How much institutional buying is happening at Surgery Partners?

Institutional investors have bought a total of 39,696,997 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

Which Surgery Partners major shareholders have been selling company stock?

Of the 83 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), Ameriprise Financial Inc. ($1.13M), Avidity Partners Management LP ($701.87K), Point72 Asset Management L.P. ($693.21K), and Invesco Ltd. ($608.43K).

How much institutional selling is happening at Surgery Partners?

Institutional investors have sold a total of 23,200,537 shares in the last 24 months. This volume of shares sold represents approximately $648.59M in transactions.



This page (NASDAQ:SGRY) was last updated on 4/14/2025 by MarketBeat.com Staff
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