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Surgery Partners, Inc.

SGRY
Exchange
Nasdaq
Industry
Services-General Medical & Surgical Hospitals, NEC
SEC CIK
0001638833

In the last 90 days, Surgery Partners, Inc. insiders filed 1 open-market purchase and 0 sales; 187 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; Oaktree Capital is the only superinvestor holding it.

Q4 2021 vs. Q3 2021

How the institutions holding Surgery Partners, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SGRY: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders135137+2
Shares81.1M88.4M+7.33M (+9.0%)
Value$3.43B$4.72B+$1.29B (+37.5%)

New holders (31)

Institutions that held Surgery Partners, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SGRY in Q4 2021
InstitutionSharesValue% of portfolio
Durable Capital Partners LP1,593,229$85.1M0.66%
Iron Triangle Partners LP543,696$29.0M4.05%
Segall Bryant & Hamill, LLC123,321$6.59M0.06%
Pier Capital, LLC104,363$5.57M0.59%
Alyeska Investment Group, L.P.66,352$3.54M0.04%
Parian Global Management LP45,797$2.45M2.21%
Zacks Investment Management18,450$985.0K0.01%
Pictet Asset Management SA18,296$977.0K0.00%
Tudor Investment Corp Et Al13,363$714.0K0.01%
Gsa Capital Partners LLP12,239$654.0K0.08%
Boulder Hill Capital Management LP11,300$604.0K0.58%
Cetera Advisor Networks LLC10,045$537.0K0.01%
HSBC Holdings PLC8,129$436.0K0.00%
Foster Victor Wealth Advisors, LLC9,189$422.0K0.06%
Winton Group Ltd7,840$419.0K0.03%
ProShare Advisors LLC7,427$397.0K0.00%
Great Point Wealth Advisors, LLC7,261$388.0K0.12%
Janus Henderson Group PLC6,474$346.0K0.00%
Ensign Peak Advisors, Inc5,600$299.0K0.00%
Brinker Capital Investments, LLC4,536$242.0K0.00%
LPL Financial LLC4,408$235.0K0.00%
Allspring Global Investments Holdings, LLC1,737$92.0K0.00%
Signaturefd, LLC1,175$63.0K0.00%
State of Wyoming795$42.0K0.02%
TCI Wealth Advisors, Inc.178$10.0K0.00%
Dark Forest Capital Management LP76$4.00K0.00%
National Bank of Canada35$2.00K0.00%
Simplex Trading, LLC50$2.00K0.00%
Covestor Ltd14$1.00K0.00%
JFS Wealth Advisors, LLC4$00.00%
Schubert & Co1$00.00%

Sold out (29)

Institutions that held Surgery Partners, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SGRY in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Millennium Management LLC823,891$34.9M
CastleArk Alternatives, LLC167,793$7.10M
Two Sigma Investments, LP73,714$3.12M
Calamos Advisors LLC62,398$2.64M
PointState Capital LP50,000$2.12M
Russell Investments Group, Ltd.41,134$1.74M
HRT Financial LP39,792$1.68M
Lisanti Capital Growth, LLC29,255$1.24M
NN Investment Partners Holdings N.V.21,600$914.0K
Old Mission Capital LLC14,884$630.0K
Ergoteles LLC13,400$567.0K
PDT Partners, LLC12,350$523.0K
Quantbot Technologies LP12,248$518.0K
Camden Capital, LLC11,360$481.0K
Engineers Gate Manager LP11,143$472.0K
Twinbeech Capital LP10,891$461.0K
Blueshift Asset Management, LLC10,650$451.0K
Wellington Management Group LLP10,635$450.0K
Campbell & CO Investment Adviser LLC9,900$419.0K
Level Four Advisory Services, LLC8,798$373.0K
AlphaCrest Capital Management LLC7,000$296.0K
Walleye Capital LLC6,370$270.0K
Paloma Partners Management Co5,666$240.0K
Balyasny Asset Management LLC4,796$203.0K
O'Shaughnessy Asset Management, LLC2,741$116.0K
Dorsey Wright & Associates1,792$76.0K
Koshinski Asset Management, Inc.160$6.77K
Parallax Volatility Advisers, L.P.88$4.00K
Bellwether Advisors, LLC25$1.00K