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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.

Q3 2023 vs. Q2 2023

How the institutions holding Surgery Partners, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SGRY: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1681165−2
Shares133.1M6.63K134.8M+1.76M (+1.3%)
Value$5.98B$298.3K$3.94B−$2.04B (−34.1%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Surgery Partners, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SGRY in Q3 2023
InstitutionSharesValue% of portfolio
Deerfield Management Company, L.P. (Series C)1,460,000$42.7M0.94%
Cannell Peter B & Co Inc84,970$2.49M0.09%
HRT Financial LP51,542$1.51M0.02%
SG Americas Securities, LLC44,682$1.31M0.02%
Connor, Clark & Lunn Investment Management Ltd.40,295$1.18M0.01%
Quantbot Technologies LP39,918$1.17M0.08%
Walleye Capital LLC39,486$1.15M0.02%
Squarepoint Ops LLC35,806$1.05M0.01%
Qube Research & Technologies Ltd29,500$862.9K0.00%
Aigen Investment Management, LP19,878$581.4K0.11%
ExodusPoint Capital Management, LP19,773$578.0K0.01%
Millennium Management LLC17,871$522.7K0.00%
Inspire Advisors, LLC17,046$498.6K0.09%
PAX Financial Group, LLC15,609$456.6K0.10%
XTX Topco Ltd12,717$372.0K0.06%
HSBC Holdings PLC12,390$361.5K0.00%
Cantor Fitzgerald, L. P.10,820$316.5K0.01%
Caption Management, LLC9,475$277.1K0.04%
Petrus Trust Company, LTA8,661$253.3K0.03%
Mirabella Financial Services LLP8,260$241.6K0.03%
Pictet Asset Management Holding SA7,766$227.2K0.00%
Walleye Trading LLC2,666$78.0K0.00%
Signaturefd, LLC1,900$55.6K0.00%
KBC Group NV1,593$47.0K0.00%
Comerica Bank1,408$41.2K0.00%
DekaBank Deutsche Girozentrale1,348$39.0K0.00%
SRS Capital Advisors, Inc.300$8.78K0.00%
First Horizon Advisors, Inc.225$6.58K0.00%
Allworth Financial LP4$1170.00%
Global Retirement Partners, LLC3$820.00%
Steward Financial Group LLC33$00.00%

Sold out (33)

Institutions that held Surgery Partners, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (1)

Institutions that held Surgery Partners, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SGRY in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA6,631$298.3K