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Livermore
Livermore
ZHEN

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 2024 vs. Q2 2024

How the institutions holding Surgery Partners, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SGRY: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1801185+6
Shares141.9M7.64M137.9M+3.68M (+2.7%)
Value$3.38B$181.7M$4.45B+$1.25B (+39.2%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Surgery Partners, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SGRY in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.7,652,504$246.7M0.01%
King Street Capital Management, L.P.1,450,000$46.7M32.28%
American Century Companies Inc432,222$13.9M0.01%
Shay Capital LLC165,000$5.32M1.57%
B. Metzler seel. Sohn & Co. Holding AG66,028$2.13M0.02%
State of New Jersey Common Pension Fund D61,033$1.97M0.01%
Sterling Capital Management LLC59,371$1.91M0.02%
Hudson Bay Capital Management LP52,717$1.70M0.01%
NFJ Investment Group, LLC52,368$1.69M0.05%
Principal Financial Group Inc45,552$1.47M0.00%
Alberta Investment Management Corp29,353$946.3K0.01%
Jefferies Financial Group Inc.24,811$799.9K0.01%
HRT Financial LP20,939$675.0K0.00%
Nomura Holdings Inc20,724$668.1K0.01%
Intech Investment Management LLC19,463$627.5K0.01%
FNY Investment Advisers, LLC15,750$507.0K0.25%
Harvest Management LLC14,100$454.6K0.25%
Sanctuary Advisors, LLC19,427$447.0K0.00%
LPL Financial LLC13,687$441.3K0.00%
Natixis11,939$384.9K0.00%
Pictet Asset Management Holding SA9,940$320.5K0.00%
Versor Investments LP8,400$270.8K0.04%
Creative Planning8,016$258.4K0.00%
Wiley Bros.-Aintree Capital, LLC6,530$210.5K0.00%
Mariner, LLC6,412$206.7K0.00%
Simplex Trading, LLC5,002$161.0K0.01%
Clear Street Markets LLC1,000$32.0K0.02%
Infrastructure Capital Advisors, LLC500$16.1K0.00%
Northwestern Mutual Wealth Management Co163$5.25K0.00%
Fifth Third Bancorp126$4.06K0.00%
Bessemer Group Inc75$2.00K0.00%
J.Safra Asset Management Corp36$1.15K0.00%
Hemington Wealth Management40$1.00K0.00%
Riverview Trust Co16$5160.00%
Huntington National Bank11$3550.00%
Claris Advisors, LLC5$1610.00%

Sold out (30)

Institutions that held Surgery Partners, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SGRY in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Durable Capital Partners LP2,881,227$68.5M
Magnetar Financial LLC285,399$6.79M
Integral Health Asset Management, LLC200,000$4.76M
Brant Point Investment Management LLC145,000$3.45M
Twinbeech Capital LP96,070$2.29M
Millennium Management LLC95,909$2.28M
Balyasny Asset Management LLC64,805$1.54M
J. Safra Sarasin Holding AG50,768$1.21M
Boothbay Fund Management, LLC44,658$1.06M
Verition Fund Management LLC42,866$1.02M
Gsa Capital Partners LLP37,891$901.0K
TD Asset Management Inc37,392$889.6K
Caption Management, LLC35,100$835.0K
Assenagon Asset Management S.A.32,657$776.9K
Marshall Wace, LLP27,060$643.8K
Engineers Gate Manager LP26,276$625.1K
Scientech Research LLC23,050$548.4K
Penn Capital Management Co Inc22,094$528.3K
First Trust Advisors LP20,204$480.7K
Bridgewater Associates, LP18,938$450.5K
Dynamic Technology Lab Private Ltd14,774$351.0K
Bayesian Capital Management, LP14,130$336.2K
Qube Research & Technologies Ltd12,716$302.5K
Brevan Howard Capital Management LP11,506$273.7K
Bridgefront Capital, LLC11,245$267.5K
Quantbot Technologies LP7,684$182.8K
EntryPoint Capital, LLC4,298$102.2K
SYSTM Wealth Solutions LLC529$12.6K
International Assets Investment Management, LLC250$5.95K
Innealta Capital, LLC8$190

Not filed for Q3 2024 yet (1)

Institutions that held Surgery Partners, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SGRY in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.7,636,766$181.7M