Surgery Partners, Inc.
Hedge Funds Holdings

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Surgery Partners, Inc.‘s stocks are currently a part of 102 hedge funds’ portfolios, which represents 49.06% of the total amount of its stocks outstanding. This makes up a total of 45.10M shares of Surgery Partners, Inc.. Compared to the previous quarter, the number fell by -64.99% or -83.74M shares fewer. As for the holding position changes, 36.27% (37) of current hedge fund investors increased the number of shares held, 22.55% (23) of current holders sold a part of the shares held, and 12.75% (13) closed the holdings completely. 18 hedge funds are new holders of Surgery Partners, Inc. stock in Q1 2023, it is 17.65% of total holders.

Hedge funds holding Surgery Partners (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 82
Q3 2018 78
Q4 2018 80
Q1 2019 80
Q2 2019 88
Q3 2019 88
Q4 2019 98
Q1 2020 85
Q2 2020 98
Q3 2020 98
Q4 2020 115
Q1 2021 119
Q2 2021 134
Q3 2021 135
Q4 2021 135
Q1 2022 143
Q2 2022 133
Q3 2022 133
Q4 2022 158
Q1 2023 102

Hedge funds changes in Surgery Partners positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 14233414-3
Q3 2018 16291921-7
Q4 2018 133619111
Q1 2019 1127221010
Q2 2019 19352194
Q3 2019 183321160
Q4 2019 222829127
Q1 2020 18311830-12
Q2 2020 282330143
Q3 2020 20293619-6
Q4 2020 26363797
Q1 2021 25453721-9
Q2 2021 284644133
Q3 2021 28434126-3
Q4 2021 29533029-6
Q1 2022 265442174
Q2 2022 21583328-7
Q3 2022 215631214
Q4 2022 47682721-5
Q1 2023 1837231311

Hedge funds changes in Surgery Partners stock options (Q2 2018 – Q1 2023)

Changes in stock options
Q2 2018 316,000 16,000
Q3 2018 0 597,000
Q4 2018 0 0
Q1 2019 407,000 308,000
Q2 2019 949,000 8,000
Q3 2019 81,000 28,000
Q4 2019 236,000 50,000
Q1 2020 16,000 1,000
Q2 2020 648,000 274,000
Q3 2020 20,426,000 835,000
Q4 2020 12,785,000 5,541,000
Q1 2021 29,813,000 27,473,000
Q2 2021 45,715,000 41,146,000
Q3 2021 19,910,000 22,950,000
Q4 2021 17,032,000 17,508,000
Q1 2022 22,576,000 9,916,000
Q2 2022 4,965,000 4,566,000
Q3 2022 9,566,000 5,889,000
Q4 2022 7,914,780 7,131,580
Q1 2023 168,000 120,000

Top 50 hedge fund holders of Surgery Partners, Inc. (NASDAQ:SGRY)

Hedge fund Value Shares owned Portfolio share
BAIN CAPITAL INVESTORS LLC 1.14B 49.06M 27.733%
FMR LLC 315.67M 13.49M 0.033%
CLEARBRIDGE INVESTMENTS, LLC 102.75M 4.39M 0.104%
VANGUARD GROUP INC 88.34M 3.77M 0.003%
BLACKROCK INC. Larry Fink 60.98M 2.60M 0.002%
DURABLE CAPITAL PARTNERS LP 49.94M 2.13M 0.549%
INVESCO LTD. 37.71M 1.61M 0.012%
DIMENSIONAL FUND ADVISORS LP 31.08M 1.32M 0.012%
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 24.27M 1.03M 0.019%
VICTORY CAPITAL MANAGEMENT INC 21.63M 924.48K 0.025%
CANNELL & CO. 20.87M 892.15K 0.801%
STATE STREET CORP 19.78M 845.30K 0.001%
GEODE CAPITAL MANAGEMENT, LLC 17.37M 742.51K 0.003%
HOOD RIVER CAPITAL MANAGEMENT LLC 16.06M 686.46K 0.614%
PRICE T ROWE ASSOCIATES INC /MD/ 14.98M 640.27K 0.003%
POINT72 ASSET MANAGEMENT, L.P. Steven Cohen 13.91M 594.76K 0.056%
POLAR CAPITAL HOLDINGS PLC 12.94M 553.01K 0.083%
IRON TRIANGLE PARTNERS LP 12.87M 550K 2.250%
ARDSLEY ADVISORY PARTNERS LP 11.81M 505K 2.646%
WCM INVESTMENT MANAGEMENT, LLC 9.72M 391.58K 0.035%
NUVEEN ASSET MANAGEMENT, LLC 9.37M 400.7K 0.004%
CAPTION MANAGEMENT, LLC 9.30M 397.7K 0.128%
NORTHERN TRUST CORP 8.91M 380.78K 0.002%
MARSHALL WACE, LLP Paul Marshall 8.78M 375.46K 0.019%
CLOUGH CAPITAL PARTNERS L P 8.57M 366.44K 0.913%
UBS ASSET MANAGEMENT AMERICAS INC 7.53M 321.89K 0.004%
BANK OF AMERICA CORP /DE/ 7.03M 300.46K 0.001%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 6.65M 284.17K 0.002%
AVIDITY PARTNERS MANAGEMENT LP 6.26M 267.6K 0.127%
CAPTION MANAGEMENT, LLC 5.80M 248K 0.080%
PIER CAPITAL, LLC 5.59M 239.02K 0.961%
GOLDMAN SACHS GROUP INC 5.14M 219.99K 0.001%
MORGAN STANLEY 4.60M 196.59K 0.001%
SEGALL BRYANT & HAMILL, LLC 4.20M 179.53K 0.050%
RHEOS CAPITAL WORKS INC. 4.08M 174.76K 0.276%
FEDERATED HERMES, INC. 3.84M 164.42K 0.011%
DIMENSION CAPITAL MANAGEMENT LLC 3.77M 161.22K 0.913%
BANK OF NEW YORK MELLON CORP 3.76M 160.66K 0.001%
CITADEL ADVISORS LLC Ken Griffin 3.44M 147.16K 0.001%
SIVIK GLOBAL HEALTHCARE LLC 3.24M 138.60K 1.802%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC 3.08M 131.98K 0.009%
CUBIST SYSTEMATIC STRATEGIES, LLC 2.74M 117.16K 0.015%
STATE OF WISCONSIN INVESTMENT BOARD 2.59M 110.94K 0.008%
EXODUSPOINT CAPITAL MANAGEMENT, LP Xinyu Liu 2.29M 97.85K 0.030%
SWISS NATIONAL BANK 2.24M 95.9K 0.002%
MAN GROUP PLC Ian Livingston 2.24M 95.75K 0.010%
MILLENNIUM MANAGEMENT LLC Israel Englander 2.14M 91.78K 0.001%
TD ASSET MANAGEMENT INC 1.75M 70.64K 0.002%
BNP PARIBAS ARBITRAGE, SNC 1.57M 67.14K 0.003%
KENNEDY CAPITAL MANAGEMENT LLC 1.51M 64.84K 0.045%