Surgery PartnersSGRY
13F holders, Q1 2024 (March 31)180holders
4famous investors
$29.83avg. 13F price*
At the end of Q1 2024, 180 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings. The largest holders were Bain Capital Investors LLC ($1.5B), FMR LLC ($566.5M) and Wellington Management Group LLP ($301.6M). 4 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Surgery Partners Inc.
- CUSIP
- 86881A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $93.4M |
| Exits | 27 | $207.5M |
Ownership 180 holders
| Bain Capital Investors LLC | 33.24% | No change | 49,946,972 | $1.5B |
| FMR LLC | 0.04% | Add +3.6% | 18,990,788 | $566.5M |
| Wellington Management Group LLP | 0.05% | Add +21.6% | 10,111,904 | $301.6M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 7,479,009 | $223.1M |
| BlackRock Inc. | 0.00% | Add +1.9% | 6,358,310 | $189.7M |
| Clearbridge Investments, LLC | 0.13% | Reduce -0.2% | 5,512,523 | $164.4M |
| Durable Capital Partners LP | 1.11% | Reduce -12.7% | 4,784,463 | $142.7M |
| Deerfield Management Company, L.P. | 1.82% | Add +51.4% | 3,186,803 | $95.1M |
| Janus Henderson Group PLC | 0.04% | Add +7987.1% | 2,504,248 | $74.7M |
| Invesco Ltd. | 0.01% | Reduce -39.1% | 2,316,426 | $69.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +20.2% | 2,211,592 | $66.0M |
| State Street Corp. | 0.00% | Add +7.4% | 1,727,118 | $51.5M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 1,708,124 | $51.0M |
| Avidity Partners Management LP | 1.53% | Add +23.9% | 1,445,000 | $43.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.1% | 1,028,656 | $30.7M |
| Rock Springs Capital Management LP | 0.75% | New | 985,000 | $29.4M |
| Norges Bank | 0.00% | Add +5.0% | 845,576 | $25.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.9% | 780,889 | $23.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 741,596 | $22.1M |
| Victory Capital Management Inc. | 0.02% | Add +16.8% | 660,128 | $19.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.9% | 657,793 | $19.6M |
| Susquehanna International Group, LLP | 0.03% | Add +31.4% | 610,937 | $18.2M |
| ThornTree Capital Partners LP | 2.75% | Reduce -15.7% | 546,080 | $16.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.9% | 514,506 | $15.3M |
| WCM Investment Management, LLC | 0.04% | Add +0.5% | 508,488 | $15.2M |
| BNP Paribas Financial Markets | 0.02% | Add +33.7% | 421,137 | $12.6M |
| Kennedy Capital Management LLC | 0.26% | Reduce -0.0% | 418,619 | $12.5M |
| Bank of America Corp. | 0.00% | Add +13.4% | 394,491 | $11.8M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 390,834 | $11.7M |
| Columbus Hill Capital Management, L.P. | 2.67% | New | 387,392 | $11.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 366,455 | $10.9M |
| Pier Capital, LLC | 1.47% | Add +34.7% | 357,558 | $10.7M |
| Walleye Capital LLC | 0.12% | Add +11.2% | 346,235 | $10.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +16.5% | 339,474 | $10.1M |
| American Century Companies Inc. | 0.01% | Reduce -8.7% | 328,126 | $9.8M |
| Penn Capital Management Company, LLC | 0.84% | New | 315,903 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 309,200 | $9.2M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +19.8% | 307,268 | $9.2M |
| Royce & Associates LP | 0.08% | New | 288,036 | $8.6M |
| ExodusPoint Capital Management, LP | 0.09% | New | 235,791 | $7.0M |
| New York State Common Retirement Fund | 0.01% | Add +603.0% | 215,672 | $6.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.5% | 198,675 | $5.9M |
| Sivik Global Healthcare LLC | 2.06% | Reduce -5.0% | 190,000 | $5.7M |
| UBS Group AG | 0.00% | Add +21949.5% | 187,200 | $5.6M |
| Ardsley Advisory Partners LP | 0.79% | Add +2.8% | 185,000 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.5% | 177,674 | $5.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.37% | Add +16.7% | 175,000 | $5.2M |
| Magnetar Financial LLC | 0.13% | Add +511.7% | 165,466 | $4.9M |
| Dimension Capital Management LLC | 0.98% | Add +12.2% | 165,098 | $4.9M |
| Barclays PLC | 0.00% | Reduce -27.9% | 159,340 | $4.8M |
| Citadel Advisors | 0.00% | Add +2314.5% | 141,756 | $4.2M |
| State of Wisconsin Investment Board | 0.01% | Add +22.4% | 141,538 | $4.2M |
| Swiss National Bank | 0.00% | No change | 137,100 | $4.1M |
| TD Asset Management Inc | 0.00% | Reduce -15.1% | 134,668 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +20.6% | 116,390 | $3.5M |
| Holocene Advisors, LP | 0.01% | Add +37.6% | 111,668 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +8.9% | 106,989 | $3.2M |
| Credit Suisse AG/ | 0.00% | Add +1.4% | 105,581 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.5% | 101,520 | $3.0M |
| Redwood Investments, LLC | 0.84% | Reduce -14.1% | 98,208 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -41.8% | 96,490 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.24% | New | 94,268 | $2.8M |
| Thornburg Investment Management Inc. | 0.04% | Reduce -2.4% | 93,077 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +18.2% | 92,322 | $2.8M |
| Baron Capital (BAMCO) | 0.01% | Add +100.0% | 90,000 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -57.0% | 85,928 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +3.2% | 78,139 | $2.3M |
| Moore Capital Management, LP | 0.05% | Add +50.0% | 75,000 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -22.0% | 71,551 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -5.6% | 70,236 | $2.1M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 69,784 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 69,526 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 66,028 | $2.0M |
| Raymond James & Associates | 0.00% | Add +35.3% | 64,502 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.32% | New | 60,446 | $1.8M |
| Tranquility Partners, LLC | 0.67% | No change | 57,700 | $1.7M |
| Trexquant Investment LP | 0.03% | Add +403.2% | 53,804 | $1.6M |
| ClariVest Asset Management LLC | 0.16% | Reduce -0.5% | 53,085 | $1.6M |
| Twinbeech Capital LP | 0.03% | Reduce -77.9% | 52,575 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 51,228 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.18% | New | 46,947 | $1.4M |
| Alberta Investment Management Corp | 0.01% | No change | 45,477 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +35.1% | 40,725 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 39,827 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +111.6% | 39,406 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -45.3% | 39,068 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +15.5% | 38,124 | $1.1M |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 37,272 | $1.1M |
| Assenagon Asset Management S.A. | 0.00% | No change | 32,657 | $974K |
| Pathstone Holdings, LLC | 0.00% | Add +122.4% | 32,356 | $965K |
| Boothbay Fund Management, LLC | 0.03% | New | 30,566 | $912K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.4% | 28,952 | $864K |
| Wesbanco Bank Inc. | 0.03% | New | 25,663 | $766K |
| Russell Investments Group, Ltd. | 0.00% | Add +60653.7% | 24,909 | $743K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -34.7% | 22,302 | $699K |
| Man Group plc | 0.00% | New | 23,132 | $690K |
| Graham Capital Management, L.P. | 0.04% | New | 22,814 | $681K |
| Los Angeles Capital Management LLC | 0.00% | Add +21.4% | 21,124 | $630K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 20,891 | $623K |
| Cannon Global Investment Management, LLC | 1.65% | New | 20,600 | $614K |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.