Surgery PartnersSGRY
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 183 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, down 2 from Q3 2024. 28 opened new positions and 34 sold out. The largest holders were Bain Capital Investors LLC ($1.1B), FMR LLC ($344.7M) and Janus Henderson Group PLC ($244.6M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Surgery Partners Inc.
- CUSIP
- 86881A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $55.7M |
| Exits | 34 | $126.7M |
All 13F filers, Q3 2024 → Q4 2024: 17,003,791 shares bought and 13,741,146 shares sold, net +3,262,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Bain Capital Investors LLC | 30.24% | No change | 49,946,972 | $1.1B |
| FMR LLC | 0.02% | Reduce -11.1% | 16,281,863 | $344.7M |
| Janus Henderson Group PLC | 0.12% | Add +110.2% | 11,554,845 | $244.6M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 7,750,517 | $164.1M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 7,618,404 | $161.3M |
| Wellington Management Group LLP | 0.02% | Reduce -39.8% | 5,926,089 | $125.5M |
| Clearbridge Investments, LLC | 0.07% | Reduce -5.9% | 4,234,536 | $89.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +18.7% | 3,577,861 | $75.7M |
| King Street Capital Management, L.P. | 24.40% | Add +93.1% | 2,800,000 | $59.3M |
| Invesco Ltd. | 0.01% | Reduce -22.0% | 2,161,904 | $45.8M |
| State Street Corp. | 0.00% | Add +3.9% | 1,869,110 | $39.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 1,853,816 | $39.3M |
| Point72 Asset Management | 0.10% | Add +224.7% | 1,746,554 | $37.0M |
| American Century Companies Inc. | 0.02% | Add +223.8% | 1,399,756 | $29.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +17.9% | 1,269,396 | $26.9M |
| E. Ohman J:or Asset Management AB | 0.61% | Add +40.3% | 1,243,111 | $26.3M |
| Victory Capital Management Inc. | 0.03% | Reduce -6.7% | 1,241,865 | $26.3M |
| Hein Park Capital Management LP | 19.06% | New | 1,139,227 | $24.1M |
| Silvercrest Asset Management Group LLC | 0.14% | Add +44.9% | 998,505 | $21.1M |
| UBS Group AG | 0.00% | Add +568.4% | 990,158 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.0% | 834,417 | $17.7M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 761,790 | $16.1M |
| Norges Bank | 0.00% | Reduce -8.7% | 746,169 | $15.8M |
| Mesirow Institutional Investment Management, Inc. | 1.10% | Add +12.9% | 677,464 | $14.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -18.0% | 563,554 | $11.9M |
| Hudson Bay Capital Management LP | 0.08% | Add +954.3% | 555,767 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.0% | 555,154 | $11.8M |
| Avidity Partners Management LP | 1.09% | Reduce -37.8% | 514,200 | $10.9M |
| WCM Investment Management, LLC | 0.02% | Reduce -1.9% | 512,057 | $10.5M |
| Raymond James Financial Inc. | 0.00% | — | 478,488 | $10.1M |
| Morgan Stanley | 0.00% | Add +3.9% | 462,809 | $9.8M |
| Pentwater Capital Management LP | 0.16% | New | 425,000 | $9.0M |
| Dimension Capital Management LLC | 1.46% | Add +144.8% | 422,476 | $8.9M |
| Troluce Capital Advisors LLC | 0.87% | New | 409,154 | $8.7M |
| Kennedy Capital Management LLC | 0.18% | Add +58.7% | 392,087 | $8.3M |
| Walleye Capital LLC | 0.09% | Reduce -21.8% | 390,500 | $8.3M |
| Pier Capital, LLC | 1.16% | Add +15.9% | 382,493 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.6% | 369,557 | $7.8M |
| Bank of New York Mellon Corp | 0.00% | Add +17.7% | 340,776 | $7.2M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -1.3% | 299,438 | $6.3M |
| First Eagle Investment Management, LLC | 0.01% | Add +17.3% | 292,278 | $6.2M |
| Ardsley Advisory Partners LP | 1.11% | Add +6.0% | 270,200 | $5.7M |
| BNP Paribas Financial Markets | 0.00% | Add +1448.0% | 257,213 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -60.3% | 220,276 | $4.7M |
| Caption Management, LLC | 0.18% | New | 208,033 | $4.4M |
| Sivik Global Healthcare LLC | 2.34% | Reduce -13.0% | 200,000 | $4.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.29% | Reduce -0.5% | 199,012 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 188,966 | $4.0M |
| ExodusPoint Capital Management, LP | 0.04% | Add +686.8% | 182,300 | $3.9M |
| State of Wisconsin Investment Board | 0.01% | Add +8.8% | 164,260 | $3.5M |
| Barclays PLC | 0.00% | Add +9.3% | 141,094 | $3.0M |
| Swiss National Bank | 0.00% | No change | 137,100 | $2.9M |
| Voya Investment Management LLC | 0.00% | Add +411.9% | 127,707 | $2.7M |
| Rhumbline Advisers | 0.00% | Add +1.3% | 121,852 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 103,035 | $2.2M |
| Centiva Capital, LP | 0.08% | Add +171.7% | 102,150 | $2.2M |
| LMR Partners LLP | 0.05% | New | 101,800 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +20.4% | 96,512 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 93,308 | $2.0M |
| Citigroup Inc. | 0.00% | Add +61.8% | 93,218 | $2.0M |
| Thornburg Investment Management Inc. | 0.03% | Reduce -1.5% | 89,687 | $1.9M |
| Holocene Advisors, LP | 0.01% | Reduce -33.5% | 87,511 | $1.9M |
| Sterling Capital Management LLC | 0.02% | Add +41.6% | 84,065 | $1.8M |
| Freestone Grove Partners LP | 0.02% | — | 79,211 | $1.7M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 77,737 | $1.6M |
| Redwood Investments, LLC | 0.44% | Reduce -2.1% | 76,882 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -42.5% | 71,337 | $1.5M |
| Boothbay Fund Management, LLC | 0.05% | New | 68,442 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.06% | Add +25.2% | 67,443 | $1.4M |
| Alberta Investment Management Corp | 0.01% | Add +128.9% | 67,180 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.8% | 66,144 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 66,028 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 65,864 | $1.4M |
| Tranquility Partners, LLC | 0.49% | No change | 61,892 | $1.3M |
| Engineers Gate Manager LP | 0.02% | New | 58,442 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 56,931 | $1.2M |
| Citadel Advisors | 0.00% | Add +472.1% | 53,364 | $1.1M |
| NFJ Investment Group, LLC | 0.04% | Reduce -1.2% | 51,736 | $1.1M |
| Moore Capital Management, LP | 0.02% | No change | 50,000 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +8.8% | 49,549 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Add +6.0% | 47,027 | $996K |
| Versor Investments LP | 0.17% | Add +450.0% | 46,200 | $978K |
| Cubist Systematic Strategies, LLC | 0.02% | New | 45,677 | $967K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 43,902 | $929K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 43,678 | $925K |
| Sei Investments Co. | 0.00% | Add +13.9% | 43,666 | $924K |
| Two Sigma Investments, LP | 0.00% | Add +93.6% | 43,338 | $917K |
| Wesbanco Bank Inc. | 0.03% | No change | 39,363 | $833K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 38,182 | $808K |
| Tudor Investment Corporation | 0.01% | New | 34,954 | $740K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 32,707 | $692K |
| Intech Investment Management LLC | 0.01% | Add +60.1% | 31,160 | $660K |
| Sanctuary Advisors, LLC | 0.00% | Add +27.5% | 24,778 | $638K |
| NINE MASTS CAPITAL Ltd | 0.12% | New | 28,648 | $606K |
| MIdWestOne Financial Group, Inc. | 0.08% | Reduce -61.9% | 27,984 | $592K |
| HSBC Holdings PLC | 0.00% | Reduce -14.0% | 27,182 | $574K |
| Ameriprise Financial Inc. | 0.00% | Reduce -97.7% | 26,570 | $562K |
| Maven Securities LTD | 0.09% | New | 25,000 | $529K |
| Pathstone Holdings, LLC | 0.00% | Reduce -56.7% | 24,833 | $526K |
| Group One Trading LLC | 0.02% | Add +2015.0% | 24,830 | $526K |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.