SGRY Institutional Ownership
Surgery Partners, Inc.
1W: -7.5%
1M: -4.7%
3M: -21.6%
YTD: -12.7%
1Y: -37.1%
3Y: -52.9%
5Y: -68.3%
$13.32
+0.09 (+0.68%)
Weekly Expected Move ±10.4%
$11
$12
$13
$15
$16
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — SGRY
221
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
38
New Positions
73
Increased
79
Reduced
28
Closed
0.62
Put/Call Ratio
Ownership Trends
Top Institutional Holders (246 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bain Capital Investors LLC | 49,946,972 | $665M | — | +0.0% | 36Q | SEC ↗ |
| 2 | Jupiter Topco LLC NEW | 13,882,155 | $185M | — | +0.0% | 1Q | SEC ↗ |
| 3 | JANUS HENDERSON GROUP PLC | 13,540,385 | $180M | +2,401 | +0.0% | 14Q | SEC ↗ |
| 4 | Pentwater Capital Management LP | 11,630,000 | $155M | -1,025,000 | -8.1% | 7Q | SEC ↗ |
| 5 | UBS Group AG | 8,573,413 | $114M | -1,618,368 | -15.9% | 43Q | SEC ↗ |
| 6 | BlackRock, Inc. | 6,241,503 | $83M | +580,715 | +10.3% | 8Q | SEC ↗ |
| 7 | KING STREET CAPITAL MANAGEMENT, L.P. | 6,058,141 | $81M | -4,171,589 | -40.8% | 8Q | SEC ↗ |
| 8 | T. Rowe Price Investment Management, I | 5,916,197 | $79M | +3,966,477 | +203.4% | 4Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 4,943,713 | $66M | -352,698 | -6.7% | 37Q | SEC ↗ |
| 10 | Clearbridge Investments, LLC | 3,823,179 | $51M | -294,877 | -7.2% | 43Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,737,712 | $50M | +109,281 | +3.0% | 2Q | SEC ↗ |
| 12 | VANGUARD CAPITAL MANAGEMENT LLC | 3,509,535 | $47M | +78,740 | +2.3% | 2Q | SEC ↗ |
| 13 | Davidson Kempner Capital Management LP | 3,336,464 | $44M | — | +0.0% | 3Q | SEC ↗ |
| 14 | HSBC HOLDINGS PLC | 2,958,912 | $39M | +1,043,244 | +54.5% | 12Q | SEC ↗ |
| 15 | FMR LLC | 2,149,009 | $29M | -42,456 | -1.9% | 30Q | SEC ↗ |
| 16 | STATE STREET CORP | 2,140,905 | $29M | +187,127 | +9.6% | 43Q | SEC ↗ |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 2,116,579 | $28M | +114,205 | +5.7% | 43Q | SEC ↗ |
| 18 | NOMURA HOLDINGS INC | 1,525,108 | $20M | +801,868 | +110.9% | 6Q | SEC ↗ |
| 19 | UBS AM, a distinct business unit of UB | 1,471,492 | $20M | -117,876 | -7.4% | 25Q | SEC ↗ |
| 20 | LMR Partners LLP | 1,360,587 | $18M | +260,587 | +23.7% | 3Q | SEC ↗ |
| 21 | MORGAN STANLEY | 1,232,751 | $16M | +220,574 | +21.8% | 43Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 1,212,766 | $16M | -27,216 | -2.2% | 15Q | SEC ↗ |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 1,083,812 | $14M | +323,471 | +42.5% | 28Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,081,600 | $14M | -25,650 | -2.3% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 1,081,600 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 1,079,626 | $14M | -200,926 | -15.7% | 15Q | SEC ↗ |
| 27 | Hein Park Capital Management LP NEW | 1,068,621 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Varde Management, L.P. | 1,003,447 | $13M | +248,009 | +32.8% | 2Q | SEC ↗ |
| 29 | Whitefort Capital Management, LP | 901,332 | $12M | -9,804 | -1.1% | 5Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 867,776 | $12M | +69,982 | +8.8% | 7Q | SEC ↗ |
| 31 | OAKTREE CAPITAL MANAGEMENT LP NEW | 862,588 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Sea Cliff Partners Management, LP | 845,864 | $11M | -193,935 | -18.7% | 3Q | SEC ↗ |
| 33 | NORTHERN TRUST CORP | 741,577 | $10M | +62,932 | +9.3% | 43Q | SEC ↗ |
| 34 | Man Group plc | 697,552 | $9M | -248,967 | -26.3% | 3Q | SEC ↗ |
| 35 | MANUFACTURERS LIFE INSURANCE COMPANY, | 653,470 | $9M | +15,423 | +2.4% | 29Q | SEC ↗ |
| 36 | KENNEDY CAPITAL MANAGEMENT LLC | 547,967 | $7M | +391,345 | +249.9% | 38Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 508,254 | $7M | +18,678 | +3.8% | 2Q | SEC ↗ |
| 38 | DIMENSION CAPITAL MANAGEMENT LLC | 450,606 | $6M | -80,000 | -15.1% | 29Q | SEC ↗ |
| 39 | Hudson Bay Capital Management LP | 426,592 | $6M | -181,170 | -29.8% | 8Q | SEC ↗ |
| 40 | Quinn Opportunity Partners LLC | 323,860 | $4M | -90,000 | -21.7% | 6Q | SEC ↗ |
| 41 | Pier Capital, LLC | 322,265 | $4M | +19 | +0.0% | 19Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 320,288 | $4M | -16,096 | -4.8% | 39Q | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 320,206 | $4M | +19,185 | +6.4% | 43Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 291,280 | $4M | -110,271 | -27.5% | 33Q | SEC ↗ |
| 45 | PRELUDE CAPITAL MANAGEMENT, LLC | 218,805 | $3M | +191,062 | +688.7% | 5Q | SEC ↗ |
| 46 | Invesco Ltd. | 203,358 | $3M | -5,565 | -2.7% | 42Q | SEC ↗ |
| 47 | CastleKnight Management LP | 200,700 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 48 | Nuveen, LLC | 191,487 | $3M | +24,690 | +14.8% | 6Q | SEC ↗ |
| 49 | Penn Capital Management Company, LLC NEW | 175,083 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | SIRIOS CAPITAL MANAGEMENT L P | 172,976 | $2M | -26,078 | -13.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 13,882,155 | $185M |
| Sixth Street Partners Management Co | 1,081,600 | $14M |
| Hein Park Capital Management LP | 1,068,621 | $14M |
| OAKTREE CAPITAL MANAGEMENT LP | 862,588 | $11M |
| Penn Capital Management Company, LL | 175,083 | $2M |
| Allianz Asset Management GmbH | 140,000 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 130,100 | $2M |
| MIRABELLA FINANCIAL SERVICES LLP | 65,430 | $872K |
| Balyasny Asset Management L.P. | 64,377 | $858K |
| ZACKS INVESTMENT MANAGEMENT | 64,181 | $855K |
| SEI INVESTMENTS CO | 32,864 | $438K |
| NATIXIS ADVISORS, LLC | 26,421 | $352K |
| Counterpoint Mutual Funds LLC | 22,172 | $295K |
| Squarepoint Ops LLC | 18,333 | $244K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18,154 | $242K |
| MACKENZIE FINANCIAL CORP | 16,853 | $224K |
| State of Wyoming | 15,571 | $207K |
| Blackstone Inc. | 15,343 | $204K |
| Abel Hall, LLC | 10,315 | $137K |
| Fulcrum Asset Management LLP | 7,340 | $98K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GLENVIEW CAPITAL MANAGEMENT, LLC | 1,800,000 | $24M |
| Irenic Capital Management LP | 711,000 | $9M |
| MILLENNIUM MANAGEMENT LLC | 423,840 | $6M |
| Clearline Capital LP | 314,144 | $4M |
| Verition Fund Management LLC | 281,196 | $4M |
| AYAL Capital Advisors Ltd | 225,000 | $3M |
| Sivik Global Healthcare LLC | 200,000 | $3M |
| Jain Global LLC | 174,114 | $2M |
| Weiss Asset Management LP | 158,589 | $2M |
| Walleye Trading LLC | 134,613 | $2M |
| Edgestream Partners, L.P. | 134,572 | $2M |
| Atom Investors LP | 134,053 | $2M |
| WESBANCO BANK INC | 120,000 | $2M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 112,623 | $2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 100,192 | $1M |
| TIG Advisors, LLC | 86,212 | $1M |
| JANE STREET GROUP, LLC | 71,790 | $956K |
| AMERICAN CENTURY COMPANIES INC | 69,099 | $920K |
| MANGROVE PARTNERS IM, LLC | 39,525 | $526K |
| IMC-Chicago, LLC | 31,676 | $422K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| T. Rowe Price Investment Management | +3,966,477 | +203.4% | 5,916,197 |
| HSBC HOLDINGS PLC | +1,043,244 | +54.5% | 2,958,912 |
| NOMURA HOLDINGS INC | +801,868 | +110.9% | 1,525,108 |
| BlackRock, Inc. | +580,715 | +10.3% | 6,241,503 |
| KENNEDY CAPITAL MANAGEMENT LLC | +391,345 | +249.9% | 547,967 |
| VICTORY CAPITAL MANAGEMENT INC | +323,471 | +42.5% | 1,083,812 |
| LMR Partners LLP | +260,587 | +23.7% | 1,360,587 |
| Varde Management, L.P. | +248,009 | +32.8% | 1,003,447 |
| MORGAN STANLEY | +220,574 | +21.8% | 1,232,751 |
| PRELUDE CAPITAL MANAGEMENT, LLC | +191,062 | +688.7% | 218,805 |
| STATE STREET CORP | +187,127 | +9.6% | 2,140,905 |
| GEODE CAPITAL MANAGEMENT, LLC | +114,205 | +5.7% | 2,116,579 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +109,281 | +3.0% | 3,737,712 |
| FIRST TRUST ADVISORS LP | +100,350 | +246.3% | 141,088 |
| TD Asset Management Inc | +92,174 | +139.8% | 158,094 |
| MARSHALL WACE, LLP | +82,536 | +643.5% | 95,362 |
| VANGUARD CAPITAL MANAGEMENT LLC | +78,740 | +2.3% | 3,509,535 |
| RAYMOND JAMES FINANCIAL INC | +69,982 | +8.8% | 867,776 |
| NORTHERN TRUST CORP | +62,932 | +9.3% | 741,577 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +61,960 | +131.0% | 109,264 |