Surgery Partners Ownership | Who Owns Surgery Partners?
Surgery Partners Ownership Summary
Surgery Partners is owned by 108.66% institutional investors, 1.12% insiders. Bain capital investors is the largest institutional shareholder, holding 39.65% of SGRY shares. Janus Henderson US Opportunistic Alpha is the top mutual fund, with 3.96% of its assets in Surgery Partners shares.
SGRY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Surgery Partners | 108.66% | 1.12% | -9.77% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Care Facilities Stocks | 77.86% | 10.71% | 11.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 39.65% | $1.19B |
| Fmr | 17.76M | 14.10% | $422.63M |
| Wellington management group llp | 10.46M | 8.31% | $248.93M |
| Blackrock | 7.64M | 6.06% | $181.68M |
| Vanguard group | 7.47M | 5.93% | $177.74M |
| Clearbridge investments | 5.59M | 4.43% | $132.88M |
| Deerfield management company, l.p. (series c) | 4.71M | 3.74% | $111.99M |
| Janus henderson group | 4.31M | 3.42% | $102.60M |
| Dimensional fund advisors lp | 2.80M | 2.22% | $66.64M |
| Geode capital management | 1.82M | 1.45% | $43.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 25.23% | $1.19B |
| Thorntree capital partners lp | 999.95K | 4.05% | $23.79M |
| Columbus hill capital management | 541.05K | 2.64% | $12.87M |
| Sivik global healthcare | 250.00K | 2.14% | $5.95M |
| Cannon global investment management | 18.00K | 1.99% | $428.22K |
| Deerfield management company, l.p. (series c) | 4.71M | 1.86% | $111.99M |
| Avidity partners management lp | 1.31M | 1.32% | $31.08M |
| Pier capital | 328.29K | 1.16% | $7.81M |
| Mesirow institutional investment management | 516.97K | 1.08% | $12.30M |
| Dimension capital management | 210.60K | 1.02% | $5.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janus henderson group | 4.31M | 0.05% | 1.81M |
| Deerfield management company, l.p. (series c) | 4.71M | 1.86% | 1.52M |
| Blackrock | 7.64M | 0.00% | 1.28M |
| Point72 asset management | 1.23M | 0.08% | 1.23M |
| Norges bank | 842.88K | 0.00% | 842.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Durable capital partners lp | - | - | -2.88M |
| Invesco | 1.01M | 0.01% | -1.31M |
| Fmr | 17.76M | 0.03% | -1.23M |
| Rock springs capital management lp | - | - | -985.00K |
| Price t rowe associates inc /md/ | 380.01K | 0.00% | -648.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Point72 asset management | 1.23M | 0.08% | 1.23M | $29.29M |
| Norges bank | 842.88K | 0.00% | 842.88K | $20.05M |
| E. ohman j:or asset management ab | 676.20K | 0.40% | 676.20K | $16.09M |
| Silvercrest asset management group | 456.73K | 0.07% | 456.73K | $10.87M |
| Lombard odier asset management (europe) | 175.00K | 0.20% | 175.00K | $4.16M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -8.00 |
| Bell investment advisors | -16.00 |
| National bank of canada /fi/ | -35.00 |
| Valley national advisers | -55.00 |
| Cibc private wealth group | -108.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 196 | 3.70% | 137,095,474 | -3.38% | 108 | 0.86% | 104 | -11.11% | 60 | 25.00% |
| Jun 30, 2024 | 188 | - | 141,891,167 | 4.06% | 112 | 0.96% | 116 | 9.43% | 48 | -2.04% |
| Mar 31, 2024 | 188 | 2.17% | 136,361,030 | 0.97% | 108 | 0.94% | 106 | -7.83% | 49 | 4.26% |
| Dec 31, 2023 | 184 | 6.36% | 135,048,388 | 0.68% | 107 | 0.94% | 115 | 13.86% | 47 | 6.82% |
| Sep 30, 2023 | 173 | -1.14% | 134,136,059 | 0.81% | 106 | 0.94% | 101 | -10.62% | 44 | 15.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson US Opportunistic Alpha | 5.04M | 3.96% | 1.18M |
| Janus Henderson Contrarian D | 5.04M | 3.96% | 774.05K |
| Janus Henderson Opportunistic Alpha MA | 3.86M | 3.04% | 3.86M |
| Fidelity Select Health Care | 3.75M | 2.95% | 150.00K |
| Vanguard Health Care Inv | 3.61M | 2.84% | - |
| Vanguard Explorer Inv | 2.67M | 2.10% | -349.38K |
| Vanguard Total Stock Mkt Idx Inv | 2.41M | 1.90% | -16.50K |
| Fidelity Advisor Health Care I | 2.28M | 1.79% | 30.00K |
| Strategic Advisers Fidelity US TtlStk | 2.07M | 1.62% | 150.00K |
| iShares Russell 2000 ETF | 1.98M | 1.56% | -4.45K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2024 | Bane Harrison R. | National Group President | Sell | $196.74K |
| Jun 12, 2024 | Burkhalter Danielle | Chief Human Resources Officer | Sell | $158.31K |
| May 31, 2024 | Owens Bradley R. | National Group President | Sell | $165.90K |
| Mar 14, 2024 | Doherty David T | Chief Financial Officer | Sell | $20.61K |
| Mar 11, 2024 | Evans Jason Eric | Chief Executive Officer | Sell | $58.41K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 30 |
| 2023 Q4 | - | 6 |
| 2023 Q3 | - | 3 |
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