Surgery Partners Ownership 2024 | Who Owns Surgery Partners Now?
Institutional Ownership
112.64%
Insider Ownership
1.12%
Retail Ownership
-13.75%
Institutional Holders
188.00
Surgery Partners Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 39.65% | 25.23% | 49,946,972 | - | - | 1,188,238,464 | Jun 30, 2024 |
| FMR LLC | 14.10% | 0.03% | 17,764,998 | -1,225,790 | -6.45% | 422,629,303 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.31% | 0.04% | 10,463,586 | 351,682 | 3.48% | 248,928,711 | Jun 30, 2024 |
| BLACKROCK INC. | 6.06% | 0.00% | 7,636,766 | 1,278,456 | 20.11% | 181,678,663 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.93% | 0.00% | 7,471,064 | -7,945 | -0.11% | 177,736,613 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 4.43% | 0.11% | 5,585,530 | 73,007 | 1.32% | 132,879,747 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3.74% | 1.86% | 4,707,287 | 1,520,484 | 47.71% | 111,986,358 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 3.42% | 0.05% | 4,312,918 | 1,808,670 | 72.22% | 102,603,248 | Jun 30, 2024 |
| DURABLE CAPITAL PARTNERS LP | 2.29% | 0.56% | 2,881,227 | -1,903,236 | -39.78% | 68,544,390 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.22% | 0.02% | 2,801,091 | 589,499 | 26.66% | 66,642,540 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.45% | 0.00% | 1,821,449 | 113,325 | 6.63% | 43,340,502 | Jun 30, 2024 |
| STATE STREET CORP | 1.44% | 0.00% | 1,809,864 | 82,746 | 4.79% | 43,056,665,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.17% | 0.01% | 1,479,184 | 698,295 | 89.42% | 35,189,788 | Jun 30, 2024 |
| AVIDITY PARTNERS MANAGEMENT LP | 1.04% | 1.32% | 1,306,477 | -138,523 | -9.59% | 31,081,088 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.98% | 0.08% | 1,231,124 | 1,231,124 | 100.00% | 29,288,430 | Jun 30, 2024 |
| INVESCO LTD. | 0.80% | 0.01% | 1,009,384 | -1,307,042 | -56.42% | 24,013,245 | Jun 30, 2024 |
| THORNTREE CAPITAL PARTNERS LP | 0.79% | 4.05% | 999,949 | 453,869 | 83.11% | 23,788,787 | Jun 30, 2024 |
| NORGES BANK | 0.67% | 0.00% | 842,876 | 842,876 | 100.00% | 20,052,020 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.58% | 0.00% | 733,936 | 76,143 | 11.58% | 17,460,337 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.57% | 0.00% | 715,047 | -26,549 | -3.58% | 17,010,967,000 | Jun 30, 2024 |
Surgery Partners's largest institutional shareholder is BAIN CAPITAL INVESTORS LLC, holding 39.65% of the company's total share outstanding, currently valued at $1.19B. The top 10 institutional shareholders own together 90.16% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 39.65% | 25.23% | 49,946,972 | - | - | 1,188,238,464 | Jun 30, 2024 |
| THORNTREE CAPITAL PARTNERS LP | 0.79% | 4.05% | 999,949 | 453,869 | 83.11% | 23,788,787 | Jun 30, 2024 |
| COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | 0.43% | 2.64% | 541,046 | 153,654 | 39.66% | 12,871,484 | Jun 30, 2024 |
| SIVIK GLOBAL HEALTHCARE LLC | 0.20% | 2.14% | 250,000 | 60,000 | 31.58% | 5,948,000 | Jun 30, 2024 |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | 0.01% | 1.99% | 18,000 | -2,600 | -12.62% | 428,220 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3.74% | 1.86% | 4,707,287 | 1,520,484 | 47.71% | 111,986,358 | Jun 30, 2024 |
| AVIDITY PARTNERS MANAGEMENT LP | 1.04% | 1.32% | 1,306,477 | -138,523 | -9.59% | 31,081,088 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 0.26% | 1.16% | 328,293 | -29,265 | -8.18% | 7,810,090 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.41% | 1.08% | 516,967 | 516,967 | 100.00% | 12,298,645 | Jun 30, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 0.17% | 1.02% | 210,598 | 45,500 | 27.56% | 5,010,126 | Jun 30, 2024 |
| REDWOOD INVESTMENTS, LLC | 0.08% | 0.78% | 96,683 | -1,525 | -1.55% | 2,285,648 | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | 0.15% | 0.66% | 190,000 | 5,000 | 2.70% | 4,520,100 | Jun 30, 2024 |
| TRANQUILITY PARTNERS, LLC | 0.05% | 0.57% | 61,892 | 4,192 | 7.27% | 1,472,411 | Jun 30, 2024 |
| DURABLE CAPITAL PARTNERS LP | 2.29% | 0.56% | 2,881,227 | -1,903,236 | -39.78% | 68,544,390 | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.16% | 0.45% | 200,000 | 200,000 | 100.00% | 4,758,000 | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 0.54% | 0.40% | 676,200 | 676,200 | 100.00% | 16,086,798 | Jun 30, 2024 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 0.12% | 0.31% | 145,000 | 145,000 | 100.00% | 3,449,550 | Jun 30, 2024 |
| MIDWESTONE FINANCIAL GROUP, INC. | 0.06% | 0.30% | 70,786 | 10,340 | 17.11% | 1,683,999 | Jun 30, 2024 |
| MEADOWBROOK INVESTMENT ADVISORS LLC | 0.01% | 0.28% | 12,320 | 1,690 | 15.90% | 293,093 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.33% | 0.21% | 410,125 | -8,494 | -2.03% | 9,756,874 | Jun 30, 2024 |
The largest Surgery Partners shareholder by % of total assets is BAIN CAPITAL INVESTORS LLC. The company owns 49.95M shares of Surgery Partners (SGRY), representing 25.23% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 3.42% | 0.05% | 4,312,918 | 1,808,670 | 72.22% | 102,603,248 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3.74% | 1.86% | 4,707,287 | 1,520,484 | 47.71% | 111,986,358 | Jun 30, 2024 |
| BLACKROCK INC. | 6.06% | 0.00% | 7,636,766 | 1,278,456 | 20.11% | 181,678,663 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.98% | 0.08% | 1,231,124 | 1,231,124 | 100.00% | 29,288,430 | Jun 30, 2024 |
| NORGES BANK | 0.67% | 0.00% | 842,876 | 842,876 | 100.00% | 20,052,020 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.17% | 0.01% | 1,479,184 | 698,295 | 89.42% | 35,189,788 | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 0.54% | 0.40% | 676,200 | 676,200 | 100.00% | 16,086,798 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.22% | 0.02% | 2,801,091 | 589,499 | 26.66% | 66,642,540 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.41% | 1.08% | 516,967 | 516,967 | 100.00% | 12,298,645 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.36% | 0.07% | 456,731 | 456,731 | 100.00% | 10,865,630 | Jun 30, 2024 |
| THORNTREE CAPITAL PARTNERS LP | 0.79% | 4.05% | 999,949 | 453,869 | 83.11% | 23,788,787 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.35% | 0.00% | 443,370 | 435,984 | 5902.84% | 10,547,765 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.31% | 0.04% | 10,463,586 | 351,682 | 3.48% | 248,928,711 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.39% | 0.00% | 486,458 | 287,783 | 144.85% | 11,572,836 | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.16% | 0.45% | 200,000 | 200,000 | 100.00% | 4,758,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.27% | 0.00% | 341,034 | 181,694 | 114.03% | 8,113,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.14% | 0.20% | 175,000 | 175,000 | 100.00% | 4,163,250 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.45% | 0.00% | 566,799 | 172,308 | 43.68% | 13,484,149 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.43% | 0.02% | 536,489 | 170,034 | 46.40% | 12,763,073 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.36% | 0.10% | 454,716 | 166,680 | 57.87% | 10,817,694 | Jun 30, 2024 |
As of Jun 30 2024, Surgery Partners's largest institutional buyer is JANUS HENDERSON GROUP PLC. The company purchased 1.81M stocks of SGRY, valued at $102.60M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DURABLE CAPITAL PARTNERS LP | 2.29% | 0.56% | 2,881,227 | -1,903,236 | -39.78% | 68,544,390 | Jun 30, 2024 |
| INVESCO LTD. | 0.80% | 0.01% | 1,009,384 | -1,307,042 | -56.42% | 24,013,245 | Jun 30, 2024 |
| FMR LLC | 14.10% | 0.03% | 17,764,998 | -1,225,790 | -6.45% | 422,629,303 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | - | - | - | -985,000 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.30% | 0.00% | 380,006 | -648,650 | -63.06% | 9,041,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -328,126 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.08% | 0.00% | 101,040 | -320,097 | -76.01% | 2,403,742 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -315,903 | -100.00% | - | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.02% | 0.05% | 22,094 | -293,809 | -93.01% | 528,270 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.02% | 0.00% | 30,738 | -184,934 | -85.75% | 731,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -175,000 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.06% | 0.03% | 72,500 | -150,000 | -67.42% | 1,724,775 | Jun 30, 2024 |
| AVIDITY PARTNERS MANAGEMENT LP | 1.04% | 1.32% | 1,306,477 | -138,523 | -9.59% | 31,081,088 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.44% | 0.01% | 553,361 | -106,767 | -16.17% | 13,164,458 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.00% | 12,716 | -103,674 | -89.07% | 302,514 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 0.03% | 0.00% | 37,392 | -97,276 | -72.23% | 889,556 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -92,322 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -53,804 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.04% | 0.10% | 46,962 | -47,306 | -50.18% | 1,117,226 | Jun 30, 2024 |
As of Jun 30 2024, Surgery Partners's biggest institutional seller is DURABLE CAPITAL PARTNERS LP. The company sold -1.90M shares of SGRY, valued at $68.54M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | 0.98% | 0.08% | 1,231,124 | 1,231,124 | 100.00% | 29,288,430 | Jun 30, 2024 |
| NORGES BANK | 0.67% | 0.00% | 842,876 | 842,876 | 100.00% | 20,052,020 | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 0.54% | 0.40% | 676,200 | 676,200 | 100.00% | 16,086,798 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.36% | 0.07% | 456,731 | 456,731 | 100.00% | 10,865,630 | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.16% | 0.45% | 200,000 | 200,000 | 100.00% | 4,758,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.14% | 0.20% | 175,000 | 175,000 | 100.00% | 4,163,250 | Jun 30, 2024 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 0.12% | 0.31% | 145,000 | 145,000 | 100.00% | 3,449,550 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.08% | 0.00% | 100,000 | 100,000 | 100.00% | 2,379,000 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.04% | 0.02% | 50,768 | 50,768 | 100.00% | 1,207,771 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.01% | 42,866 | 42,866 | 100.00% | 1,019,782 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.01% | 41,318 | 41,318 | 100.00% | 982,955 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 39,048 | 39,048 | 100.00% | 928,952 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.03% | 0.01% | 35,100 | 35,100 | 100.00% | 835,029 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.02% | 0.11% | 23,050 | 23,050 | 100.00% | 548,360 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.02% | 0.00% | 20,204 | 20,204 | 100.00% | 480,653 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.01% | 0.00% | 18,938 | 18,938 | 100.00% | 450,535 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.04% | 14,774 | 14,774 | 100.00% | 351,000 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 11,506 | 11,506 | 100.00% | 273,728 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.11% | 11,245 | 11,245 | 100.00% | 267,519 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 11,165 | 11,165 | 100.00% | 263,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 8,574 | 8,574 | 100.00% | 203,975,000 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 452 | 452 | 100.00% | 10,763 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 172 | 172 | 100.00% | 4,092 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | - | 76 | 76 | 100.00% | 2,267 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 75 | 75 | 100.00% | 1,824 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 8 | 8 | 100.00% | 190 | Jun 30, 2024 |
Surgery Partners's largest new institutional shareholder by number of shares is POINT72 ASSET MANAGEMENT, L.P., purchased 1.23M shares, valued at $29.29M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROCK SPRINGS CAPITAL MANAGEMENT LP | - | - | - | -985,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -328,126 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -315,903 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -175,000 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -92,322 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -53,804 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -45,477 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -39,406 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -37,272 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -23,132 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -22,814 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -22,302 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -20,891 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -18,570 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -10,858 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -10,423 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -10,073 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -9,151 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -8,965 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -7,861 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -7,846 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,139 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -2,723 | -100.00% | - | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | - | - | - | -282 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -193 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -116 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -35 | -100.00% | - | Jun 30, 2024 |
| BELL INVESTMENT ADVISORS, INC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
Surgery Partners's largest sold out institutional shareholder by shares sold is ROCK SPRINGS CAPITAL MANAGEMENT LP, sold -0.98M shares, valued at -, as of undefined.
Surgery Partners Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 2.14% | 351,145 | - | - | Jan 31, 2024 |
| HIGHLAND FUNDS II | 0.51% | 7,486 | - | - | Dec 31, 2023 |
| BlackRock Innovation & Growth Trust | 0.48% | 508,736 | -141,706 | -21.79% | Mar 31, 2024 |
| Clough Global Equity Fund | 0.46% | 28,300 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.26% | 2,180,000 | -440,000 | -16.79% | Jan 31, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.22% | 747,498 | -70,283 | -8.59% | Mar 31, 2024 |
| Clough Funds Trust | 0.22% | 9,200 | 3,900 | 73.58% | Jan 31, 2023 |
| VANGUARD EXPLORER FUND | 0.21% | 2,591,247 | 286,203 | 12.42% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.20% | 545,000 | 30,000 | 5.83% | Mar 31, 2024 |
| HSBC FUNDS | 0.20% | 6,400 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.19% | 153,874 | 153,874 | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.16% | 31,219 | 31,219 | - | Mar 28, 2024 |
| Clough Global Opportunities Fund | 0.12% | 48,946 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.12% | 446,246 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.11% | 10,002 | 10,002 | - | Feb 29, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.10% | 308,600 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.10% | 49,857 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.08% | 4,150,380 | 8,305 | 0.20% | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.07% | 17,681 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.07% | 4,729,325 | -44,802 | -0.94% | Feb 29, 2024 |
| ALLSPRING VARIABLE TRUST | 0.07% | 45,141 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.07% | 267,598 | 6,400 | 2.45% | Dec 29, 2023 |
| Humankind Benefit Corp | 0.06% | 1,326 | 19 | 1.45% | Dec 31, 2023 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.06% | 30,070 | 4,610 | 18.11% | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.05% | 458,333 | - | - | Jan 31, 2024 |
| FIDELITY PURITAN TRUST | 0.05% | 2,368,051 | -551,207 | -18.88% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.04% | 360,770 | -51,200 | -12.43% | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.04% | 2,158,143 | - | - | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.04% | 428,254 | 146,200 | 51.83% | Jan 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.04% | 17,100 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.04% | 69,900 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.03% | 2,860,668 | 240,280 | 9.17% | Jan 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.03% | 306,362 | -26,700 | -8.02% | Jan 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.03% | 351,000 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.03% | 505,982 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.02% | 38,596 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 55,524 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 133,519 | -3,714 | -2.71% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.02% | 236,041 | - | - | Mar 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.02% | 1,080,000 | 120,000 | 12.50% | Mar 31, 2024 |
| ROYCE FUND | 0.02% | 134,162 | 76,998 | 134.70% | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 46,100 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 11,373 | -157 | -1.36% | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 1,600 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 27,719 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.02% | 510,755 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 6,521,646 | -1,063,813 | -14.02% | Mar 31, 2024 |
| RBB Fund Trust | 0.01% | 14,363 | 14,363 | - | Feb 29, 2024 |
| FIDELITY CONTRAFUND | 0.01% | 960,017 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 55,945 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 265,000 | 20,000 | 8.16% | Mar 31, 2024 |
| UBS FUNDS | 0.01% | 50,768 | -1,119 | -2.16% | Mar 31, 2024 |
| HIGH INCOME OPPORTUNITIES PORTFOLIO | 0.01% | 120,000 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.01% | 19,905 | - | - | Jan 31, 2024 |
| BARON SELECT FUNDS | 0.01% | 90,000 | 45,000 | 100.00% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,791 | - | - | Mar 31, 2024 |
| WESMARK FUNDS | 0.01% | 25,663 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 222,390 | 27,140 | 13.90% | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.01% | 1,626,746 | 105,145 | 6.91% | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 21,849 | 341 | 1.59% | Feb 29, 2024 |
| HARBOR FUNDS | 0.01% | 142,364 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 13,460 | -2,338 | -14.80% | Feb 29, 2024 |
| Segall Bryant & Hamill Trust | 0.01% | 104,998 | 19,259 | 22.46% | Mar 31, 2024 |
| HIGHLAND GLOBAL ALLOCATION FUND | 0.01% | 5,500 | - | - | Dec 31, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 207,094 | 20,474 | 10.97% | Jan 31, 2024 |
| Weiss Strategic Interval Fund | 0.00% | 14,279 | 14,279 | - | Sep 30, 2022 |
| FIDELITY ADVISOR SERIES I | 0.00% | 665,005 | -59,500 | -8.21% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 724,473 | 85,781 | 13.43% | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 19,244 | -45 | -0.23% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,666 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 52,317 | 2,487 | 4.99% | Jan 31, 2024 |
| BlackRock ETF Trust | 0.00% | 2,360 | - | - | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 21,068 | - | - | Dec 31, 2023 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 224,844 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 71,361 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 8,507 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 10,728 | - | - | Mar 31, 2020 |
| KP Funds | 0.00% | 77,825 | 77,825 | - | Sep 30, 2020 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 23,576 | - | - | Feb 29, 2024 |
| Guardian Variable Products Trust | 0.00% | 26,200 | 200 | 0.77% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 47,182 | -3,673 | -7.22% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 1,886,062 | 544,233 | 40.56% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 17,975 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 595,922 | 38,378 | 6.88% | Jan 31, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 13,959 | 5,763 | 70.31% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 40,072 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 27,806 | 440 | 1.61% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 14,000 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 14,900 | - | - | Mar 31, 2023 |
| AMG FUNDS III | 0.00% | 5,837 | - | - | Mar 28, 2024 |
| NEW COVENANT FUNDS | 0.00% | 4,621 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS SECURITIES TRUST | 0.00% | 36,540 | - | - | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 251,536 | 2,641 | 1.06% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 973,587 | 243,203 | 33.30% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 116,940 | 3,626 | 3.20% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 14,341 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 52,560 | - | - | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 24,920 | -5,220 | -17.32% | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 96,514 | 14,970 | 18.36% | Mar 31, 2024 |
| Global X Funds | 0.00% | 34,139 | 3,952 | 13.09% | Jan 31, 2024 |
Surgery Partners's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 351.14K shares, compromising 2.14% of its total assets.
Surgery Partners Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 188 | - |
| 31 Mar, 24 | 188 | 2.17% |
| 31 Dec, 23 | 184 | 6.36% |
| 30 Sep, 23 | 173 | -1.14% |
| 30 Jun, 23 | 175 | 11.46% |
| 31 Mar, 23 | 157 | -5.42% |
| 31 Dec, 22 | 166 | 21.17% |
| 30 Sep, 22 | 137 | -1.44% |
| 30 Jun, 22 | 139 | -9.15% |
| 31 Mar, 22 | 153 | 3.38% |
| 31 Dec, 21 | 148 | -1.33% |
| 30 Sep, 21 | 150 | - |
| 30 Jun, 21 | 150 | 13.64% |
| 31 Mar, 21 | 132 | 8.20% |
| 31 Dec, 20 | 122 | 12.96% |
| 30 Sep, 20 | 108 | 4.85% |
| 30 Jun, 20 | 103 | 19.77% |
| 31 Mar, 20 | 86 | -14.00% |
| 31 Dec, 19 | 100 | 13.64% |
| 30 Sep, 19 | 88 | -4.35% |
| 30 Jun, 19 | 92 | 12.20% |
| 31 Mar, 19 | 82 | 3.80% |
| 31 Dec, 18 | 79 | - |
| 30 Sep, 18 | 79 | -3.66% |
| 30 Jun, 18 | 82 | -6.82% |
| 31 Mar, 18 | 88 | 3.53% |
| 31 Dec, 17 | 85 | -6.59% |
| 30 Sep, 17 | 91 | 2.25% |
| 30 Jun, 17 | 89 | 1.14% |
| 31 Mar, 17 | 88 | -4.35% |
| 31 Dec, 16 | 92 | 6.98% |
| 30 Sep, 16 | 86 | - |
| 30 Jun, 16 | 86 | 36.51% |
| 31 Mar, 16 | 63 | 1.61% |
| 31 Dec, 15 | 62 | - |
As of 30 Jun 24, 188 institutions are holding Surgery Partners's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 141,891,167 | 4.06% |
| 31 Mar, 24 | 136,361,030 | 0.97% |
| 31 Dec, 23 | 135,048,388 | 0.68% |
| 30 Sep, 23 | 134,136,059 | 0.81% |
| 30 Jun, 23 | 133,053,815 | 2.31% |
| 31 Mar, 23 | 130,054,400 | 0.93% |
| 31 Dec, 22 | 128,860,668 | 37.18% |
| 30 Sep, 22 | 93,933,422 | 1.67% |
| 30 Jun, 22 | 92,389,132 | 1.87% |
| 31 Mar, 22 | 90,692,374 | 2.60% |
| 31 Dec, 21 | 88,393,559 | 9.06% |
| 30 Sep, 21 | 81,052,622 | 0.49% |
| 30 Jun, 21 | 80,655,072 | 39.97% |
| 31 Mar, 21 | 57,623,347 | 20.09% |
| 31 Dec, 20 | 47,984,230 | 0.99% |
| 30 Sep, 20 | 47,512,412 | -1.50% |
| 30 Jun, 20 | 48,236,436 | 2.63% |
| 31 Mar, 20 | 46,998,708 | 3.16% |
| 31 Dec, 19 | 45,559,609 | -4.16% |
| 30 Sep, 19 | 47,535,659 | -0.27% |
| 30 Jun, 19 | 47,665,879 | -0.31% |
| 31 Mar, 19 | 47,815,174 | 0.51% |
| 31 Dec, 18 | 47,570,258 | 0.34% |
| 30 Sep, 18 | 47,408,365 | -0.60% |
| 30 Jun, 18 | 47,696,727 | -0.69% |
| 31 Mar, 18 | 48,029,998 | -2.77% |
| 31 Dec, 17 | 49,398,173 | 6.66% |
| 30 Sep, 17 | 46,315,560 | 148.28% |
| 30 Jun, 17 | 18,654,903 | -2.51% |
| 31 Mar, 17 | 19,135,155 | 5.66% |
| 31 Dec, 16 | 18,110,378 | -2.94% |
| 30 Sep, 16 | 18,658,023 | 0.34% |
| 30 Jun, 16 | 18,594,253 | 7.07% |
| 31 Mar, 16 | 17,366,203 | 6.71% |
| 31 Dec, 15 | 16,274,935 | - |
Surgery Partners (SGRY) has 141.89M shares outstanding as of 30 Jun 24, up 4.06% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 112.64% | 0.96% |
| 31 Mar, 24 | 108.56% | 0.94% |
| 31 Dec, 23 | 107.40% | 0.94% |
| 30 Sep, 23 | 106.70% | 0.94% |
| 30 Jun, 23 | 106.27% | 0.98% |
| 31 Mar, 23 | 103.87% | 0.53% |
| 31 Dec, 22 | 140.14% | 1.26% |
| 30 Sep, 22 | 105.65% | 0.98% |
| 30 Jun, 22 | 103.92% | 0.98% |
| 31 Mar, 22 | 103.07% | 0.69% |
| 31 Dec, 21 | 122.05% | 1.21% |
| 30 Sep, 21 | 100.40% | 0.74% |
| 30 Jun, 21 | 116.44% | 1.05% |
| 31 Mar, 21 | 105.20% | 1.09% |
| 31 Dec, 20 | 98.38% | 1.04% |
| 30 Sep, 20 | 97.20% | 1.00% |
| 30 Jun, 20 | 98.76% | 1.05% |
| 31 Mar, 20 | 96.96% | 1.09% |
| 31 Dec, 19 | 94.28% | 0.97% |
| 30 Sep, 19 | 98.40% | 1.01% |
| 30 Jun, 19 | 98.71% | 1.00% |
| 31 Mar, 19 | 99.52% | 1.01% |
| 31 Dec, 18 | 99.05% | 1.02% |
| 30 Sep, 18 | 98.69% | 1.00% |
| 30 Jun, 18 | 99.33% | 0.99% |
| 31 Mar, 18 | 100.05% | 0.96% |
| 31 Dec, 17 | 102.23% | 1.15% |
| 30 Sep, 17 | 94.37% | 6.29% |
| 30 Jun, 17 | 38.75% | 2.44% |
| 31 Mar, 17 | 39.85% | 2.80% |
| 31 Dec, 16 | 37.72% | 2.50% |
| 30 Sep, 16 | 38.85% | 2.59% |
| 30 Jun, 16 | 38.72% | 2.96% |
| 31 Mar, 16 | 36.17% | 3.14% |
| 31 Dec, 15 | 33.93% | - |
As of 30 Jun 24, Surgery Partners is held by 112.64% institutional shareholders, representing a 0.96% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 116 | 9.43% |
| 31 Mar, 24 | 106 | -7.83% |
| 31 Dec, 23 | 115 | 13.86% |
| 30 Sep, 23 | 101 | -10.62% |
| 30 Jun, 23 | 113 | 31.40% |
| 31 Mar, 23 | 86 | -26.50% |
| 31 Dec, 22 | 117 | 51.95% |
| 30 Sep, 22 | 77 | -4.94% |
| 30 Jun, 22 | 81 | -3.57% |
| 31 Mar, 22 | 84 | 1.20% |
| 31 Dec, 21 | 83 | 18.57% |
| 30 Sep, 21 | 70 | -11.39% |
| 30 Jun, 21 | 79 | 9.72% |
| 31 Mar, 21 | 72 | 16.13% |
| 31 Dec, 20 | 62 | 14.81% |
| 30 Sep, 20 | 54 | 3.85% |
| 30 Jun, 20 | 52 | 8.33% |
| 31 Mar, 20 | 48 | -5.88% |
| 31 Dec, 19 | 51 | - |
| 30 Sep, 19 | 51 | -3.77% |
| 30 Jun, 19 | 53 | 32.50% |
| 31 Mar, 19 | 40 | -16.67% |
| 31 Dec, 18 | 48 | 6.67% |
| 30 Sep, 18 | 45 | 25.00% |
| 30 Jun, 18 | 36 | -7.69% |
| 31 Mar, 18 | 39 | -13.33% |
| 31 Dec, 17 | 45 | -22.41% |
| 30 Sep, 17 | 58 | 18.37% |
| 30 Jun, 17 | 49 | 6.52% |
| 31 Mar, 17 | 46 | -17.86% |
| 31 Dec, 16 | 56 | 21.74% |
| 30 Sep, 16 | 46 | -32.35% |
| 30 Jun, 16 | 68 | 58.14% |
| 31 Mar, 16 | 43 | -29.51% |
| 31 Dec, 15 | 61 | - |
116 institutional shareholders have increased their position in SGRY stock as of 30 Jun 24 compared to 106 in the previous quarter (a 9.43% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 48 | -2.04% |
| 31 Mar, 24 | 49 | 4.26% |
| 31 Dec, 23 | 47 | 6.82% |
| 30 Sep, 23 | 44 | 15.79% |
| 30 Jun, 23 | 38 | -5.00% |
| 31 Mar, 23 | 40 | 48.15% |
| 31 Dec, 22 | 27 | -18.18% |
| 30 Sep, 22 | 33 | -2.94% |
| 30 Jun, 22 | 34 | -19.05% |
| 31 Mar, 22 | 42 | 31.25% |
| 31 Dec, 21 | 32 | -30.43% |
| 30 Sep, 21 | 46 | 15.00% |
| 30 Jun, 21 | 40 | 11.11% |
| 31 Mar, 21 | 36 | -5.26% |
| 31 Dec, 20 | 38 | 5.56% |
| 30 Sep, 20 | 36 | 20.00% |
| 30 Jun, 20 | 30 | 50.00% |
| 31 Mar, 20 | 20 | -33.33% |
| 31 Dec, 19 | 30 | 42.86% |
| 30 Sep, 19 | 21 | -4.55% |
| 30 Jun, 19 | 22 | -4.35% |
| 31 Mar, 19 | 23 | 35.29% |
| 31 Dec, 18 | 17 | -5.56% |
| 30 Sep, 18 | 18 | -47.06% |
| 30 Jun, 18 | 34 | 9.68% |
| 31 Mar, 18 | 31 | 14.81% |
| 31 Dec, 17 | 27 | 58.82% |
| 30 Sep, 17 | 17 | -45.16% |
| 30 Jun, 17 | 31 | -13.89% |
| 31 Mar, 17 | 36 | 44.00% |
| 31 Dec, 16 | 25 | -13.79% |
| 30 Sep, 16 | 29 | 93.33% |
| 30 Jun, 16 | 15 | -11.76% |
| 31 Mar, 16 | 17 | - |
| 31 Dec, 15 | - | - |
48 institutional shareholders have reduced their position in SGRY stock as of 30 Jun 24 compared to 49 in the previous quarter (a -2.04% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 188 | - | 141,891,167 | 4.06% | 112.64% | 0.96% | 116 | 9.43% | 48 | -2.04% |
| 31 Mar, 24 | 188 | 2.17% | 136,361,030 | 0.97% | 108.56% | 0.94% | 106 | -7.83% | 49 | 4.26% |
| 31 Dec, 23 | 184 | 6.36% | 135,048,388 | 0.68% | 107.40% | 0.94% | 115 | 13.86% | 47 | 6.82% |
| 30 Sep, 23 | 173 | -1.14% | 134,136,059 | 0.81% | 106.70% | 0.94% | 101 | -10.62% | 44 | 15.79% |
| 30 Jun, 23 | 175 | 11.46% | 133,053,815 | 2.31% | 106.27% | 0.98% | 113 | 31.40% | 38 | -5.00% |
| 31 Mar, 23 | 157 | -5.42% | 130,054,400 | 0.93% | 103.87% | 0.53% | 86 | -26.50% | 40 | 48.15% |
| 31 Dec, 22 | 166 | 21.17% | 128,860,668 | 37.18% | 140.14% | 1.26% | 117 | 51.95% | 27 | -18.18% |
| 30 Sep, 22 | 137 | -1.44% | 93,933,422 | 1.67% | 105.65% | 0.98% | 77 | -4.94% | 33 | -2.94% |
| 30 Jun, 22 | 139 | -9.15% | 92,389,132 | 1.87% | 103.92% | 0.98% | 81 | -3.57% | 34 | -19.05% |
| 31 Mar, 22 | 153 | 3.38% | 90,692,374 | 2.60% | 103.07% | 0.69% | 84 | 1.20% | 42 | 31.25% |
| 31 Dec, 21 | 148 | -1.33% | 88,393,559 | 9.06% | 122.05% | 1.21% | 83 | 18.57% | 32 | -30.43% |
| 30 Sep, 21 | 150 | - | 81,052,622 | 0.49% | 100.40% | 0.74% | 70 | -11.39% | 46 | 15.00% |
| 30 Jun, 21 | 150 | 13.64% | 80,655,072 | 39.97% | 116.44% | 1.05% | 79 | 9.72% | 40 | 11.11% |
| 31 Mar, 21 | 132 | 8.20% | 57,623,347 | 20.09% | 105.20% | 1.09% | 72 | 16.13% | 36 | -5.26% |
| 31 Dec, 20 | 122 | 12.96% | 47,984,230 | 0.99% | 98.38% | 1.04% | 62 | 14.81% | 38 | 5.56% |
| 30 Sep, 20 | 108 | 4.85% | 47,512,412 | -1.50% | 97.20% | 1.00% | 54 | 3.85% | 36 | 20.00% |
| 30 Jun, 20 | 103 | 19.77% | 48,236,436 | 2.63% | 98.76% | 1.05% | 52 | 8.33% | 30 | 50.00% |
| 31 Mar, 20 | 86 | -14.00% | 46,998,708 | 3.16% | 96.96% | 1.09% | 48 | -5.88% | 20 | -33.33% |
| 31 Dec, 19 | 100 | 13.64% | 45,559,609 | -4.16% | 94.28% | 0.97% | 51 | - | 30 | 42.86% |
| 30 Sep, 19 | 88 | -4.35% | 47,535,659 | -0.27% | 98.40% | 1.01% | 51 | -3.77% | 21 | -4.55% |
| 30 Jun, 19 | 92 | 12.20% | 47,665,879 | -0.31% | 98.71% | 1.00% | 53 | 32.50% | 22 | -4.35% |
| 31 Mar, 19 | 82 | 3.80% | 47,815,174 | 0.51% | 99.52% | 1.01% | 40 | -16.67% | 23 | 35.29% |
| 31 Dec, 18 | 79 | - | 47,570,258 | 0.34% | 99.05% | 1.02% | 48 | 6.67% | 17 | -5.56% |
| 30 Sep, 18 | 79 | -3.66% | 47,408,365 | -0.60% | 98.69% | 1.00% | 45 | 25.00% | 18 | -47.06% |
| 30 Jun, 18 | 82 | -6.82% | 47,696,727 | -0.69% | 99.33% | 0.99% | 36 | -7.69% | 34 | 9.68% |
| 31 Mar, 18 | 88 | 3.53% | 48,029,998 | -2.77% | 100.05% | 0.96% | 39 | -13.33% | 31 | 14.81% |
| 31 Dec, 17 | 85 | -6.59% | 49,398,173 | 6.66% | 102.23% | 1.15% | 45 | -22.41% | 27 | 58.82% |
| 30 Sep, 17 | 91 | 2.25% | 46,315,560 | 148.28% | 94.37% | 6.29% | 58 | 18.37% | 17 | -45.16% |
| 30 Jun, 17 | 89 | 1.14% | 18,654,903 | -2.51% | 38.75% | 2.44% | 49 | 6.52% | 31 | -13.89% |
| 31 Mar, 17 | 88 | -4.35% | 19,135,155 | 5.66% | 39.85% | 2.80% | 46 | -17.86% | 36 | 44.00% |
| 31 Dec, 16 | 92 | 6.98% | 18,110,378 | -2.94% | 37.72% | 2.50% | 56 | 21.74% | 25 | -13.79% |
| 30 Sep, 16 | 86 | - | 18,658,023 | 0.34% | 38.85% | 2.59% | 46 | -32.35% | 29 | 93.33% |
| 30 Jun, 16 | 86 | 36.51% | 18,594,253 | 7.07% | 38.72% | 2.96% | 68 | 58.14% | 15 | -11.76% |
| 31 Mar, 16 | 63 | 1.61% | 17,366,203 | 6.71% | 36.17% | 3.14% | 43 | -29.51% | 17 | - |
| 31 Dec, 15 | 62 | - | 16,274,935 | - | 33.93% | - | 61 | - | - | - |
Surgery Partners Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Surgery Partners's stock was made by Burkhalter Danielle on Jun 13 2024, selling 6,000 shares at $26.39 per share (valued at $158.31K).
Surgery Partners Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 5 | 2 | 250.00% |
| Q1 2024 | 12 | 30 | 40.00% |
| Q4 2023 | 1 | 13 | 7.69% |
| Q3 2023 | - | 3 | - |
| Q2 2023 | 5 | 3 | 166.67% |
| Q1 2023 | 15 | 35 | 42.86% |
| Q4 2022 | 5 | 1 | 500.00% |
| Q3 2022 | - | 3 | - |
| Q2 2022 | 5 | 9 | 55.56% |
| Q1 2022 | 16 | 34 | 47.06% |
| Q3 2021 | 1 | 2 | 50.00% |
| Q2 2021 | 2 | 12 | 16.67% |
| Q1 2021 | 31 | 29 | 106.90% |
| Q4 2020 | 1 | 9 | 11.11% |
| Q3 2020 | - | 4 | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 11 | 4 | 275.00% |
| Q4 2019 | - | 2 | - |
| Q3 2019 | 3 | 3 | 100.00% |
| Q2 2019 | 6 | 2 | 300.00% |
5 total buy trades, and 2 total sell trades (buy/sell ratio of 2.50%) were made by Surgery Partners's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 30 | - |
| Q4 2023 | - | 6 | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 34 | - |
| Q4 2022 | 2 | 1 | 200.00% |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 8 | - |
| Q1 2022 | - | 32 | - |
| Q3 2021 | 1 | 2 | 50.00% |
| Q2 2021 | - | 8 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 3 | - | - |
| Q2 2019 | - | 1 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Surgery Partners's stocks.
Surgery Partners Peer Ownership
| Ticker | Company |
|---|---|
| HCSG | Healthcare Services Group, Inc. |
| CCM | Concord Medical Services Holdings Limited |
| INNV | InnovAge Holding Corp. |
| PNTG | The Pennant Group, Inc. |
| EHAB | Enhabit, Inc. |
| EHC | Encompass Health Corporation |
| UHS | Universal Health Services, Inc. |
| SEM | Select Medical Holdings Corporation |
| ADUS | Addus HomeCare Corporation |
| ENSG | The Ensign Group, Inc. |
SGRY Ownership FAQ
Who Owns Surgery Partners?
Surgery Partners is owned by institutional shareholders (112.64%), insiders (1.12%), and public (-13.75%). The largest institutional shareholder of Surgery Partners is BAIN CAPITAL INVESTORS LLC (39.65% of total shares) and the top mutual fund owner is Manager Directed Portfolios (2.14% of total shares).
Who are the major institutional shareholders of Surgery Partners?
Surgery Partners's major institutional shareholders are BAIN CAPITAL INVESTORS LLC, FMR LLC, WELLINGTON MANAGEMENT GROUP LLP, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 74.05% of the company's share outstanding.
How many Surgery Partners shareholders are there?
As of Jun 2024, there are 188 institutional shareholders of Surgery Partners.
What percentage of Surgery Partners is owned by BAIN CAPITAL INVESTORS LLC?
BAIN CAPITAL INVESTORS LLC owns 49.95M shares of Surgery Partners, representing 39.65% of the company's total shares outstanding, valued at $1.19B (as of Jun 2024).
What percentage of Surgery Partners is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 17.76M shares of Surgery Partners (SGRY), compromising 14.10% of the company, valued at $422.63M.
What percentage of Surgery Partners is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of Surgery Partners. The company owns 10.46M of the company's shares outstanding (worth $248.93M).