Surgery Partners Inc (SGRY) Ownership

24.55 ↓0.29 (-1.17%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Bain Capital Investors LLC is the biggest individual institutional holder of Surgery Partners Inc (SGRY), owning a total of 49.9 million shares. Combined, the top 34 institutional holders of SGRY own 105.35% of the company with a total of 133.2 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders increased their combined ownership of SGRY by 733 thousand shares. 16 institutions bought 10,298,614 total additional shares and increased their ownership by an average of 1,793.15%. However 4 institutions sold 9,566,014 total shares and decreased their ownership by an average of 14.84%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Surgery Partners increased by a net total of 732,600 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bain Capital Investors LLC	39.450%	-14.252%	49,946,972	-8,301,277	2023-12-31
FMR Inc	14.479%	-3.391%	18,331,456	-643,376	2023-12-31
Wellington Management Company LLP	6.570%	3.683%	8,318,176	295,476	2023-12-31
Vanguard Group Inc	5.859%	10.401%	7,417,609	698,845	2023-12-31
BlackRock Inc	4.930%	14.745%	6,241,972	802,105	2023-12-31
ClearBridge Advisors, LLC	4.364%	4.694%	5,525,671	247,762	2023-12-31
Durable Capital Partners LP	4.326%	1.938%	5,477,303	104,115	2023-12-31
Jefferies Financial Group Inc	3.604%	28,457.900%	4,563,265	4,547,286	2023-12-31
Amvescap Plc.	3.005%	5.568%	3,805,039	200,682	2023-12-31
Goldman Sachs Group Inc	1.600%	62.728%	2,025,548	780,803	2023-12-31
Dimensional Fund Advisors, Inc.	1.454%	8.820%	1,840,212	149,146	2023-12-31
Geode Capital Management, LLC	1.309%	15.562%	1,656,939	223,130	2023-12-31
State Street Corporation	1.271%	6.726%	1,608,541	101,369	2023-12-31
Avidity Partners Management LP	0.921%	-12.860%	1,165,932	-172,068	2023-12-31
T. Rowe Price Associates, Inc.	0.875%	-28.857%	1,107,671	-449,293	2023-12-31
Iron Triangle Partners LP	0.825%	0.000%	1,044,530	1,044,530	2023-12-31
NORGES BANK	0.636%	85.136%	805,396	370,366	2023-12-31
Northern Trust Corp	0.607%	12.376%	768,919	84,680	2023-12-31
ThornTree Capital Partners LP	0.511%	0.000%	647,367	647,367	2023-12-31
Victory Capital Management Inc.	0.446%	0.169%	565,032	952	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bain Capital Investors LLC	39.450%	-14.252%	49,946,972	-8,301,277	2023-12-31
FMR Inc	14.479%	-3.391%	18,331,456	-643,376	2023-12-31
Wellington Management Company LLP	6.570%	3.683%	8,318,176	295,476	2023-12-31
Vanguard Group Inc	5.859%	10.401%	7,417,609	698,845	2023-12-31
BlackRock Inc	4.930%	14.745%	6,241,972	802,105	2023-12-31
ClearBridge Advisors, LLC	4.364%	4.694%	5,525,671	247,762	2023-12-31
Durable Capital Partners LP	4.326%	1.938%	5,477,303	104,115	2023-12-31
Jefferies Financial Group Inc	3.604%	28,457.900%	4,563,265	4,547,286	2023-12-31
Amvescap Plc.	3.005%	5.568%	3,805,039	200,682	2023-12-31
Goldman Sachs Group Inc	1.600%	62.728%	2,025,548	780,803	2023-12-31
Dimensional Fund Advisors, Inc.	1.454%	8.820%	1,840,212	149,146	2023-12-31
Geode Capital Management, LLC	1.309%	15.562%	1,656,939	223,130	2023-12-31
Point72 Asset Management, L.P.	1.282%	-11.467%	1,621,604	-210,040	2023-06-30
State Street Corporation	1.271%	6.726%	1,608,541	101,369	2023-12-31
Deerfield Management Co	1.153%	0.000%	1,460,000	1,460,000	2023-09-30
Avidity Partners Management LP	0.921%	-12.860%	1,165,932	-172,068	2023-12-31
T. Rowe Price Associates, Inc.	0.875%	-28.857%	1,107,671	-449,293	2023-12-31
Iron Triangle Partners LP	0.825%	0.000%	1,044,530	1,044,530	2023-12-31
T. Rowe Price Investment Management,Inc.	0.846%	0.000%	1,037,413	1,037,413	2022-09-30
American Century Companies Inc	0.702%	5.705%	888,171	47,935	2023-09-30
NORGES BANK	0.636%	85.136%	805,396	370,366	2023-12-31
Hood River Capital Management LLC	0.626%	4.202%	791,324	31,909	2023-03-31
Northern Trust Corp	0.607%	12.376%	768,919	84,680	2023-12-31
ThornTree Capital Partners LP	0.511%	0.000%	647,367	647,367	2023-12-31
Victory Capital Management Inc.	0.446%	0.169%	565,032	952	2023-12-31
Polar Capital Holdings PLC	0.439%	11.564%	553,018	57,323	2022-09-30
Charles Schwab Investment Management Inc	0.426%	4.787%	539,473	24,645	2023-09-30
Susquehanna International Group, LLP	0.423%	5.856%	535,275	29,613	2023-09-30
Cannell Peter B & CO Inc	0.416%	-41.075%	525,705	-366,450	2022-12-31
Federated Hermes Inc	0.453%	-50.990%	514,218	-534,982	2022-06-30
Ardsley Advisory Partners	0.412%	44.286%	505,000	155,000	2022-09-30
LMR Partners LLP	0.395%	0.000%	500,000	500,000	2022-12-31
Nuveen Asset Management, LLC	0.386%	-1.849%	488,564	-9,203	2023-03-31
WCM Investment Management	0.345%	10.782%	391,589	38,111	2022-09-30

Mutual Fund Ownership

Select Health Care is the biggest individual fund holder of Surgery Partners Inc (SGRY), owning a total of 3.9 million shares. Combined, the top 35 mutual fund holders of SGRY own 47.89% of the company with a total of 60.5 million shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of SGRY by 57 thousand shares. 2 funds bought 15,896 total additional shares and increased their ownership by an average of 0.73%. However 2 funds sold 73,079 total shares and decreased their ownership by an average of 1.65%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Surgery Partners decreased by a net total of -57,183 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ClearBridge Small Cap Growth	2.137%	0.000%	2,705,006	0	2024-03-31
ClearBridge Small Cap Growth A	2.137%	-1.003%	2,705,006	-27,395	2024-03-31
Vanguard Small Cap Index	1.530%	-2.305%	1,936,628	-45,684	2024-03-31
ClearBridge Select I	1.142%	0.000%	1,445,374	0	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.869%	1.269%	1,100,040	13,780	2024-03-31
Vanguard Small Cap Growth Index Inv	0.866%	0.193%	1,096,001	2,116	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Select Health Care	3.083%	0.000%	3,900,000	0	2023-10-31
Fidelity® Select Health Care	3.083%	0.000%	3,900,000	0	2023-10-31
Fidelity Select Health Care	2.765%	2.941%	3,500,000	100,000	2024-02-29
Fidelity® Balanced	2.220%	-2.530%	2,807,756	-72,892	2023-10-31
ClearBridge Small Cap Growth	2.137%	0.000%	2,705,006	0	2024-03-31
ClearBridge Small Cap Growth A	2.137%	-1.003%	2,705,006	-27,395	2024-03-31
Fidelity Balanced	1.961%	-4.308%	2,483,156	-111,800	2024-01-31
Vanguard Total Stock Mkt Idx Inv	1.879%	-0.311%	2,379,175	-7,410	2024-02-29
Vanguard Explorer Inv	1.848%	1.498%	2,339,567	34,523	2023-12-31
Fidelity Advisor® Health Care I	1.790%	-13.558%	2,264,785	-355,215	2023-11-30
Fidelity Advisor Health Care I	1.738%	0.917%	2,200,000	20,000	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	1.706%	16.624%	2,158,491	307,671	2023-03-31
Vanguard Health Care Inv	1.705%	0.000%	2,158,143	0	2023-12-31
Vanguard Small Cap Index	1.530%	-2.305%	1,936,628	-45,684	2024-03-31
iShares Russell 2000 ETF	1.465%	0.515%	1,854,870	9,496	2024-03-28
Strategic Advisers Fidelity US TtlStk	1.313%	12.522%	1,662,520	185,010	2024-02-29
Invesco Discovery A	1.285%	0.574%	1,626,746	9,287	2024-02-29
Invesco OFI Small Cap Growth	1.243%	12.752%	1,573,482	177,961	2023-12-31
ClearBridge Select I	1.142%	0.000%	1,445,374	0	2024-03-31
Select Health Care Svcs Port	0.972%	1.909%	1,229,325	23,029	2023-11-30
Fidelity Select Health Care Svcs Port	0.971%	0.000%	1,229,325	0	2024-02-29
Fidelity® Select Health Care Svcs Port	0.954%	8.344%	1,206,296	92,899	2023-10-31
Strategic Advisers® Fidelity US TtlStk	0.933%	-0.583%	1,179,760	-6,920	2023-11-30
Vanguard Institutional Extnd Mkt Idx Tr	0.869%	1.269%	1,100,040	13,780	2024-03-31
Vanguard Small Cap Growth Index Inv	0.866%	0.193%	1,096,001	2,116	2024-03-31
UBS: US Equity Small Cap Growth	0.796%	23.747%	1,007,189	193,276	2023-12-31
Vanguard Extended Market Index Investor	0.765%	-0.018%	967,530	-178	2023-08-31
Fidelity Small Cap Growth	0.762%	-0.121%	964,480	-1,164	2024-01-31
Fidelity® Small Cap Growth	0.722%	-0.121%	913,544	-1,109	2023-10-31
Fidelity Series Small Cap Opps	0.651%	-0.937%	824,692	-7,800	2024-01-31
T. Rowe Price Health Sciences	0.646%	-31.007%	817,781	-367,531	2023-12-31
Wellington Global Hlthcr Eq USD G Ac	0.644%	88.544%	814,712	382,605	2023-10-31
Fidelity® Blue Chip Growth	0.467%	-0.049%	572,616	-281	2022-11-30
Fidelity® VIP Health Care Initial	0.409%	70.548%	501,384	207,400	2022-11-30
Fidelity® Series Small Cap Opps	0.438%	0.000%	496,700	0	2022-09-30