Surgery Partners Inc (SGRY) Ownership

26.90 ↑0.35 (1.32%)
As of November 29, 2022, 3:59pm EST.

Institutional Ownership

Bain Capital Investors LLC is the biggest individual institutional holder of Surgery Partners Inc (SGRY), owning a total of 49.1 million shares. Combined, the top 20 institutional holders of SGRY own 95.27% of the company with a total of 85.7 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SGRY by 1.3 million shares. 7 institutions bought 1,404,634 total additional shares and increased their ownership by an average of 42.91%. However 1 institutions sold 138,702 total shares and decreased their ownership by an average of 13.05%.

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 1,265,932 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc4.197%0.611%3,775,56622,9362022-09-30
Durable Capital Partners LP2.373%25.967%2,134,229439,9492022-09-30
Dimensional Fund Advisors, Inc.1.477%1.227%1,328,32816,1032022-09-30
Victory Capital Management Inc.1.028%-13.046%924,481-138,7022022-09-30
Cannell Peter B & CO Inc0.992%146.967%892,155530,9102022-09-30
State Street Corporation0.940%9.708%845,30674,8012022-09-30
Iron Triangle Partners LP0.611%105.089%550,000281,8242022-09-30
WCM Investment Management0.435%10.782%391,58938,1112022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Bain Capital Investors LLC54.543%0.000%49,064,57602022-06-30
FMR Inc14.990%13.528%13,484,5231,606,7762022-06-30
ClearBridge Advisors, LLC4.827%6.352%4,341,837259,3252022-06-30
Vanguard Group Inc4.197%0.611%3,775,56622,9362022-09-30
T. Rowe Price Associates, Inc.2.434%-17.738%2,189,764-472,1572022-06-30
Durable Capital Partners LP2.373%25.967%2,134,229439,9492022-09-30
Amvescap Plc.1.712%-0.596%1,540,274-9,2372022-06-30
Dimensional Fund Advisors, Inc.1.477%1.227%1,328,32816,1032022-09-30
Point72 Asset Management, L.P.1.096%381.435%985,912781,1262022-06-30
Victory Capital Management Inc.1.028%-13.046%924,481-138,7022022-09-30
Cannell Peter B & CO Inc0.992%146.967%892,155530,9102022-09-30
State Street Corporation0.940%9.708%845,30674,8012022-09-30
Geode Capital Management, LLC0.787%6.149%708,01941,0142022-06-30
Hood River Capital Management LLC0.749%4.563%673,58329,3942022-06-30
Iron Triangle Partners LP0.611%105.089%550,000281,8242022-09-30
Federated Hermes Inc0.572%-50.990%514,218-534,9822022-06-30
Polar Capital Holdings PLC0.551%0.000%495,69502022-06-30
Nuveen Asset Management, LLC0.529%4.038%475,59818,4602022-06-30
WCM Investment Management0.435%10.782%391,58938,1112022-09-30
Northern Trust Corp0.424%7.988%381,70528,2362022-06-30

Mutual Fund Ownership

Fidelity® Balanced is the biggest individual fund holder of Surgery Partners Inc (SGRY), owning a total of 2.7 million shares. Combined, the top 20 mutual fund holders of SGRY own 27.04% of the company with a total of 24.3 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of SGRY by 38 thousand shares. 4 funds bought 38,097 total additional shares and increased their ownership by an average of 1.39%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Surgery Partners increased by a net total of 38,097 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ClearBridge Small Cap Growth2.870%0.000%2,581,86902022-10-31
Vanguard Total Stock Mkt Idx Inv1.340%0.000%1,205,63802022-10-31
Vanguard Small Cap Index1.160%1.412%1,043,57914,5262022-10-31
iShares Russell 2000 ETF0.981%0.328%882,7042,8882022-10-31
Vanguard Small Cap Growth Index Inv0.671%1.669%603,2999,9012022-10-31
Vanguard Extended Market Index Investor0.565%2.169%507,83710,7822022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity® Balanced2.950%6.277%2,653,535156,7292022-08-31
ClearBridge Small Cap Growth2.870%0.000%2,581,86902022-10-31
ClearBridge Small Cap Growth A2.870%-0.946%2,581,869-24,6602022-09-30
Fidelity® Select Health Care2.350%0.680%2,114,28114,2812022-09-30
Fidelity Advisor® Health Care I1.567%0.700%1,409,8009,8002022-09-30
Vanguard Total Stock Mkt Idx Inv1.340%0.000%1,205,63802022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.340%0.363%1,205,6384,3602022-09-30
ClearBridge Select I1.240%6.398%1,115,55267,0822022-09-30
Invesco OFI Small Cap Growth1.215%5.952%1,092,85261,3902022-09-30
Invesco Discovery A1.215%0.000%1,092,85202022-09-30
Vanguard Small Cap Index1.160%1.412%1,043,57914,5262022-10-31
Fidelity® Select Health Care Svcs Port1.080%0.341%971,1003,3002022-09-30
Fidelity® Small Cap Growth1.000%-0.956%899,860-8,6862022-08-31
iShares Russell 2000 ETF0.981%0.328%882,7042,8882022-10-31
UBS: US Equity Small Cap Growth0.905%0.000%813,91302022-06-30
Vanguard Small Cap Growth Index Inv0.671%1.669%603,2999,9012022-10-31
Fidelity® Blue Chip Growth0.641%0.000%576,68002022-09-30
Vanguard Extended Market Index Investor0.565%2.169%507,83710,7822022-10-31
Fidelity® Series Small Cap Opps0.552%0.000%496,70002022-08-31
T. Rowe Price Health Sciences0.524%-10.644%471,237-56,1342022-09-30

Discussions

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uncomfortable_comf

$SGRY I already know
tomorrow the bulls going to say "next week" just like every week.

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