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SGRY in the 13F filings

Surgery Partners Inc · CUSIP 86881A100

Sector · Health care services and research
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
12 Aug 2025
latest of these filings; the earliest 12 May 2025
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
21,139,335
combined, among listed positions
Reported value
$504m
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SGRY in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Janus Henderson Group Ltd11,643,051$279m0.15%Added+88,20615 May 2025 (the filing on sec.gov)
Wellington Management Group LLP7,091,756$168munder 0.1%Added+1,165,66713 May 2025 (the filing on sec.gov)
Verition Fund Management LLC1,155,945$27m0.13%Newnew15 May 2025 (the filing on sec.gov)
Woodline Partners LP525,400$12m0.08%Newnew15 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP470,000$11munder 0.1%Trimmed-85,76714 May 2025 (the filing on sec.gov)
Caxton Associates LLP183,183$4.4m0.15%Newnew16 May 2025 (the filing on sec.gov)
Moore Capital Management LP70,000$1.7munder 0.1%Added+20,00012 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0246820172018202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SGRY by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20151$2.3mn.a.n.a.
Q2 20161$3.1mn.a.n.a.
Q3 20162$35mn.a.n.a.
Q1 20171$31mn.a.n.a.
Q2 20172$36mn.a.n.a.
Q3 20171$414kn.a.n.a.
Q4 20171$363kn.a.n.a.
Q1 20181$6.5mn.a.n.a.
Q2 20181$2.0mn.a.n.a.
Q3 20181$1.2mn.a.n.a.
Q4 20181$994kn.a.n.a.
Q2 20191$1.9mn.a.n.a.
Q2 20201$4.8mn.a.n.a.
Q3 20201$3.2mn.a.n.a.
Q1 20211$271kn.a.n.a.
Q2 20212$484mn.a.n.a.
Q3 20213$14mn.a.n.a.
Q4 20215$668mn.a.n.a.
Q1 20225$778mn.a.n.a.
Q2 20224$470mn.a.n.a.
Q3 20223$67mn.a.n.a.
Q4 20225$928mn.a.n.a.
Q1 20236$1.2bnn.a.n.a.
Q2 20236$1.5bnn.a.n.a.
Q3 20236$958mn.a.n.a.
Q4 20236$1.0bn42
Q1 20248$1.1bn71
Q2 20248$469m43
Q3 20248$1.1bn45
Q4 20247$428m41
Q1 20257$504m62
Q2 20256$380m52
Q3 20257$375m33
Q4 20255$316m1114
Q1 20265$230m108
Q2 20264$311m129

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SGRY and UNH →SGRY and ELV →SGRY and CI →Choose a stock to compare with SGRY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SGRY, latest filings →Back to the 13F Explorer →