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Free · no sign-up · Q2 2026

Which funds own SGRY

Surgery Partners Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $304m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
3
at least, of 91 current
Combined value
$304m
as reported
Opened
1
new this quarter
Added to
1
already held
Trimmed or sold out
1
1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Janus Henderson Group Ltd
Long-only · $245bn book
$233m0.1%13,882,155+$72m+341,770Added
Davidson Kempner Capital Management LP
Long/short equity · $8.4bn book
$56m0.7%3,336,464+$16m0Held
Oaktree Capital Management LP
Activist · $7.2bn book
$15m0.2%862,588opened862,588New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 4 of the 95 managers whose filings are on file listed SGRY in Q2 2026, against 1 in Q4 2015. 1 manager fewer than in Q1 2026: 1 started a position; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
048Q4 2015: 1Q2 2016: 1Q3 2016: 2Q1 2017: 117Q2 2017: 2Q3 2017: 1Q4 2017: 1Q1 2018: 118Q2 2018: 1Q3 2018: 1Q4 2018: 1Q2 2019: 1Q2 2020: 1Q3 2020: 1Q1 2021: 121Q2 2021: 2Q3 2021: 3Q4 2021: 5Q1 2022: 522Q2 2022: 4Q3 2022: 3Q4 2022: 5Q1 2023: 623Q2 2023: 6Q3 2023: 6Q4 2023: 6Q1 2024: 824Q2 2024: 8Q3 2024: 8Q4 2024: 7Q1 2025: 725Q2 2025: 6Q3 2025: 7Q4 2025: 5Q1 2026: 526Q2 2026: 4
  • Q4 2015: 1
  • Q2 2016: 1
  • Q3 2016: 2
  • Q1 2017: 1
  • Q2 2017: 2
  • Q3 2017: 1
  • Q4 2017: 1
  • Q1 2018: 1
  • Q2 2018: 1
  • Q3 2018: 1
  • Q4 2018: 1
  • Q2 2019: 1
  • Q2 2020: 1
  • Q3 2020: 1
  • Q1 2021: 1
  • Q2 2021: 2
  • Q3 2021: 3
  • Q4 2021: 5
  • Q1 2022: 5
  • Q2 2022: 4
  • Q3 2022: 3
  • Q4 2022: 5
  • Q1 2023: 6
  • Q2 2023: 6
  • Q3 2023: 6
  • Q4 2023: 6
  • Q1 2024: 8
  • Q2 2024: 8
  • Q3 2024: 8
  • Q4 2024: 7
  • Q1 2025: 7
  • Q2 2025: 6
  • Q3 2025: 7
  • Q4 2025: 5
  • Q1 2026: 5
  • Q2 2026: 4
Their combined reported value
$0$734m$1bnQ4 2015: $2.3mQ2 2016: $3.1mQ3 2016: $35mQ1 2017: $31m17Q2 2017: $36mQ3 2017: $414kQ4 2017: $363kQ1 2018: $6.5m18Q2 2018: $2.0mQ3 2018: $1.2mQ4 2018: $994kQ2 2019: $1.9mQ2 2020: $4.8mQ3 2020: $3.2mQ1 2021: $271k21Q2 2021: $484mQ3 2021: $14mQ4 2021: $668mQ1 2022: $778m22Q2 2022: $470mQ3 2022: $67mQ4 2022: $928mQ1 2023: $1.2bn23Q2 2023: $1.5bnQ3 2023: $958mQ4 2023: $1.0bnQ1 2024: $1.1bn24Q2 2024: $469mQ3 2024: $1.1bnQ4 2024: $428mQ1 2025: $504m25Q2 2025: $380mQ3 2025: $375mQ4 2025: $316mQ1 2026: $230m26Q2 2026: $311m
  • Q4 2015: $2.3m
  • Q2 2016: $3.1m
  • Q3 2016: $35m
  • Q1 2017: $31m
  • Q2 2017: $36m
  • Q3 2017: $414k
  • Q4 2017: $363k
  • Q1 2018: $6.5m
  • Q2 2018: $2.0m
  • Q3 2018: $1.2m
  • Q4 2018: $994k
  • Q2 2019: $1.9m
  • Q2 2020: $4.8m
  • Q3 2020: $3.2m
  • Q1 2021: $271k
  • Q2 2021: $484m
  • Q3 2021: $14m
  • Q4 2021: $668m
  • Q1 2022: $778m
  • Q2 2022: $470m
  • Q3 2022: $67m
  • Q4 2022: $928m
  • Q1 2023: $1.2bn
  • Q2 2023: $1.5bn
  • Q3 2023: $958m
  • Q4 2023: $1.0bn
  • Q1 2024: $1.1bn
  • Q2 2024: $469m
  • Q3 2024: $1.1bn
  • Q4 2024: $428m
  • Q1 2025: $504m
  • Q2 2025: $380m
  • Q3 2025: $375m
  • Q4 2025: $316m
  • Q1 2026: $230m
  • Q2 2026: $311m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Largest decreases, by shares

ManagerValue over timeFirst listedLargestQ2 2026
Janus Henderson Group LtdQ1 2024$288m$233m
Davidson Kempner Capital Management LPQ4 2025$56m$56m
Oaktree Capital Management LPQ2 2026$14m$14m
Hudson Bay Capital Management LPQ2 2017$12m$7.2m
Fidelity (FMR LLC)Q2 2021$853mlast listed Q3 2024
Wellington Management Group LLPQ4 2022$317mlast listed Q1 2025
Durable Capital Partners LPQ4 2021$242mlast listed Q2 2024
Point72 Asset Management LPQ2 2020$73mlast listed Q4 2024
Glenview Capital Management LLCQ2 2025$60mlast listed Q1 2026
Farallon Capital Management LLCQ2 2025$43mlast listed Q3 2025
Neuberger Berman Group LLCQ3 2016$34mlast listed Q2 2017
Verition Fund Management LLCQ1 2025$27mlast listed Q1 2025
Walleye Capital LLCQ3 2024$16mlast listed Q3 2024
Woodline Partners LPQ3 2020$12mlast listed Q1 2025

What SGRY is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SGRY →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

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The holdings, every quarter, and the week between

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