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Surgery Partners, Inc. hedge fund holdings

SGRYNASDAQ
$13.33+0.01 (+0.08% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SGRY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-34.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20259989$428M$347M192Aug 14, 2025
Q3 20257474$367M$183M184Nov 14, 2025
Q4 20255888$274M$211M172Feb 14, 2026
Q1 20267458$170M$150M175May 15, 2026
Q2 20268061$164M$224M178Aug 14, 2026

Quarterly action breakdown

Q2 2026
178 filers
New position
27
$28.7M+1.71M sh
Increased
53
$136M+8.07M sh
Reduced
40
-$169M-10.1M sh
Out / sold
21
-$55.3M-3.29M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
King Street Capital Management, L.P.Reduce 40.78%-$70.1M$102M53.66%Aug 14, 2026
T. Rowe Price Investment Management, Inc.Added 203.44%+$66.6M$99.4M0.07%Aug 14, 2026
Glenview Capital Management, LLCSell 100%-$21.5M$00.00%Aug 14, 2026
Hein Park Capital Management LPNew Buy+$18M$18M35.74%Aug 14, 2026
Pentwater Capital Management LPReduce 8.10%-$17.2M$195M1.19%Aug 14, 2026
Nomura Holdings IncAdded 110.87%+$13.5M$25.6M0.03%Aug 14, 2026
Irenic Capital Management LPSell 100%-$8.48M$00.00%Aug 14, 2026
Kennedy Capital Management LLCAdded 249.87%+$6.57M$9.21M0.16%Aug 14, 2026
Varde Management, L.P.Added 32.83%+$4.17M$16.9M24.64%Aug 14, 2026
Clearline Capital LPSell 100%-$3.74M$00.00%Aug 14, 2026
Sea Cliff Partners Management, LPReduce 18.65%-$3.26M$14.2M6.30%Aug 14, 2026
Penn Capital Management Company, LLCNew Buy+$2.94M$2.94M0.19%Jul 30, 2026
Rock Springs Capital Management LPReduce 59.62%-$2.08M$1.41M0.07%Aug 14, 2026
First Trust Advisors LPAdded 246.33%+$1.69M$2.37M0.00%Aug 11, 2026
Empowered Funds, LLCReduce 88.15%-$1.61M$216K0.00%Aug 17, 2026
Quinn Opportunity Partners LLCReduce 21.75%-$1.51M$5.44M0.25%Aug 14, 2026
Wesbanco Bank IncSell 100%-$1.43M$00.00%Jul 28, 2026
Dimension Capital Management LLCReduce 15.08%-$1.34M$7.57M0.89%Aug 14, 2026
Zacks Investment ManagementNew Buy+$1.08M$1.08M0.01%Aug 13, 2026
Marble Bar Asset Management LLPAdded 194.35%+$517K$783K0.54%Aug 14, 2026
Sirios Capital Management L PReduce 13.10%-$438K$2.91M0.35%Aug 14, 2026
IMC-Chicago, LLCSell 100%-$378K$00.00%Aug 6, 2026
VARCOV Co.Sell 100%-$312K$00.00%Aug 14, 2026
Evergreen Capital Management LLCNew Buy+$305K$305K0.01%Jul 23, 2026
Clear Harbor Asset Management, LLCSell 100%-$249K$00.00%Aug 12, 2026
ADAR1 Capital Management, LLCSell 100%-$238K$00.00%Aug 14, 2026
Holocene Advisors, LPAdded 11.51%+$236K$2.29M0.01%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 23.69%+$234K$1.22M0.00%Aug 13, 2026
Aristeia Capital, L.L.C.Reduce 50.53%-$204K$199K0.00%Aug 14, 2026
Whitefort Capital Management, LPReduce 1.08%-$165K$15.1M3.73%Aug 14, 2026
Quantinno Capital Management LPAdded 9.42%+$131K$1.52M0.00%Aug 13, 2026
Graham Capital Management, L.P.Sell 100%-$123K$00.00%Aug 14, 2026
Fulcrum Asset Management LLPNew Buy+$122K$122K0.01%Aug 18, 2026
Twin Securities, Inc.Sell 100%-$119K$00.00%Aug 14, 2026
Tranquility Partners, LLCAdded 10.08%+$115K$1.26M0.43%Jul 23, 2026
Cullen/Frost Bankers, Inc.New Buy+$54.6K$54.6K0.00%Jul 27, 2026
Inspire Investing, LLCReduce 6.31%-$46K$683K0.03%Aug 12, 2026
Level Four Advisory Services, LLCAdded 19.44%+$38.7K$238K0.01%Aug 10, 2026
Nomura Asset Management Co LtdSell 100%-$10.7K$00.00%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 40.73%-$8.48K$12.3K0.00%Aug 13, 2026
Handelsbanken Fonder ABAdded 2.76%+$8.39K$312K0.00%Jul 10, 2026
Continuum Advisory, LLCNew Buy+$4.86K$4.86K0.00%Aug 6, 2026
Bogart Wealth, LLCNew Buy+$1.81K$1.81K0.00%Jul 24, 2026
Harbor Capital Advisors, Inc.Reduce 5.35%-$1.47K$26K0.00%Aug 7, 2026
Bare Financial Services, IncNew Buy+$638$6380.00%Jul 27, 2026
Financial Consulate, IncNew Buy+$504$5040.00%Jul 23, 2026
Sunrise Financial Services, LLCSell 100%-$429$00.00%Aug 12, 2026
Camelot Portfolios, LLCReduce 0.15%-$336$230K0.16%Jul 17, 2026
Pier Capital, LLCAdded 0.01%+$319$5.41M0.72%Aug 5, 2026
Buck Wealth Strategies, LLCNew Buy+$269$2690.00%Jul 30, 2026
Stone House Investment Management, LLCNew Buy+$134$1340.00%Aug 5, 2026
Fiduciary Financial AdvisorsNew Buy+$101$1010.00%Aug 14, 2026
Dunhill Financial, LLCSell 100%-$26$00.00%Aug 7, 2026
Hughes Financial Services, LLCSell 100%-$12$00.00%Jul 20, 2026

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