SURGERY PARTNERS INC (SGRY) is held by 108 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Janus Henderson Group Ltd. as of Q1 2026.

Are institutions buying or selling SGRY?

In Q1 2026, 59 institutions opened or increased positions in SURGERY PARTNERS INC while 43 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SGRY?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SURGERY PARTNERS INC.

How many hedge funds hold SGRY?

108 institutional investors report holding SURGERY PARTNERS INC (SGRY) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SGRY?

As of Q1 2026, tracked institutions in SURGERY PARTNERS INC show 59 buyers versus 43 sellers — net inflows.

SURGERY PARTNERS INC

SGRY·86881A100·US·Common Stock·Healthcare - Medical Care Facilities-Activist

108

Holders

(10 Elite)

$1.2B

Total Value

58% (102)

Consensus

59 buying - 43 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 108 funds

10 elite

Who's Trading

ActivistPEPentwater Capital Management LP9.7%May 15, 2026

Activist

FMR LLC1.7%May 6, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

InsiderEEEvans Jason EricSell $254KMar 16, 2026

InsiderDTDoherty David TSell $111KMar 16, 2026

InsiderBMBrittenham MarissaSell $46KMar 13, 2026

InsiderBDBurkhalter DanielleSell $45KMar 13, 2026

InsiderBJBaldock JenniferSell $76KMar 12, 2026

InsiderEEEvans Jason EricSell $158KMar 6, 2026

InsiderBJBaldock JenniferSell $138KMar 6, 2026

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Janus Henderson Group Ltd.	Increased	13.5M(+0.0%)	$161.4M	0.1%	-30.77%	30
PEPentwater Capital Management LP	Increased	12.7M(+26.6%)	$150.8M	0.8%	-20.10%	53
KING STREET CAPITAL MANAGEMENT, L.P.	Unchanged	10.2M	$121.9M	37.2%	-28.85%	0
UBS Group AG	Increased	10.2M(+30.6%)	$121.5M	0.0%	-7.13%	38
BlackRock, Inc.	Decreased	5.7M(-0.5%)	$67.5M	0.0%	-20.16%	0
DIMENSIONAL FUND ADVISORS LP	Increased	5.3M(+8.0%)	$63.1M	0.0%	-38.44%	32
Clearbridge Investments, LLC	Decreased	4.1M(-2.6%)	$49.1M	0.0%	-17.81%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	3.6M	$43.3M	0.0%	+17.82%	40
VAVANGUARD CAPITAL MANAGEMENT LLC	New	3.4M	$40.9M	0.0%	+17.82%	40
FMR LLC	Decreased	2.2M(-66.7%)	$26.1M	0.0%	-20.84%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	2M(+3.0%)	$23.9M	0.0%	-46.34%	29
STATE STREET CORP	Increased	2M(+4.3%)	$23.3M	0.0%	-45.47%	30
HSBC HOLDINGS PLC	Decreased	1.9M(-0.8%)	$22.6M	0.0%	-12.45%	0
GLGLENVIEW CAPITAL MANAGEMENT, LLC	Decreased	1.8M(-53.3%)	$21.5M	0.5%	-17.16%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	1.6M(+44.4%)	$18.9M	0.0%	-29.41%	38
GOLDMAN SACHS GROUP INC	Decreased	1.3M(-34.7%)	$15.3M	0.0%	-0.20%	0
BANK OF AMERICA CORP /DE/	Increased	1.2M(+97.9%)	$14.8M	0.0%	-8.69%	45
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.1M(+11.8%)	$13.2M	0.0%	-37.78%	31
LMR Partners LLP	Increased	1.1M(+205.3%)	$13.1M	0.0%	+13.21%	45
MORGAN STANLEY	Decreased	1M(-11.3%)	$12.1M	0.0%	-24.36%	0