Surgery Partners, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BAIN CAPITAL INVESTORS LLC | 02/14/2025 | 49.95 M | $1.06 B | 0.00% | 39.59% |
FMR LLC | 02/13/2025 | 16.28 M | $344.69 M | -11.09% | 12.90% |
JANUS HENDERSON GROUP PLC | 02/14/2025 | 11.55 M | $244.62 M | 110.19% | 9.16% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 7.75 M | $164.08 M | 1.28% | 6.14% |
VANGUARD GROUP INC | 02/11/2025 | 7.62 M | $161.28 M | 2.31% | 6.04% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 5.93 M | $125.46 M | -39.81% | 4.70% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 4.23 M | $89.65 M | -5.92% | 3.36% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 3.58 M | $75.74 M | 18.71% | 2.84% |
KING STREET CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 2.80 M | $59.28 M | 93.10% | 2.22% |
INVESCO LTD. | 02/13/2025 | 2.16 M | $45.77 M | -21.96% | 1.71% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.85 M | $39.25 M | -0.56% | 1.47% |
POINT72 ASSET MANAGEMENT, L.P. | 02/14/2025 | 1.75 M | $36.97 M | 224.69% | 1.38% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.40 M | $29.63 M | 223.85% | 1.11% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.27 M | $26.87 M | 17.91% | 1.01% |
E. OHMAN J:OR ASSET MANAGEMENT AB | 01/27/2025 | 1.24 M | $26.32 M | 40.29% | 0.99% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 1.24 M | $26.29 M | -6.65% | 0.98% |
HEIN PARK CAPITAL MANAGEMENT LP | 02/14/2025 | 1.14 M | $24.12 M | 100.00% | 0.90% |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 998,505 | $21.14 M | 44.92% | 0.79% |
UBS GROUP AG | 02/14/2025 | 990,158 | $20.96 M | 568.40% | 0.78% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 834,417 | $17.66 M | 7.98% | 0.66% |
NORGES BANK | 02/12/2025 | 746,169 | $15.80 M | 100.00% | 0.59% |
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 677,464 | $14.34 M | 12.94% | 0.54% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 563,554 | $11.93 M | -18.00% | 0.45% |
HUDSON BAY CAPITAL MANAGEMENT LP | 02/14/2025 | 555,767 | $11.77 M | 954.25% | 0.44% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 555,154 | $11.75 M | -4.04% | 0.44% |
AVIDITY PARTNERS MANAGEMENT LP | 02/14/2025 | 514,200 | $10.89 M | -37.82% | 0.41% |
WCM INVESTMENT MANAGEMENT, LLC | 02/11/2025 | 512,057 | $10.53 M | -1.92% | 0.41% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 478,488 | $10.13 M | 100.00% | 0.38% |
PENTWATER CAPITAL MANAGEMENT LP | 02/14/2025 | 425,000 | $9.00 M | 100.00% | 0.34% |
DIMENSION CAPITAL MANAGEMENT LLC | 02/14/2025 | 422,476 | $8.94 M | 144.77% | 0.33% |
TROLUCE CAPITAL ADVISORS LLC | 02/14/2025 | 409,154 | $8.66 M | 100.00% | 0.32% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 392,087 | $8.30 M | 58.70% | 0.31% |
WALLEYE CAPITAL LLC | 02/13/2025 | 390,500 | $8.27 M | -21.81% | 0.31% |
PIER CAPITAL, LLC | 02/11/2025 | 382,493 | $8.10 M | 15.95% | 0.30% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 369,557 | $7.82 M | -9.57% | 0.29% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 340,776 | $7.21 M | 17.68% | 0.27% |
SEGALL BRYANT & HAMILL, LLC | 02/11/2025 | 299,438 | $6.34 M | -1.33% | 0.24% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 292,278 | $6.19 M | 17.30% | 0.23% |
JANE STREET GROUP, LLC | 02/14/2025 | 279,000 | $5.91 M | 0.00% | 0.22% |
ARDSLEY ADVISORY PARTNERS LP | 02/14/2025 | 270,200 | $5.72 M | 5.96% | 0.21% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 257,213 | $5.45 M | 1,447.98% | 0.20% |
CAPTION MANAGEMENT, LLC | 02/14/2025 | 250,000 | $5.29 M | 100.00% | 0.20% |
CAPTION MANAGEMENT, LLC | 02/14/2025 | 248,700 | $5.26 M | 100.00% | 0.20% |
CAPTION MANAGEMENT, LLC | 02/14/2025 | 208,033 | $4.40 M | 100.00% | 0.16% |
SIVIK GLOBAL HEALTHCARE LLC | 01/23/2025 | 200,000 | $4.23 M | -13.04% | 0.16% |
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 02/14/2025 | 199,012 | $4.21 M | -0.49% | 0.16% |
JPMORGAN CHASE & CO | 02/12/2025 | 188,966 | $4.00 M | -0.25% | 0.15% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 182,300 | $3.86 M | 686.83% | 0.14% |
STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 164,260 | $3.48 M | 8.84% | 0.13% |
BARCLAYS PLC | 02/13/2025 | 141,094 | $2.99 M | 9.26% | 0.11% |
Surgery Partners, Inc. institutional Ownership - FAQ's
During the previous two years, 247 institutional investors and hedge funds held shares of Surgery Partners, Inc.. The most heavily invested institutionals were:
BAIN CAPITAL INVESTORS LLC: 49.95 M
FMR LLC: 16.28 M
JANUS HENDERSON GROUP PLC: 11.55 M
BlackRock Funding, Inc. /DE: 7.75 M
VANGUARD GROUP INC: 7.62 M
WELLINGTON MANAGEMENT GROUP LLP: 5.93 M
112.22% of Surgery Partners, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 150.72 M shares in the last 24 months. This purchase volume represents approximately $3.09 B in transactions.