Surgery Partners, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 11/14/2024 | 49.95 M | $1.61 B | 0.00% | 39.59% |
| FMR LLC | 11/13/2024 | 18.31 M | $590.37 M | 3.08% | 14.51% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 9.85 M | $317.44 M | -5.90% | 7.80% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 7.65 M | $246.72 M | 100.00% | 6.07% |
| VANGUARD GROUP INC | 11/13/2024 | 7.45 M | $240.06 M | -0.33% | 5.90% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 5.50 M | $177.23 M | 27.46% | 4.36% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 4.50 M | $145.11 M | -19.42% | 3.57% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.01 M | $97.17 M | 7.60% | 2.39% |
| INVESCO LTD. | 11/12/2024 | 2.77 M | $89.32 M | 174.46% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.86 M | $60.12 M | 2.36% | 1.48% |
| STATE STREET CORP | 11/14/2024 | 1.80 M | $58.00 M | -0.60% | 1.43% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 11/14/2024 | 1.78 M | $57.40 M | -62.18% | 1.41% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 11/18/2024 | 1.45 M | $46.75 M | 100.00% | 1.15% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.33 M | $42.89 M | 140.42% | 1.05% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.16 M | $37.31 M | 161.00% | 0.92% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.08 M | $34.71 M | -27.22% | 0.85% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 10/23/2024 | 886,088 | $28.57 M | 31.04% | 0.70% |
| AVIDITY PARTNERS MANAGEMENT LP | 11/14/2024 | 827,000 | $26.66 M | -36.70% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 772,746 | $24.91 M | 5.29% | 0.61% |
| THORNTREE CAPITAL PARTNERS LP | 11/14/2024 | 736,999 | $23.76 M | -26.30% | 0.58% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 689,024 | $22.21 M | 50.86% | 0.55% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 687,283 | $22.16 M | 41.28% | 0.54% |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 11/13/2024 | 599,861 | $19.34 M | 16.03% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 555,035 | $17.89 M | -2.08% | 0.44% |
| COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 541,046 | $17.44 M | 0.00% | 0.43% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 537,915 | $17.34 M | -56.31% | 0.43% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2024 | 522,084 | $16.66 M | 0.35% | 0.41% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 510,261 | $16.45 M | 12.22% | 0.40% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 499,394 | $16.10 M | 27.60% | 0.40% |
| MORGAN STANLEY | 11/14/2024 | 445,460 | $14.36 M | -1.43% | 0.35% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 432,222 | $13.93 M | 100.00% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 408,676 | $13.18 M | -26.22% | 0.32% |
| PIER CAPITAL, LLC | 11/15/2024 | 329,882 | $10.64 M | 0.48% | 0.26% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 303,467 | $9.78 M | -3.92% | 0.24% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 292,736 | $9.44 M | -45.43% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 289,589 | $9.34 M | -16.66% | 0.23% |
| JANE STREET GROUP, LLC | 11/15/2024 | 279,000 | $8.99 M | 100.00% | 0.22% |
| ARDSLEY ADVISORY PARTNERS LP | 11/14/2024 | 255,000 | $8.22 M | 34.21% | 0.20% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 249,178 | $8.03 M | -19.48% | 0.20% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 247,055 | $7.97 M | -39.76% | 0.20% |
| SIVIK GLOBAL HEALTHCARE LLC | 11/06/2024 | 230,000 | $7.42 M | -8.00% | 0.18% |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 11/14/2024 | 200,000 | $6.45 M | 14.29% | 0.16% |
| JPMORGAN CHASE & CO | 12/26/2024 | 189,436 | $6.11 M | 3.02% | 0.15% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2024 | 172,598 | $5.56 M | -18.04% | 0.14% |
| SHAY CAPITAL LLC | 11/14/2024 | 165,000 | $5.32 M | 100.00% | 0.13% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 150,917 | $4.87 M | 9.36% | 0.12% |
| UBS GROUP AG | 11/14/2024 | 148,138 | $4.78 M | 0.37% | 0.12% |
| SWISS NATIONAL BANK | 11/07/2024 | 137,100 | $4.42 M | 0.00% | 0.11% |
| HOLOCENE ADVISORS, LP | 11/14/2024 | 131,504 | $4.24 M | 34.43% | 0.10% |
| BARCLAYS PLC | 11/19/2024 | 129,133 | $4.16 M | -62.13% | 0.10% |
Surgery Partners, Inc.institutional Ownership - FAQ's
During the previous two years, 246 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: 18.31 M
WELLINGTON MANAGEMENT GROUP LLP: 9.85 M
BlackRock Funding, Inc. /DE: 7.65 M
VANGUARD GROUP INC: 7.45 M
JANUS HENDERSON GROUP PLC: 5.5 M
108.67% of Surgery Partners, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 147.12 M shares in the last 24 months. This purchase volume represents approximately $3.08 B in transactions.