How many institutional investors hold SGRY?

3 tracked institutional investors disclosed a position in SGRY (SURGERY PARTNERS INC) in their most recent 13F filing.

Who is the largest institutional holder of SGRY?

Steve Cohen, Point72 Asset Management, holds the largest disclosed position in SGRY, valued at $37M.

Where does this SGRY ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

SGRY — SURGERY PARTNERS INC

Name: SURGERY PARTNERS INC (SGRY) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SGRY?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 1 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their SGRY position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 57/100 in a Contraction regime).

Supporting evidence

+1 tracked investor added or increased positions last quarter (Howard Marks)
+3 tracked investors reported holding SGRY at their latest filing
+Macro Health is 57/100 in a Contraction regime — historically acceptable for this sectorsource

Contradicting evidence — always shown

−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About SURGERY PARTNERS INC (SGRY)

SURGERY PARTNERS INC (SGRY) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $37M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SGRY

/100

Institutional Accumulation

Added / Increased2

Reduced0

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track SGRY

/100

Emerging Interest

3investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

SGRY Ownership Composition

How SURGERY PARTNERS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Value & Distressed

58% of tracked value

Institutions

tracked investors

Total Reported

$25.1M

combined 13F value

Value & Distressed57.8%
Multi-Strategy / Quant31.9%
Macro10.3%

Value & Distressed(1)

57.8%

Multi-Strategy / Quant(1)

31.9%

Macro(1)

10.3%

Tracked investors currently reporting SGRY

3 tracked investors have since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	475.7K	$8M	0.00%	Jun 30, 2026
Howard Marks	Oaktree Capital Management	862.6K	$14.5M	0.20%	Jun 30, 2026
Paul Tudor Jones	Tudor Investment Corp	153.9K	$2.6M	0.00%	Jun 30, 2026

Ken GriffinJun 30, 2026
Citadel Advisors
Shares
475.7K
Value
$8M
% Portfolio
0.00%
Howard MarksJun 30, 2026
Oaktree Capital Management
Shares
862.6K
Value
$14.5M
% Portfolio
0.20%
Paul Tudor JonesJun 30, 2026
Tudor Investment Corp
Shares
153.9K
Value
$2.6M
% Portfolio
0.00%

Previously held SGRY

These investors reported SGRY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
Steve Cohen	Point72 Asset Management	179.9K	$4.3M	Mar 31, 2025
Izzy Englander	Millennium Management	648.8K	$7.7M	Mar 31, 2026
Ray Dalio	Bridgewater Associates	18.9K	$450.5K	Jun 30, 2024

Recent activity

Investor	Action	Δ %	Current value	Filing date
Howard Marks	New	—	$14.5M	Aug 14, 2026
Ray Dalio	New	—	$450.5K	Aug 14, 2024
Ray Dalio	Sold	-100.00%	$0	Nov 13, 2024

Howard Marks
New
$14.5MAug 14, 2026
Ray Dalio
New
$450.5KAug 14, 2024
Ray Dalio
Sold
$0(-100.00%)Nov 13, 2024

Frequently asked questions

How many institutional investors hold SGRY?: 3 tracked institutional investors disclosed a position in SGRY (SURGERY PARTNERS INC) in their most recent 13F filing.
Who is the largest institutional holder of SGRY?: Steve Cohen, Point72 Asset Management, holds the largest disclosed position in SGRY, valued at $37M.
Did institutional ownership of SGRY increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 1 fully exited SGRY.
Where does this SGRY ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.