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Of the 8 tracked institutions holding SGRY, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 8 tracked institutional investors we monitor, SGRY (SURGERY PARTNERS INC) is held with a combined value of $303.79M across 18,690,921 shares. The largest holder is VANGUARD GROUP INC with a position worth $116.89M. RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$303.79M
Total Shares Held
18,690,921
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $116.89M | 0.00% | -0.6% |
| 2 | BlackRock, Inc. | $104.86M | 0.00% | +10.3% |
| 3 | FMR LLC | $36.10M | 0.00% | -1.9% |
| 4 | STATE STREET CORP | $35.97M | 0.00% | +9.6% |
| 5 | CITADEL ADVISORS LLC | $4.89M | 0.00% | -27.5% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $2.19M | 0.00% | New |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.12M | 0.00% | +28.1% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $775.40K | 0.00% | +286.1% |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SGRY with a position worth $116.89M, representing 0.00% of their portfolio. In total, 8 institutional investors hold SGRY with a combined value of $303.79M.
In the most recent quarter, 1 fund opened a new position in SGRY. Additionally, 4 increased their holdings and 3 reduced their positions.
Institutional investors hold $303.79M worth of SGRY stock across 8 positions. The largest institutional holder is VANGUARD GROUP INC with $116.89M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SGRY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SGRY positions.
| 2026-08-14 |
SEC Schedule 13D (activist) and 13G (passive) filings for SGRY. Filed when an investor acquires 5%+ ownership.
Last Close
$15.40
2026-10-21
YTD
+0.9%
34% of 52-week range
