SGRY
Surgery Partners, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $29 | $14 | -52% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $29 | $14 | -52% |
| AQR Capital Management re-entered | Q1 2025(8Q snapshot) | 5Q | $26 | $14 | -46% |
| Glenview Capital | Q3 2025 | 3Q | $23 | $14 | -38% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments | Q3 2024 | Q1 2026 | → $16 | -46% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | → $15 | +1% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | → $23 | -23% |
| D.E. Shaw | Q3 2024 | Q1 2025 | → $26 | -11% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | → $26 | -12% |
| Maverick Capital | Q2 2021 | Q4 2021 | → $51 | -3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Surgery Partners, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001638833-26-000064Jun 9, 2026
- Form 40001638833-26-000062Jun 9, 2026
- Form 40001638833-26-000061Jun 9, 2026
- Form 40001638833-26-000060Jun 9, 2026
- Form 40001638833-26-000059Jun 9, 2026
- Form 40001638833-26-000058Jun 9, 2026
- Form 40001638833-26-000057Jun 9, 2026
- Form 40001638833-26-000034Mar 16, 2026
- Form 40001638833-26-000033Mar 16, 2026
- Form 40001638833-26-000032Mar 16, 2026
- Form 40001638833-26-000031Mar 16, 2026
- Form 40001638833-26-000030Mar 16, 2026
- Form 40001638833-26-000024Mar 9, 2026
- Form 40001638833-26-000023Mar 9, 2026
- Form 40001638833-26-000022Mar 9, 2026
Fundamentals
XBRL · Surgery Partners, Inc.Annual figures sourced directly from Surgery Partners, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Surgery Partners, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KFORM 8-KMay 5, 2026
- DEF 14AProxy statementApr 23, 2026
- 10-KFORM 10-KMar 2, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KFORM 8-KDec 16, 2025
- 8-KFORM 8-KDec 12, 2025
- 8-KFORM 8-KDec 11, 2025
- 8-KFORM 8-KNov 12, 2025
- 10-QFORM 10-QNov 10, 2025
- 8-KFORM 8-KNov 10, 2025
- 8-KFORM 8-KSep 16, 2025
- 8-KFORM 8-KAug 13, 2025
- 8-KFORM 8-KAug 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q2 2026 | open | $14 | $14 | -0% |
| Millennium Management | Q1 2026 | open | $16 | $14 | -11% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $15 | $15 | +1% |
| Glenview Capital | Q3 2025 | open | $23 | $14 | -38% |
| AQR Capital Management | Q1 2025 | Q2 2025 | $26 | $24 | -9% |
| Millennium Management | Q1 2025 | Q4 2025 | $26 | $15 | -41% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $29 | $26 | -12% |
| Citadel Advisors | Q3 2024 | open | $29 | $14 | -52% |
| Two Sigma Investments | Q3 2024 | Q1 2026 | $29 | $16 | -46% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $29 | $26 | -11% |
| Millennium Management | Q3 2024 | Q4 2024 | $29 | $25 | -15% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | $29 | $23 | -23% |
| Maverick Capital | Q2 2021 | Q4 2021 | $53 | $51 | -3% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.