Who owns SGRY (SGRY)
Which tracked institutional funds hold SGRY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGRY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
28 tracked funds added or opened SGRY while 65 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SGRY’s largest tracked holder by dollar value, Bain Capital Investors LLC, sizes it at 18.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 18.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SGRY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 182 tracked filers holding SGRY, 100 increased or opened the position and 80 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SGRY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- VANGUARD PORTFOLIO MANAGEMENT LLC$43M
- VANGUARD CAPITAL MANAGEMENT LLC$41M
- Varde Management, L.P.$9M
- VANGUARD FIDUCIARY TRUST CO$6M
- TUDOR INVESTMENT CORP ET AL$3M
- DARK FOREST CAPITAL MANAGEMENT LP$1M
Full exits 11
- VANGUARD GROUP INC$108M
- Verition Fund Management LLC$4M
- AYAL Capital Advisors Ltd$3M
- Sivik Global Healthcare LLC$3M
- Jain Global LLC$3M
- Weiss Asset Management LP$2M
Largest adds
- T. Rowe Price Investment Management, Inc.$23M
- NORGES BANK$14M
- LMR Partners LLP$8M
- Irenic Capital Management LP$7M
- Man Group plc$6M
- BANK OF AMERICA CORP /DE/$5M
Largest trims
- Bain Capital Investors LLC$176M
- FMR LLC$81M
- JANUS HENDERSON GROUP PLC$48M
- GLENVIEW CAPITAL MANAGEMENT, LLC$38M
- KING STREET CAPITAL MANAGEMENT, L.P.$36M
- BlackRock, Inc.$20M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $595M | 25.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 13,540,385 | $161M | 6.8% | 2026-Q1 |
| Pentwater Capital Management LP added | 12,655,000 | $151M | 6.4% | 2026-Q1 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 10,229,730 | $122M | 5.2% | 2026-Q1 |
| UBS Group AG added | 10,191,781 | $121M | 5.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,660,788 | $67M | 2.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,296,411 | $63M | 2.7% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 4,118,056 | $49M | 2.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,628,431 | $43M | 1.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,430,795 | $41M | 1.7% | 2026-Q1 |
| Davidson Kempner Capital Management LP added | 3,336,464 | $40M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,002,374 | $24M | 1.0% | 2026-Q1 |
| STATE STREET CORP added | 1,953,778 | $23M | 1.0% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,949,720 | $23M | 1.0% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,915,668 | $23M | 1.0% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 1,800,000 | $21M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 1,741,143 | $21M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,589,368 | $19M | 0.8% | 2026-Q1 |
| NORGES BANK added | 717,039 | $17M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,280,552 | $15M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,239,982 | $15M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,107,250 | $13M | 0.6% | 2026-Q1 |
| LMR Partners LLP added | 1,100,000 | $13M | 0.6% | 2026-Q1 |
| Sea Cliff Partners Management, LP added | 1,039,799 | $12M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,012,177 | $12M | 0.5% | 2026-Q1 |
| Man Group plc added | 946,519 | $11M | 0.5% | 2026-Q1 |
| Whitefort Capital Management, LP added | 911,136 | $11M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 797,794 | $10M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 760,341 | $9M | 0.4% | 2026-Q1 |
| Varde Management, L.P. new | 755,438 | $9M | 0.4% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 723,240 | $9M | 0.4% | 2026-Q1 |
| Irenic Capital Management LP added | 711,000 | $8M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 678,645 | $8M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 638,047 | $8M | 0.3% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 607,762 | $7M | 0.3% | 2026-Q1 |
| DIMENSION CAPITAL MANAGEMENT LLC added | 530,606 | $6M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 489,576 | $6M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 423,840 | $5M | 0.2% | 2026-Q1 |
| Quinn Opportunity Partners LLC | 413,860 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 401,551 | $5M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 336,384 | $4M | 0.2% | 2026-Q1 |
| Pier Capital, LLC trimmed | 322,246 | $4M | 0.2% | 2026-Q1 |
| Clearline Capital LP added | 314,144 | $4M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 301,021 | $4M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 281,352 | $3M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 270,153 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 258,141 | $3M | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 211,299 | $3M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 208,923 | $2M | 0.1% | 2026-Q1 |
| Rock Springs Capital Management LP trimmed | 208,000 | $2M | 0.1% | 2026-Q1 |
| CastleKnight Management LP | 200,700 | $2M | 0.1% | 2026-Q1 |
| SIRIOS CAPITAL MANAGEMENT L P added | 199,054 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 166,797 | $2M | 0.1% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 156,622 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 153,500 | $2M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 138,852 | $2M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 140,574 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 140,366 | $2M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 122,258 | $1M | 0.1% | 2026-Q1 |
| WESBANCO BANK INC | 120,000 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 87,808 | $1M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 7,091,756 | $168M | 7.1% | 2025-Q1 stale |
| VANGUARD GROUP INC trimmed | 6,979,827 | $108M | 4.6% | 2025-Q4 stale |
| Hein Park Capital Management LP added | 1,371,702 | $33M | 1.4% | 2025-Q1 stale |
| E. Ohman J:or Asset Management AB | 965,828 | $21M | 0.9% | 2025-Q3 stale |
| FARALLON CAPITAL MANAGEMENT LLC new | 871,830 | $19M | 0.8% | 2025-Q3 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 509,413 | $12M | 0.5% | 2025-Q1 stale |
| ALPINE ASSOCIATES MANAGEMENT INC. trimmed | 540,025 | $12M | 0.5% | 2025-Q2 stale |
| Freestone Grove Partners LP added | 357,831 | $8M | 0.3% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 315,492 | $7M | 0.3% | 2025-Q2 stale |
| ARDSLEY ADVISORY PARTNERS LP added | 300,000 | $7M | 0.3% | 2025-Q2 stale |
| P SCHOENFELD ASSET MANAGEMENT LP trimmed | 262,500 | $6M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 262,000 | $6M | 0.2% | 2025-Q3 stale |
| CREDIT INDUSTRIEL ET COMMERCIAL added | 244,112 | $5M | 0.2% | 2025-Q2 stale |
| 8 KNOTS MANAGEMENT, LLC new | 220,088 | $5M | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC added | 281,196 | $4M | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 179,893 | $4M | 0.2% | 2025-Q1 stale |
| Groupe la Francaise added | 186,088 | $4M | 0.2% | 2025-Q2 stale |
| SEGALL BRYANT & HAMILL, LLC added | 178,578 | $4M | 0.2% | 2025-Q2 stale |
| Kintayl Capital LP new | 164,321 | $4M | 0.2% | 2025-Q1 stale |
| AYAL Capital Advisors Ltd added | 225,000 | $3M | 0.1% | 2025-Q4 stale |
| MidWestOne Financial Group, Inc. trimmed | 159,146 | $3M | 0.1% | 2025-Q3 stale |
| Sivik Global Healthcare LLC trimmed | 200,000 | $3M | 0.1% | 2025-Q4 stale |
| Decagon Asset Management LLP new | 115,000 | $3M | 0.1% | 2025-Q1 stale |
| Jain Global LLC new | 174,114 | $3M | 0.1% | 2025-Q4 stale |
| Rangeley Capital, LLC trimmed | 124,000 | $3M | 0.1% | 2025-Q3 stale |
| Weiss Asset Management LP new | 158,589 | $2M | 0.1% | 2025-Q4 stale |
| KRYGER CAPITAL Ltd new | 100,920 | $2M | 0.1% | 2025-Q2 stale |
| CAXTON ASSOCIATES LLP | 103,589 | $2M | 0.1% | 2025-Q3 stale |
| HARVEST MANAGEMENT LLC trimmed | 102,760 | $2M | 0.1% | 2025-Q3 stale |
| Troluce Capital Advisors LLC trimmed | 100,000 | $2M | 0.1% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC trimmed | 99,525 | $2M | 0.1% | 2025-Q3 stale |
| Walleye Trading LLC added | 134,613 | $2M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. new | 134,572 | $2M | 0.1% | 2025-Q4 stale |
| Atom Investors LP new | 134,053 | $2M | 0.1% | 2025-Q4 stale |
| Lombard Odier Asset Management (Europe) Ltd | 95,000 | $2M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP trimmed | 84,330 | $2M | 0.1% | 2025-Q3 stale |
| Redwood Investments, LLC trimmed | 75,760 | $2M | 0.1% | 2025-Q1 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. trimmed | 112,623 | $2M | 0.1% | 2025-Q4 stale |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $2M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.