Surgery Partners Inc (SGRY)

HEALTH CARE: HEALTH CARE SERVICES
SIC: SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC

310 SEVEN SPRINGS WAY BRENTWOOD, TN 37027

Surgery Partners is headquartered in Brentwood, Tennessee, Surgery Partners is a leading healthcare services company with a differentiated outpatient delivery model focused on providing high quality, cost effective solutions for surgical and related ancillary care in support of both patients and physicians. Founded in 2004, Surgery Partners is one of the largest and fastest growing surgical services businesses in the country, with more than 180 locations in 30 states, including ambulatory surgery centers, surgical hospitals, multi-specialty physician practices and urgent care facilities.

Data as of 2021-06-19 12:26:16 -0400
Market Cap3.876 Billion Shares Outstanding59.891 Million Avg 30-day Volume365.687 Thousand
P/E Ratio Dividend Yield EPS
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE-139.94 Enterprise Value
Total Cash Current Debt Gross Profit
BETA1.28698 52-week High/Low67.57 / 10.11 Next Earnings Date2021-08-04 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from SGRY instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 3 4 -25.0% 1 (0.06%) 3 (0.17%) -66.67%
Funds Holding: 121 117 3.42% 39 (2.29%) 44 (2.55%) -11.36%
13F shares: 57.616 Million 47.986 Million 20.07% 10.593 Million 12.863 Million -17.65%
% Ownership 96.2512 95.0313 1.28% 17.6964 25.474 -30.53%
New Positions: 25 26 -3.85% 6 13 -53.85%
Increased Positions 45 37 21.62% 12 16 -25.0%
Closed Positions 21 9 133.33% 11 5 120.0%
Reduced Positions 38 36 5.56% 17 12 41.67%
Total Calls 681.215 Thousand 440.8 Thousand 54.54% 619.2 Thousand 429 Thousand 44.34%
Total Puts 629.507 Thousand 190.01 Thousand 231.3% 570.4 Thousand 180 Thousand 216.89%
PUT/CALL Ratio 0.92 0.43 113.95% 0.92 0.42 119.05%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding SGRY (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SGRY BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

180.9 Thousand total shares from 7 transactions

Exercise Derivative Conversion (M)

45.2 Million total shares from 2 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

DELUCA TERESA

  • Director
23,473 2021-06-09 8

BAIN CAPITAL INVESTORS LLC

BCPE SEMINOLE GP LLC

BCPE SEMINOLE HOLDINGS LP

  • Director
  • 10% Owner
49,064,576 2021-05-17 1

O'REILLY T. DEVIN

  • Director
  • 10% Owner
49,064,576 2021-05-17 1

GOODWIN GEORGE PRESIDENT, ASC GROUP

  • Officer
99,815 2021-05-17 10

TAPARO ANTHONY CHIEF GROWTH OFFICER

  • Officer
108,715 2021-05-10 4

BALDOCK JENNIFER CHIEF ADMIN & DEV OFFICER

  • Officer
146,269 2021-05-06 7

COWHEY THOMAS F. CHIEF FINANCIAL OFFICER

  • Officer
143,573 2021-05-06 8

EVANS JASON ERIC CHIEF EXECUTIVE OFFICER

  • Officer
375,788 2021-04-01 6

DEVEYDT WAYNE S EXEC CHAIRMAN OF THE BOARD

  • Officer
  • Director
274,905 2021-03-26 4

OWENS BRADLEY R. NATIONAL GROUP PRESIDENT

  • Officer
64,305 2021-03-26 6

BROCKLEHURST LAURA L. CHIEF HUMAN RESOURCES OFFICER

  • Officer
44,346 2021-03-26 6

TURNER BRENT

  • Director
43,671 2021-03-10 1

ADLERZ CLIFFORD G

  • Director
36,181 2021-03-10 1

DEANE JOHN A

  • Director
12,999 2021-03-10 2

MARYLAND PATRICIA ANNE

  • Director
3,330 2021-03-10 1

JUSTICE ANGELA CHIEF HUMAN RESOURCES OFFICER

  • Officer
7,154 2019-07-01 0

FEINSTEIN ADAM T

  • Director
8,895 2019-05-20 0

KRETSCHMER R. DAVID CSTO

  • Officer
28,785 2019-03-31 0

LINGLE BRANDAN PRES., ANCILLARY SVCES. GRP.

  • Officer
32,870 2019-03-31 0

BRINKMAN CAROLLEE PRESIDENT, NATIONAL GROUP

  • Officer
29,527 2019-03-15 0

FISHER BRYAN S EVP, COO OF SP NTL GRP

  • Officer
No longer subject to file 2018-08-31 0

KAPLAN ANDREW T.

  • Director
0 2018-08-31 0

ZELHOF RONALD P. SENIOR VP, OPERATIONS

  • Officer
120,733 2018-04-19 0

DEAN DENNIS SENIOR VP & CONTROLLER

  • Officer
120,210 2018-03-31 0

CRYSEL JOHN GROUP PRES., NATIONAL GROUP

  • Officer
113,329 2017-12-31 0

SPARKS TERESA EXECUTIVE VP & CFO

  • Officer
192,360 2017-12-31 0

DOYLE MICHAEL THOMAS

  • Director
3,122,474 2017-09-07 0

H.I.G. SURGERY CENTERS, LLC

HIG GP II INC

MNAYMNEH SAMI

TAMER ANTHONY

  • 10% Owner
No longer subject to file 2017-08-31 0

JACOBS BENJAMIN F CDO, GRP PRES OF SP

  • Officer
0 2017-08-31 0

GORDON CHRISTOPHER R

  • Director
  • 10% Owner
26,455,651 2017-08-31 0

DEGALA SARATH CHIEF DEVELOPMENT OFFICER

  • Officer
No longer subject to file 2016-10-03 0

LAITALA CHRISTOPHER

  • Director
0 2016-04-20 0

LOZOW MATTHEW

  • Director
0 2015-09-30 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

DELUCA TERESA - Director

2021-06-11 16:30:36 -0400 2021-06-09 S 5,035 $63.67 d 23,473 direct 3.3509 6.0316 6.0316 6 0.0 1

DELUCA TERESA - Director

2021-06-09 17:36:46 -0400 2021-06-08 S 2,633 $63.05 d 28,508 direct -0.0915 0.747 0.747 6 -4.4665 3

BAIN CAPITAL INVESTORS LLC - Director - > 10% Owner see footnote

BCPE SEMINOLE GP LLC - Director - > 10% Owner see footnote

BCPE SEMINOLE HOLDINGS LP - Director - > 10% Owner see footnote

2021-05-19 19:23:49 -0400 2021-05-17 M 310,000 d 0 indirect

O'REILLY T. DEVIN - Director - > 10% Owner see footnote

2021-05-19 19:19:33 -0400 2021-05-17 M 22,608,925 a 49,064,576 indirect -2.7113 9.0688 9.0688 6 -2.7113 2

BAIN CAPITAL INVESTORS LLC - Director - > 10% Owner see footnote

BCPE SEMINOLE GP LLC - Director - > 10% Owner see footnote

BCPE SEMINOLE HOLDINGS LP - Director - > 10% Owner see footnote

2021-05-19 19:23:49 -0400 2021-05-17 M 22,608,925 a 49,064,576 indirect -2.7113 9.0688 9.0688 6 -2.7113 2

GOODWIN GEORGE - Officer PRESIDENT, ASC GROUP

2021-05-19 16:35:38 -0400 2021-05-17 S 31,000 $52.00 d 99,815 direct -2.7113 9.0688 9.0688 6 -2.7113 2

O'REILLY T. DEVIN - Director - > 10% Owner see footnote

2021-05-19 19:19:33 -0400 2021-05-17 M 310,000 d 0 indirect

TAPARO ANTHONY - Officer CHIEF GROWTH OFFICER

2021-05-10 16:37:33 -0400 2021-05-10 S 63,588 $50.55 d 108,715 direct -5.2011 0.6961 2.2622 5 -5.2011 2

BALDOCK JENNIFER - Officer CHIEF ADMIN & DEV OFFICER

2021-05-07 19:17:26 -0400 2021-05-07 S 4,194 $51.86 d 146,269 direct 2.5377 4.8573 4.8573 6 -2.7954 3

BALDOCK JENNIFER - Officer CHIEF ADMIN & DEV OFFICER

2021-05-07 19:17:26 -0400 2021-05-06 S 49,403 $52.01 d 150,463 direct 2.5377 4.8573 4.8573 6 -2.7954 3

COWHEY THOMAS F. - Officer CHIEF FINANCIAL OFFICER

2021-05-07 19:17:51 -0400 2021-05-06 S 25,000 $52.28 d 143,573 direct 2.5377 4.8573 4.8573 6 -2.7954 3

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
SURGERY PARTNERS INC SGRY 2021-06-21 22:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 21:45:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 21:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 20:45:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 20:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 19:45:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 19:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 18:45:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 18:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 17:45:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 17:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 16:45:02 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 16:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 15:45:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 15:15:03 UTC -0.17 0.25 100000
SURGERY PARTNERS INC SGRY 2021-06-21 14:45:03 UTC -0.1892 0.2692 100000
SURGERY PARTNERS INC SGRY 2021-06-21 14:15:02 UTC -0.1892 0.2692 100000
SURGERY PARTNERS INC SGRY 2021-06-21 13:45:03 UTC -0.1892 0.2692 100000
SURGERY PARTNERS INC SGRY 2021-06-21 13:15:03 UTC -0.1892 0.2692 100000
SURGERY PARTNERS INC SGRY 2021-06-21 12:45:03 UTC -0.1892 0.2692 100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
FundVantage Trust- Gotham Enhanced Index Plus Fund SGRY -156.0 shares, $-1018.68 2020-03-31 N-PORT
FundVantage Trust- Gotham Defensive Long Fund SGRY -4.0 shares, $-26.12 2020-03-31 N-PORT
FundVantage Trust- Gotham Index Plus All-Cap Fund SGRY -88.0 shares, $-574.64 2020-03-31 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund SGRY -2300.0 shares, $-101798.0 2021-03-31 N-PORT
Prudential Investment Portfolios 12- PGIM QMA Large-Cap Core Equity Plus Fund SGRY -1600.0 shares, $-70816.0 2021-03-31 N-PORT
Prudential Investment Portfolios 12- PGIM QMA Long-Short Equity Fund SGRY -3700.0 shares, $-163762.0 2021-03-31 N-PORT
Advanced Series Trust- AST QMA U.S. Equity Alpha Portfolio SGRY -15300.0 shares, $-677178.0 2021-03-31 N-PORT
Advanced Series Trust- AST Academic Strategies Asset Allocation Portfolio SGRY -6300.0 shares, $-278838.0 2021-03-31 N-PORT

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