Position in SGRY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$22,834,760
-$7,008,103 QoQ
Shares Held
1,915,668
-0.8% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026HSBC HOLDINGS PLC holds $349,223,774 across 20 Medical Care Facilities names. SGRY ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
309,467 | $146,452,160 | |
| 2 | THC |
Tenet Healthcare Corp
|
260,114 | $49,086,111 | |
| 3 | EHC |
Encompass Health Corp
|
379,586 | $36,717,353 | |
| 4 | SEM |
Select Medical Holdings Corp
|
2,245,163 | $36,573,705 | |
| 5 | SGRY |
Surgery Partners, Inc.
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|
1,915,668 | $22,834,760 | |
| 6 | UHS |
Universal Health Services Inc
|
104,100 | $18,630,774 | |
| 7 | EHAB |
Enhabit, Inc.
|
870,034 | $12,258,779 | |
| 8 | DVA |
Davita Inc.
|
78,790 | $12,109,233 |
All Filings in SGRY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,834,760 | 1,915,668 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $29,842,863 | 1,931,577 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $20,467,738 | 945,829 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $244,617 | 11,004 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $294,142 | 12,385 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $575,441 | 27,182 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,019,008 | 31,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,195,850 | 50,267 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $258,206 | 8,656 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $718,270 | 22,453 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $362,407 | 12,390 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $325,680 | 13,918 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $265,891 | 4,830 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $434,169 | 8,129 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $292,660 | 4,393 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||