SRGA — SURGALIGN HOLDINGS INC
Reported value held$4.81M
Funds holding (latest)21
Sector—
SRGA (SURGALIGN HOLDINGS INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 21 funds have reported positions historically, with the sum of their latest reported stakes valued at $4.81M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2022 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.60M | $1.40M | 0.00% | Reduce |
| Geode Capital Management history | 1.04M | $315.00K | 0.00% | Add |
| D. E. Shaw & Co history | 1.02M | $311.00K | 0.00% | New |
| Morgan Stanley history | 950.76K | $289.00K | 0.00% | Hold |
| Renaissance Technologies history | 593.75K | $181.00K | 0.00% | New |
| Millennium Management history | 586.46K | $178.00K | 0.00% | New |
| Northern Trust Corp history | 358.66K | $109.00K | 0.00% | Add |
| Citadel Advisors history | 305.33K | $92.00K | 0.00% | Reduce |
| T. Rowe Price Associates history | 246.70K | $75.00K | 0.00% | Hold |
| UBS Group AG history | 202.21K | $62.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 201.15K | $61.00K | 0.00% | Add |
| BNY Mellon history | 119.50K | $36.00K | 0.00% | Hold |
| Goldman Sachs Group history | 68.70K | $21.00K | 0.00% | Reduce |
| Principal Global Investors history | 15.79K | $5.00K | 0.00% | Reduce |
| Bank of America Corp history | 9.62K | $3.00K | 0.00% | Reduce |
| Citigroup Inc history | 779 | $0 | — | New |
Q4 2021 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.76M | $4.13M | 0.00% | Add |
| Geode Capital Management history | 988.76K | $708.00K | 0.00% | Reduce |
| Morgan Stanley history | 948.47K | $679.00K | 0.00% | Reduce |
| Citadel Advisors history | 349.53K | $250.00K | 0.00% | Add |
| T. Rowe Price Associates history | 246.70K | $177.00K | 0.00% | Reduce |
| Northern Trust Corp history | 234.61K | $168.00K | 0.00% | Hold |
| UBS Group AG history | 221.66K | $159.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 130.80K | $94.00K | 0.00% | Add |
| BNY Mellon history | 119.50K | $86.00K | 0.00% | Hold |
| First Eagle Investment Management history | 95.50K | $68.00K | 0.00% | Add |
| Goldman Sachs Group history | 80.77K | $58.00K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 41.38K | $30.00K | 0.00% | Hold |
| Principal Global Investors history | 16.68K | $12.00K | 0.00% | New |
| Bank of America Corp history | 11.18K | $8.00K | 0.00% | Reduce |
Q3 2021 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.68M | $5.10M | 0.00% | Reduce |
| Morgan Stanley history | 1.36M | $1.49M | 0.00% | New |
| Geode Capital Management history | 1.18M | $1.28M | 0.00% | New |
| Royce & Associates history | 843.71K | $920.00K | 0.01% | New |
| UBS Group AG history | 718.13K | $783.00K | 0.00% | New |
| Millennium Management history | 581.51K | $634.00K | 0.00% | New |
| Two Sigma Investments history | 535.42K | $584.00K | 0.00% | New |
| Goldman Sachs Group history | 355.77K | $388.00K | 0.00% | New |
| Citadel Advisors history | 288.81K | $314.00K | 0.00% | New |
| T. Rowe Price Associates history | 259.20K | $283.00K | 0.00% | New |
| Northern Trust Corp history | 235.46K | $257.00K | 0.00% | New |
| BNY Mellon history | 119.50K | $130.00K | 0.00% | New |
| D. E. Shaw & Co history | 110.10K | $120.00K | 0.00% | New |
| Wells Fargo & Co history | 80.80K | $88.00K | 0.00% | New |
| First Eagle Investment Management history | 75.50K | $82.00K | 0.00% | New |
| JPMorgan Chase & Co history | 65.25K | $71.00K | 0.00% | New |
| Charles Schwab Investment Management history | 41.38K | $46.00K | 0.00% | New |
| Bank of America Corp history | 27.56K | $30.00K | 0.00% | New |
Q2 2021 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.74M | $6.59M | 0.00% | Reduce |
Q1 2021 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.08M | $11.07M | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|
| Vanguard Group | 4.60M | 5.76M | 4.68M | 4.74M | 5.08M |
| Geode Capital Management | 1.04M | 988.76K | 1.18M | — | — |
| D. E. Shaw & Co | 1.02M | — | 110.10K | — | — |
| Morgan Stanley | 950.76K | 948.47K | 1.36M | — | — |
| Renaissance Technologies | 593.75K | — | — | — | — |
| Millennium Management | 586.46K | — | 581.51K | — | — |
| Northern Trust Corp | 358.66K | 234.61K | 235.46K | — | — |
| Citadel Advisors | 305.33K | 349.53K | 288.81K | — | — |
| T. Rowe Price Associates | 246.70K | 246.70K | 259.20K | — | — |
| UBS Group AG | 202.21K | 221.66K | 718.13K | — | — |
| Wells Fargo & Co | 201.15K | 130.80K | 80.80K | — | — |
| BNY Mellon | 119.50K | 119.50K | 119.50K | — | — |
| Goldman Sachs Group | 68.70K | 80.77K | 355.77K | — | — |
| Principal Global Investors | 15.79K | 16.68K | — | — | — |
| Bank of America Corp | 9.62K | 11.18K | 27.56K | — | — |
| JPMorgan Chase & Co | — | — | 65.25K | — | — |
| Two Sigma Investments | — | — | 535.42K | — | — |
| Citigroup Inc | 779 | — | — | — | — |
| First Eagle Investment Management | — | 95.50K | 75.50K | — | — |
| Royce & Associates | — | — | 843.71K | — | — |