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Surmodics (SRDX) Institutional Ownership

$34.62
+0.54 (+1.58%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Surmodics (NASDAQ:SRDX)

Current
Institutional Ownership
Percentage
96.63%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.10M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.84M
Skip Chart & View Institutional Buying and Selling Data

SRDX Institutional Buying and Selling by Quarter

Surmodics Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System1,385$41K0.0%-38.9%0.010%
5/16/2024 Jacobs Levy Equity Management Inc.121,753$3.57M0.0%-4.9%0.854%
5/16/2024 Kennedy Capital Management LLC138,409$4.06M0.1%-0.7%0.971%
5/15/2024 Public Employees Retirement Association of Colorado1,805$53K0.0%-15.6%0.013%
5/15/2024 Lazard Asset Management LLC5,679$166K0.0%+13.4%0.040%
5/15/2024 Quadrature Capital Ltd12,384$362K0.0%-10.6%0.087%
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5/15/2024 Teton Advisors Inc.32,000$939K0.3%-4.5%0.224%
5/15/2024 Gamco Investors INC. ET AL71,600$2.10M0.0%-1.0%0.502%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund43,300$1.27M0.0%N/A0.304%
5/10/2024 Acadian Asset Management LLC408,779$11.99M0.0%+11.3%2.867%
5/10/2024 Vanguard Group Inc.865,214$25.39M0.0%+0.7%6.067%
5/8/2024 US Bancorp DE15,508$455K0.0%-4.2%0.109%
5/8/2024 Russell Investments Group Ltd.62,243$1.83M0.0%-8.3%0.436%
5/7/2024 SG Americas Securities LLC5,138$151K0.0%+14.7%0.036%
5/1/2024 BNP Paribas Financial Markets6,878$202K0.0%+7.5%0.048%
4/26/2024 Mesirow Financial Investment Management Inc.7,614$223K0.0%N/A0.053%
4/19/2024 Mesirow Financial Investment Management Inc.7,614$223K1.1%N/A0.053%
4/11/2024 Salem Investment Counselors Inc.121,000$3.55M0.1%-6.9%0.850%
3/25/2024 Quadrature Capital Ltd13,856$504K0.0%N/A0.097%
2/13/2024 Teton Advisors Inc.33,500$1.22M0.4%-27.8%0.235%
2/9/2024 US Bancorp DE16,190$589K0.0%+61.9%0.114%
2/9/2024 Trexquant Investment LP23,047$838K0.0%-13.4%0.162%
2/9/2024 Hillsdale Investment Management Inc.4,570$166K0.0%+15.7%0.032%
2/8/2024 Panagora Asset Management Inc.44,664$1.62M0.0%+109.8%0.314%
2/7/2024 Jump Financial LLC6,392$232K0.0%-8.7%0.045%
2/6/2024 Summit Global Investments9,893$360K0.0%N/A0.069%
2/5/2024 Russell Investments Group Ltd.67,845$2.47M0.0%+6.4%0.476%
2/5/2024 White Pine Capital LLC41,343$1.50M0.6%-4.5%0.290%
1/30/2024 Strs Ohio7,100$258K0.0%+97.2%0.050%
1/16/2024 Salem Investment Counselors Inc.129,940$4.72M0.2%+1.3%0.913%
1/12/2024 SG Americas Securities LLC4,478$163K0.0%N/A0.031%
1/11/2024 Moody National Bank Trust Division10,341$376K0.0%+14.8%0.073%
12/18/2023 Vanguard Group Inc.846,164$27.15M0.0%+2.4%5.946%
11/17/2023 Jacobs Levy Equity Management Inc.139,808$4.49M0.0%-12.6%0.989%
11/15/2023 Kennedy Capital Management LLC229,782$7.37M0.2%-21.7%1.626%
11/14/2023 Trexquant Investment LP26,623$854K0.0%-38.8%0.188%
11/13/2023 Acadian Asset Management LLC354,738$11.38M0.0%+18.8%2.511%
11/8/2023 Gamco Investors INC. ET AL74,600$2.39M0.0%-3.0%0.528%
11/7/2023 Barclays PLC2,417$78K0.0%-11.8%0.017%
11/7/2023 Jump Financial LLC7,000$225K0.0%-43.6%0.050%
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11/6/2023 Los Angeles Capital Management LLC34,916$1.12M0.0%+149.2%0.247%
10/31/2023 Panagora Asset Management Inc.21,285$683K0.0%N/A0.151%
10/24/2023 Bank of New York Mellon Corp50,684$1.63M0.0%-1.1%0.359%
10/12/2023 Moody National Bank Trust Division9,010$289K0.0%+18.7%0.064%
10/4/2023 Salem Investment Counselors Inc.128,240$4.12M0.2%-1.3%0.908%
9/21/2023 Barclays PLC2,739$85K0.0%-60.3%0.019%
8/11/2023 Renaissance Technologies LLC591,138$18.51M0.0%-6.6%4.184%
8/11/2023 Trexquant Investment LP43,491$1.36M0.0%+72.7%0.308%
8/10/2023 Gamco Investors INC. ET AL76,900$2.41M0.0%+0.5%0.544%
8/10/2023 Gabelli Funds LLC53,000$1.66M0.0%+1.1%0.375%
8/10/2023 Russell Investments Group Ltd.61,136$1.91M0.0%+13.7%0.433%
8/7/2023 Acadian Asset Management LLC298,726$9.35M0.0%+6.1%2.114%
8/7/2023 Royce & Associates LP288,605$9.04M0.1%-0.5%2.042%
8/3/2023 Los Angeles Capital Management LLC14,010$439K0.0%N/A0.099%
8/3/2023 Bank of New York Mellon Corp51,223$1.60M0.0%+1.3%0.363%
8/2/2023 Bank of Montreal Can7,159$225K0.0%N/A0.051%
7/25/2023 WealthPlan Investment Management LLC8,492$304K0.1%+3,468.1%0.060%
7/24/2023 Rice Hall James & Associates LLC73,106$2.29M0.1%-11.5%0.517%
7/19/2023 Salem Investment Counselors Inc.129,990$4.07M0.1%+1.2%0.920%
7/7/2023 Moody National Bank Trust Division7,592$238K0.0%N/A0.054%
5/12/2023 Teton Advisors Inc.46,400$1.06M0.3%-2.3%0.328%
5/12/2023 Mirabella Financial Services LLP9,589$218K0.0%N/A0.068%
5/12/2023 Rice Hall James & Associates LLC82,639$1.88M0.1%-1.2%0.585%
5/11/2023 Acadian Asset Management LLC281,473$6.41M0.0%+25.1%1.991%
5/11/2023 Trigran Investments Inc.2,358,300$53.72M5.2%+1.3%16.685%
5/9/2023 US Bancorp DE9,838$224K0.0%-18.8%0.070%
5/9/2023 White Pine Capital LLC33,875$772K0.3%+15.3%0.240%
5/9/2023 Russell Investments Group Ltd.53,786$1.23M0.0%+181.5%0.381%
5/3/2023 Jump Financial LLC35,881$817K0.0%N/A0.254%
5/2/2023 Nisa Investment Advisors LLC1,350$31K0.0%+166.3%0.010%
5/2/2023 Amalgamated Bank1,892$43K0.0%-70.2%0.013%
4/28/2023 SG Americas Securities LLC7,605$173K0.0%N/A0.054%
2/13/2023 Teton Advisors Inc.47,500$1.62M0.4%-5.0%0.336%
2/13/2023 Gamco Investors INC. ET AL62,152$2.12M0.0%+3.9%0.440%
2/13/2023 Renaissance Technologies LLC581,238$19.83M0.0%-9.2%4.114%
2/13/2023 Martingale Asset Management L P6,603$225K0.0%-10.2%0.047%
2/10/2023 New York Life Investment Management LLC12,516$427K0.0%+12.7%0.089%
2/9/2023 Dimensional Fund Advisors LP443,121$15.12M0.0%-1.6%3.136%
2/9/2023 Principal Financial Group Inc.86,233$2.94M0.0%-0.6%0.610%
2/8/2023 UBS Group AG4,315$147K0.0%+88.4%0.031%
2/8/2023 Swiss National Bank33,800$1.15M0.0%+2.7%0.239%
2/7/2023 Texas Permanent School Fund9,342$319K0.0%-6.6%0.066%
2/6/2023 Murphy Pohlad Asset Management LLC38,238$1.31M0.5%-9.3%0.271%
2/3/2023 Hancock Whitney Corp7,891$269K0.0%-24.6%0.056%
2/1/2023 Bank of Montreal Can5,603$202K0.0%-14.3%0.040%
1/27/2023 Rice Hall James & Associates LLC83,682$2.86M0.2%-3.9%0.592%
1/26/2023 Comerica Bank8,220$295K0.0%-23.1%0.058%
1/23/2023 Allspring Global Investments Holdings LLC2,119$72K0.0%-60.2%0.015%
1/9/2023 Yousif Capital Management LLC8,824$301K0.0%-22.7%0.062%
11/15/2022 Disciplined Growth Investors Inc. MN407,872$12.40M0.3%+0.1%2.915%
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11/15/2022 Martingale Asset Management L P7,353$224K0.0%-53.0%0.053%
11/14/2022 Segall Bryant & Hamill LLC295,144$8.97M0.1%+3.0%2.110%
11/14/2022 Tudor Investment Corp Et Al15,424$469K0.0%+30.1%0.110%
11/14/2022 Renaissance Technologies LLC640,238$19.46M0.0%-5.4%4.576%
11/8/2022 Trigran Investments Inc.2,268,162$68.95M7.9%+2.7%16.213%
11/8/2022 White Pine Capital LLC9,934$302K0.1%+9.9%0.071%
11/8/2022 Mutual of America Capital Management LLC2,787$85K0.0%+18.6%0.020%
11/4/2022 Russell Investments Group Ltd.19,015$577K0.0%-2.5%0.136%
11/3/2022 Royce & Associates LP381,313$11.59M0.1%+0.1%2.726%
11/3/2022 Barclays PLC3,614$110K0.0%-56.6%0.026%
(Data available from 1/1/2016 forward)

SRDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRDX shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Surmodics. The most heavily invested institutionals were Trigran Investments Inc. ($53.72M), Vanguard Group Inc. ($25.39M), Renaissance Technologies LLC ($18.51M), Dimensional Fund Advisors LP ($15.12M), Disciplined Growth Investors Inc. MN ($12.40M), Acadian Asset Management LLC ($11.99M), and Royce & Associates LP ($9.04M).Learn more on SRDX's institutional investors.

What percentage of Surmodics stock is owned by institutional investors?

96.63% of Surmodics stock is owned by institutional investors. Learn more on SRDX's institutional investor holdings.

Which institutional investors have been buying Surmodics stock?

Of the 43 institutional investors that purchased Surmodics stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acadian Asset Management LLC ($171.28K), Trigran Investments Inc. ($161.65K), Russell Investments Group Ltd. ($46.09K), Panagora Asset Management Inc. ($44.66K), Healthcare of Ontario Pension Plan Trust Fund ($43.30K), Jump Financial LLC ($35.88K), and Los Angeles Capital Management LLC ($34.92K).

How much institutional buying is happening at Surmodics?

Institutional investors have bought a total of 754,370 shares in the last 24 months. This purchase volume represents approximately $22.70M in transactions.

Which Surmodics major shareholders have been selling company stock?

Of the 31 institutional investors that sold Surmodics stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Renaissance Technologies LLC ($146.16K), Kennedy Capital Management LLC ($64.52K), Jacobs Levy Equity Management Inc. ($26.35K), Trexquant Investment LP ($20.44K), Teton Advisors Inc. ($18K), Allspring Global Investments Holdings LLC ($15.82K), and Rice Hall James & Associates LLC ($14.01K).

How much institutional selling is happening at Surmodics?

Institutional investors have sold a total of 400,738 shares in the last 24 months. This volume of shares sold represents approximately $12.99M in transactions.


This page (NASDAQ:SRDX) was last updated on 5/19/2024 by MarketBeat.com Staff

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