Semler Scientific Ownership | Who Owns Semler Scientific?
Semler Scientific Ownership Summary
Semler Scientific is owned by 52.60% institutional investors, 23.41% insiders, and 23.99% retail investors. Cerity partners is the largest institutional shareholder, holding 10.19% of SMLR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.50% of its assets in Semler Scientific shares.
SMLR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Semler Scientific | 52.60% | 23.41% | 23.99% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Device Stocks | 53.39% | 8.20% | 38.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Cerity partners | 702.60K | 10.19% | $24.17M |
| Blackrock | 348.64K | 5.06% | $11.99M |
| Vanguard group | 313.52K | 4.55% | $10.78M |
| Aqr capital management | 140.50K | 2.04% | $4.83M |
| Dimensional fund advisors lp | 126.18K | 1.83% | $4.34M |
| Geode capital management | 123.00K | 1.78% | $4.23M |
| State street | 117.50K | 1.70% | $4.04M |
| Jacobs levy equity management | 105.36K | 1.53% | $3.62M |
| Lpl financial | 82.78K | 1.20% | $2.85M |
| Morgan stanley | 78.93K | 1.15% | $2.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Truvestments capital | 12.01K | 0.16% | $413.04K |
| Greenwood capital associates | 20.80K | 0.09% | $715.69K |
| Cerity partners | 702.60K | 0.06% | $24.17M |
| Winton group | 21.26K | 0.05% | $731.34K |
| Exchange traded concepts | 37.96K | 0.03% | $1.31M |
| Virtu financial | 12.45K | 0.03% | $428.00K |
| Bridgeway capital management | 20.68K | 0.02% | $711.25K |
| Jacobs levy equity management | 105.36K | 0.01% | $3.62M |
| Gsa capital partners llp | 5.94K | 0.01% | $204.00K |
| Citizens financial group inc/ri | 17.00K | 0.01% | $584.80K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 140.50K | 0.01% | 84.31K |
| Lpl financial | 82.78K | 0.00% | 75.79K |
| Morgan stanley | 78.93K | 0.00% | 60.17K |
| Blackrock | 348.64K | 0.00% | 38.38K |
| Bank of america corp /de/ | 32.63K | 0.00% | 29.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | - | - | -252.89K |
| Acadian asset management | - | - | -116.22K |
| Crawford fund management | - | - | -90.05K |
| D. e. shaw | 11.64K | 0.00% | -63.23K |
| Ci private wealth | - | - | -51.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Stifel financial | 24.87K | 0.00% | 24.87K | $855.49K |
| Kovitz investment group partners | 24.09K | 0.01% | 24.09K | $828.66K |
| Credit agricole s a | 18.90K | 0.00% | 18.90K | $650.16K |
| Citizens financial group inc/ri | 17.00K | 0.01% | 17.00K | $584.80K |
| Alliancebernstein | 14.15K | 0.00% | 14.15K | $486.76K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Eversource wealth advisors | -5.00 |
| Pnc financial services group | -29.00 |
| International assets investment management | -50.00 |
| Federated hermes | -79.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 82 | -10.87% | 3,705,910 | 19.37% | 52 | 2.59% | 38 | -34.48% | 24 | 9.09% |
| Jun 30, 2024 | 92 | -7.07% | 3,104,494 | -11.27% | 45 | 1.70% | 58 | 13.73% | 22 | -42.11% |
| Mar 31, 2024 | 99 | -2.94% | 3,498,963 | 0.81% | 51 | 1.93% | 51 | -10.53% | 38 | 18.75% |
| Dec 31, 2023 | 102 | 22.89% | 3,470,700 | 1.53% | 51 | 1.99% | 57 | 54.05% | 32 | 23.08% |
| Sep 30, 2023 | 83 | 1.22% | 3,418,422 | -14.47% | 50 | 1.43% | 37 | -36.21% | 26 | 85.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 181.35K | 2.50% | - |
| iShares Russell 2000 ETF | 119.99K | 1.65% | -266.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 79.03K | 1.09% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 54.00K | 0.74% | -1.00K |
| Fidelity Small Cap Index | 49.30K | 0.70% | -1.02K |
| iShares Russell 2000 Growth ETF | 44.68K | 0.61% | - |
| Fidelity Extended Market Index | 33.01K | 0.47% | 1.11K |
| DFA US Small Cap I | 30.53K | 0.44% | -569.00 |
| DFA US Micro Cap I | 28.86K | 0.41% | -779.00 |
| Schwab US Small-Cap ETF™ | 27.90K | 0.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2024 | Murphy-Chutorian Douglas | CEO | Sell | $772.00K |
| Dec 11, 2024 | Murphy-Chutorian Douglas | CEO | Sell | $52.64K |
| Dec 10, 2024 | Murphy-Chutorian Douglas | CEO | Sell | $3.03M |
| Dec 11, 2024 | Murphy-Chutorian Douglas | CEO | Sell | $138.31K |
| Dec 11, 2024 | Murphy-Chutorian Douglas | CEO | Sell | $142.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 13 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
| 2023 Q3 | 3 | - |
| 2023 Q2 | - | - |
SMLR Ownership FAQ
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