Surmodics Ownership 2024 | Who Owns Surmodics Now?
Institutional Ownership
93.38%
Insider Ownership
3.83%
Retail Ownership
2.79%
Institutional Holders
123.00
Surmodics Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERYL CAPITAL MANAGEMENT LLC | 10.90% | 19.49% | 1,542,032 | 1,542,032 | 100.00% | 64,827,025 | Jun 30, 2024 |
| BLACKROCK INC. | 8.27% | 0.00% | 1,170,832 | 118,871 | 11.30% | 49,221,777 | Jun 30, 2024 |
| MORGAN STANLEY | 7.89% | 0.00% | 1,116,077 | 262,162 | 30.70% | 46,919,894 | Jun 30, 2024 |
| TRIGRAN INVESTMENTS, INC. | 7.37% | 4.59% | 1,043,676 | -1,314,624 | -55.74% | 43,876,139 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.68% | 0.00% | 803,827 | -61,387 | -7.09% | 33,792,887 | Jun 30, 2024 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.52% | 2.90% | 781,777 | -19,043 | -2.38% | 32,865,905 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 4.29% | 0.04% | 606,538 | 28,990 | 5.02% | 25,498,858 | Jun 30, 2024 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 4.10% | 0.46% | 580,566 | -78,609 | -11.93% | 24,406,995 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.85% | 0.05% | 402,660 | -6,119 | -1.50% | 16,923,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.69% | 0.00% | 380,344 | -3,334 | -0.87% | 15,989,703 | Jun 30, 2024 |
| SAND GROVE CAPITAL MANAGEMENT LLP | 2.51% | 4.37% | 355,317 | 355,317 | 100.00% | 14,937,527 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.00% | 324,044 | 15,897 | 5.16% | 13,625,656 | Jun 30, 2024 |
| STATE STREET CORP | 2.22% | 0.00% | 313,828 | 11,778 | 3.90% | 13,193,329,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.06% | 0.00% | 290,846 | 275,125 | 1750.05% | 12,227,166 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.84% | 0.08% | 260,200 | 207,500 | 393.74% | 10,938,808 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 1.43% | 2.34% | 202,934 | 202,934 | 100.00% | 8,531,345 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.23% | 0.16% | 173,840 | 35,431 | 25.60% | 7,308,234 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.18% | 0.00% | 167,079 | 108,585 | 185.63% | 7,024,001 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 1.17% | 0.06% | 165,121 | 165,121 | 100.00% | 6,941,687 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 1.13% | 0.07% | 160,000 | 88,400 | 123.46% | 6,726,400 | Jun 30, 2024 |
Surmodics's largest institutional shareholder is BERYL CAPITAL MANAGEMENT LLC, holding 10.90% of the company's total share outstanding, currently valued at $64.83M. The top 10 institutional shareholders own together 59.56% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERYL CAPITAL MANAGEMENT LLC | 10.90% | 19.49% | 1,542,032 | 1,542,032 | 100.00% | 64,827,025 | Jun 30, 2024 |
| TRIGRAN INVESTMENTS, INC. | 7.37% | 4.59% | 1,043,676 | -1,314,624 | -55.74% | 43,876,139 | Jun 30, 2024 |
| SAND GROVE CAPITAL MANAGEMENT LLP | 2.51% | 4.37% | 355,317 | 355,317 | 100.00% | 14,937,527 | Jun 30, 2024 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.52% | 2.90% | 781,777 | -19,043 | -2.38% | 32,865,905 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 1.43% | 2.34% | 202,934 | 202,934 | 100.00% | 8,531,345 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.51% | 0.51% | 72,100 | 72,100 | 100.00% | 3,031,084 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.46% | 0.50% | 64,770 | 64,770 | 100.00% | 2,722,931 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.19% | 0.47% | 26,500 | -5,500 | -17.19% | 1,114,060 | Jun 30, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.12% | 0.46% | 17,000 | 17,000 | 100.00% | 714,680 | Jun 30, 2024 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 4.10% | 0.46% | 580,566 | -78,609 | -11.93% | 24,406,995 | Jun 30, 2024 |
| ANGELO GORDON & CO., L.P. | 0.18% | 0.40% | 25,000 | 25,000 | 100.00% | 1,051,000 | Jun 30, 2024 |
| WHITE PINE CAPITAL LLC | 0.16% | 0.36% | 22,301 | -19,697 | -46.90% | 937,534 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.18% | 0.35% | 25,173 | 25,173 | 100.00% | 1,058,273 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.73% | 0.30% | 103,985 | 103,985 | 100.00% | 4,371,529 | Jun 30, 2024 |
| SAGEFIELD CAPITAL LP | 0.40% | 0.25% | 55,900 | 55,900 | 100.00% | 2,350,036 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.08% | 0.25% | 10,778 | 10,778 | 100.00% | 453,107 | Jun 30, 2024 |
| TRIUM CAPITAL LLP | 0.24% | 0.18% | 33,434 | 33,434 | 100.00% | 1,406,000 | Jun 30, 2024 |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 0.07% | 0.17% | 10,600 | 10,600 | 100.00% | 609,636 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.46% | 0.16% | 65,255 | -4,327 | -6.22% | 2,743,320 | Jun 30, 2024 |
| SALEM INVESTMENT COUNSELORS INC | 0.85% | 0.16% | 120,650 | -350 | -0.29% | 5,072,126 | Jun 30, 2024 |
The largest Surmodics shareholder by % of total assets is BERYL CAPITAL MANAGEMENT LLC. The company owns 1.54M shares of Surmodics (SRDX), representing 19.49% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERYL CAPITAL MANAGEMENT LLC | 10.90% | 19.49% | 1,542,032 | 1,542,032 | 100.00% | 64,827,025 | Jun 30, 2024 |
| SAND GROVE CAPITAL MANAGEMENT LLP | 2.51% | 4.37% | 355,317 | 355,317 | 100.00% | 14,937,527 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.06% | 0.00% | 290,846 | 275,125 | 1750.05% | 12,227,166 | Jun 30, 2024 |
| MORGAN STANLEY | 7.89% | 0.00% | 1,116,077 | 262,162 | 30.70% | 46,919,894 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.84% | 0.08% | 260,200 | 207,500 | 393.74% | 10,938,808 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 1.43% | 2.34% | 202,934 | 202,934 | 100.00% | 8,531,345 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 1.17% | 0.06% | 165,121 | 165,121 | 100.00% | 6,941,687 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.87% | 0.13% | 122,983 | 122,983 | 100.00% | 5,170,205 | Jun 30, 2024 |
| BLACKROCK INC. | 8.27% | 0.00% | 1,170,832 | 118,871 | 11.30% | 49,221,777 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.18% | 0.00% | 167,079 | 108,585 | 185.63% | 7,024,001 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.73% | 0.30% | 103,985 | 103,985 | 100.00% | 4,371,529 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.72% | 0.01% | 101,998 | 92,073 | 927.69% | 4,287,996 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 1.13% | 0.07% | 160,000 | 88,400 | 123.46% | 6,726,400 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.51% | 0.51% | 72,100 | 72,100 | 100.00% | 3,031,084 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.48% | 0.02% | 68,429 | 67,010 | 4722.34% | 2,876,755 | Jun 30, 2024 |
| BARCLAYS PLC | 0.54% | 0.00% | 76,479 | 66,824 | 692.12% | 3,216,000 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.46% | 0.50% | 64,770 | 64,770 | 100.00% | 2,722,931 | Jun 30, 2024 |
| SAGEFIELD CAPITAL LP | 0.40% | 0.25% | 55,900 | 55,900 | 100.00% | 2,350,036 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.23% | 0.16% | 173,840 | 35,431 | 25.60% | 7,308,234 | Jun 30, 2024 |
| TRIUM CAPITAL LLP | 0.24% | 0.18% | 33,434 | 33,434 | 100.00% | 1,406,000 | Jun 30, 2024 |
As of Jun 30 2024, Surmodics's largest institutional buyer is BERYL CAPITAL MANAGEMENT LLC. The company purchased 1.54M stocks of SRDX, valued at $64.83M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIGRAN INVESTMENTS, INC. | 7.37% | 4.59% | 1,043,676 | -1,314,624 | -55.74% | 43,876,139 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.54% | 0.00% | 76,997 | -506,030 | -86.79% | 3,236,954 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | - | - | - | -396,705 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.47% | 0.03% | 66,205 | -354,207 | -84.25% | 2,783,258 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.14% | 0.00% | 20,060 | -300,300 | -93.74% | 843,322 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.07% | 0.00% | 10,124 | -111,629 | -91.68% | 425,613 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -94,800 | -100.00% | - | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | - | - | - | -88,164 | -100.00% | - | Jun 30, 2024 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 4.10% | 0.46% | 580,566 | -78,609 | -11.93% | 24,406,995 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.68% | 0.00% | 803,827 | -61,387 | -7.09% | 33,792,887 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -50,395 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.04% | 0.00% | 5,963 | -45,399 | -88.39% | 250,684 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -43,981 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | 0.01% | - | 720 | -33,744 | -97.91% | 30,268 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -28,821 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -24,324 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.14% | 0.00% | 20,228 | -23,084 | -53.30% | 850,384 | Jun 30, 2024 |
| WHITE PINE CAPITAL LLC | 0.16% | 0.36% | 22,301 | -19,697 | -46.90% | 937,534 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -19,440 | -100.00% | - | Jun 30, 2024 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.52% | 2.90% | 781,777 | -19,043 | -2.38% | 32,865,905 | Jun 30, 2024 |
As of Jun 30 2024, Surmodics's biggest institutional seller is TRIGRAN INVESTMENTS, INC.. The company sold -1.31M shares of SRDX, valued at $43.88M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERYL CAPITAL MANAGEMENT LLC | 10.90% | 19.49% | 1,542,032 | 1,542,032 | 100.00% | 64,827,025 | Jun 30, 2024 |
| SAND GROVE CAPITAL MANAGEMENT LLP | 2.51% | 4.37% | 355,317 | 355,317 | 100.00% | 14,937,527 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 1.43% | 2.34% | 202,934 | 202,934 | 100.00% | 8,531,345 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 1.17% | 0.06% | 165,121 | 165,121 | 100.00% | 6,941,687 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.87% | 0.13% | 122,983 | 122,983 | 100.00% | 5,170,205 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.73% | 0.30% | 103,985 | 103,985 | 100.00% | 4,371,529 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.51% | 0.51% | 72,100 | 72,100 | 100.00% | 3,031,084 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.46% | 0.50% | 64,770 | 64,770 | 100.00% | 2,722,931 | Jun 30, 2024 |
| SAGEFIELD CAPITAL LP | 0.40% | 0.25% | 55,900 | 55,900 | 100.00% | 2,350,036 | Jun 30, 2024 |
| TRIUM CAPITAL LLP | 0.24% | 0.18% | 33,434 | 33,434 | 100.00% | 1,406,000 | Jun 30, 2024 |
| NORGES BANK | 0.22% | 0.00% | 31,600 | 31,600 | 100.00% | 1,328,464 | Jun 30, 2024 |
| WATER ISLAND CAPITAL LLC | 0.20% | 0.12% | 27,592 | 27,592 | 100.00% | 1,160,000 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.18% | 0.01% | 25,966 | 25,966 | 100.00% | 1,091,610 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.18% | 0.35% | 25,173 | 25,173 | 100.00% | 1,058,273 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.18% | 0.02% | 25,000 | 25,000 | 100.00% | 1,051,000 | Jun 30, 2024 |
| ANGELO GORDON & CO., L.P. | 0.18% | 0.40% | 25,000 | 25,000 | 100.00% | 1,051,000 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.16% | 0.01% | 21,999 | 21,999 | 100.00% | 924,838 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.13% | 0.01% | 18,353 | 18,353 | 100.00% | 771,560 | Jun 30, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.12% | 0.46% | 17,000 | 17,000 | 100.00% | 714,680 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.10% | 0.02% | 13,722 | 13,722 | 100.00% | 577,000 | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | 0.08% | 0.00% | 11,269 | 11,269 | 100.00% | 473,749 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.08% | 0.25% | 10,778 | 10,778 | 100.00% | 453,107 | Jun 30, 2024 |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 0.07% | 0.17% | 10,600 | 10,600 | 100.00% | 609,636 | Jun 30, 2024 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 0.07% | 0.00% | 10,000 | 10,000 | 100.00% | 420,400 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 7,416 | 7,416 | 100.00% | 311,769 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 6,508 | 6,508 | 100.00% | 273,596 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.05% | 0.01% | 6,500 | 6,500 | 100.00% | 273,260 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.04% | 0.00% | 6,342 | 6,342 | 100.00% | 266,618 | Jun 30, 2024 |
| BAILARD, INC. | 0.04% | 0.01% | 6,123 | 6,123 | 100.00% | 257,411 | Jun 30, 2024 |
| 0.03% | 0.13% | 4,900 | 4,900 | 100.00% | 205,996 | Jun 30, 2024 | |
| PARALLEL ADVISORS, LLC | 0.00% | 0.00% | 212 | 212 | 100.00% | 8,912 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 53 | 53 | 100.00% | 2,224 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 25 | 25 | 100.00% | 1,051 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 18 | 18 | 100.00% | 757 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 210 | Jun 30, 2024 |
Surmodics's largest new institutional shareholder by number of shares is BERYL CAPITAL MANAGEMENT LLC, purchased 1.54M shares, valued at $64.83M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | - | - | - | -396,705 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -94,800 | -100.00% | - | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | - | - | - | -88,164 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -50,395 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -43,981 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -28,821 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -24,324 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -19,440 | -100.00% | - | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | - | - | - | -18,792 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -14,207 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -13,658 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -12,384 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -11,956 | -100.00% | - | Jun 30, 2024 |
| MOODY NATIONAL BANK TRUST DIVISION | - | - | - | -10,341 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -9,389 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -8,693 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -8,016 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -6,787 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,138 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -980 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -777 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -286 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| SACHETTA, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
Surmodics's largest sold out institutional shareholder by shares sold is SEGALL BRYANT & HAMILL, LLC, sold -0.40M shares, valued at -, as of undefined.
Surmodics Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.43% | 2,832 | 2,832 | - | Mar 31, 2021 |
| ROYCE MICRO-CAP TRUST, INC. | 0.20% | 98,787 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.20% | 161,000 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.17% | 12,192 | - | - | Sep 30, 2022 |
| Gabelli Healthcare & WellnessRx Trust | 0.14% | 17,000 | - | - | Dec 29, 2023 |
| ROYCE CAPITAL FUND | 0.07% | 27,578 | - | - | Mar 31, 2024 |
| Gabelli Global Small & Mid Cap Value Trust | 0.06% | 5,700 | -300 | -5.00% | Dec 29, 2023 |
| Zacks Trust | 0.05% | 4,870 | 4,870 | - | Feb 29, 2024 |
| TETON WESTWOOD FUNDS | 0.05% | 33,500 | -12,900 | -27.80% | Dec 29, 2023 |
| GABELLI EQUITY SERIES FUNDS INC | 0.04% | 30,000 | - | - | Dec 29, 2023 |
| ROYCE FUND | 0.02% | 160,625 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.02% | 47,726 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 94,562 | - | - | Feb 29, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.02% | 20,071 | - | - | Jan 31, 2024 |
| Mairs & Power Funds Trust | 0.02% | 70,127 | 11,000 | 18.60% | Mar 31, 2022 |
| SYNTAX ETF TRUST | 0.02% | 558 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 7,842 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 8,497 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 30,739 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 8,477 | - | - | Mar 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.01% | 1,000 | - | - | Sep 30, 2020 |
| PFM Multi-Manager Series Trust | 0.01% | 6,146 | 21 | 0.34% | Dec 31, 2023 |
| Segall Bryant & Hamill Trust | 0.01% | 108,726 | -9,713 | -8.20% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 12,596 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.00% | 102 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 29,063 | - | - | Aug 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 24,882 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,096 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 33,543 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 516 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 10,857 | - | - | Mar 31, 2020 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 10,538 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 49,833 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 646,177 | -225,121 | -25.84% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 15,698 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 342,018 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 18,775 | -5,988 | -24.18% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 38,714 | -767 | -1.94% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 1,900 | - | - | Mar 28, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,516 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,727 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 131,532 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 129,828 | 3,320 | 2.62% | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 970 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,426 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 2,435 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 2,200 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 22,379 | - | - | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 5,593 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 388,264 | 113,095 | 41.10% | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 870 | - | - | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 3,460 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 7,625 | -7,625 | -50.00% | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 37,240 | 1,800 | 5.08% | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 7,066 | -1,841 | -20.67% | Jan 31, 2024 |
| Virtus Strategy Trust | 0.00% | 6,068 | - | - | Mar 28, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,169 | - | - | Dec 31, 2023 |
| STONE RIDGE TRUST | 0.00% | 6,325 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,891 | -650 | -7.61% | Mar 31, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 8,497 | 403 | 4.98% | Jan 31, 2023 |
| Guggenheim Variable Funds Trust | 0.00% | 913 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.00% | 1,621 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 2,596 | -212 | -7.55% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,118 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 109 | - | - | Apr 30, 2021 |
| VANGUARD WORLD FUND | 0.00% | 47,901 | -518 | -1.07% | Feb 29, 2024 |
| Capitol Series Trust | 0.00% | 1,815 | - | - | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 3,320 | - | - | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 12,782 | - | - | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 111 | - | - | Sep 30, 2023 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 5,064 | -79 | -1.54% | Mar 31, 2024 |
| Global X Funds | 0.00% | 6,393 | 511 | 8.69% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,581 | -1,029 | -18.34% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 697 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 535 | - | - | Mar 28, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 42,218 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 14,366 | - | - | Mar 28, 2024 |
| RBB FUND, INC. | 0.00% | 12,204 | 4,247 | 53.37% | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 73,750 | 2,349 | 3.29% | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,788 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 300 | - | - | Mar 31, 2024 |
| KP Funds | 0.00% | 4,889 | - | - | Sep 30, 2020 |
| Dimensional ETF Trust | 0.00% | 47,048 | 472 | 1.01% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 104,556 | -1,278 | -1.21% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 23,607 | -499 | -2.07% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 11,041 | 242 | 2.24% | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 700 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,681 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 2,825 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 623 | - | - | Mar 28, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 6,414 | -246 | -3.69% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 3,320 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 8,087 | 6,027 | 292.57% | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 2,009 | - | - | Mar 28, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 5,836 | - | - | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 2,164 | 321 | 17.42% | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 5,582 | -132 | -2.31% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 1,319 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 5,458 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 5,100 | - | - | Mar 31, 2024 |
Surmodics's largest mutual fund holder by % of total assets is "DSS AMERICAFIRST QUANTITATIVE FUNDS", owning 2.83K shares, compromising 0.43% of its total assets.
Surmodics Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 123 | 7.89% |
| 31 Mar, 24 | 114 | -4.20% |
| 31 Dec, 23 | 119 | 11.21% |
| 30 Sep, 23 | 107 | -0.93% |
| 30 Jun, 23 | 108 | -11.48% |
| 31 Mar, 23 | 122 | - |
| 31 Dec, 22 | 122 | 2.52% |
| 30 Sep, 22 | 119 | -6.30% |
| 30 Jun, 22 | 127 | -5.22% |
| 31 Mar, 22 | 134 | -9.46% |
| 31 Dec, 21 | 148 | -1.33% |
| 30 Sep, 21 | 150 | 1.35% |
| 30 Jun, 21 | 148 | 6.47% |
| 31 Mar, 21 | 139 | - |
| 31 Dec, 20 | 139 | - |
| 30 Sep, 20 | 139 | 5.30% |
| 30 Jun, 20 | 132 | 5.60% |
| 31 Mar, 20 | 125 | -11.97% |
| 31 Dec, 19 | 142 | -3.40% |
| 30 Sep, 19 | 147 | 5.00% |
| 30 Jun, 19 | 140 | -6.67% |
| 31 Mar, 19 | 150 | -8.54% |
| 31 Dec, 18 | 164 | -5.20% |
| 30 Sep, 18 | 173 | 18.49% |
| 30 Jun, 18 | 146 | 24.79% |
| 31 Mar, 18 | 117 | 4.46% |
| 31 Dec, 17 | 112 | -5.08% |
| 30 Sep, 17 | 118 | 1.72% |
| 30 Jun, 17 | 116 | 3.57% |
| 31 Mar, 17 | 112 | -4.27% |
| 31 Dec, 16 | 117 | -7.87% |
| 30 Sep, 16 | 127 | 6.72% |
| 30 Jun, 16 | 119 | 1.71% |
| 31 Mar, 16 | 117 | -1.68% |
| 31 Dec, 15 | 119 | -4.03% |
| 30 Sep, 15 | 124 | 3.33% |
| 30 Jun, 15 | 120 | 0.84% |
| 31 Mar, 15 | 119 | 6.25% |
| 31 Dec, 14 | 112 | - |
| 30 Sep, 14 | 112 | - |
| 30 Jun, 14 | 112 | 0.90% |
| 31 Mar, 14 | 111 | 0.91% |
| 31 Dec, 13 | 110 | -4.35% |
| 30 Sep, 13 | 115 | 0.88% |
| 30 Jun, 13 | 114 | 132.65% |
| 31 Mar, 13 | 49 | -14.04% |
| 31 Dec, 12 | 57 | 23.91% |
| 30 Sep, 12 | 46 | - |
| 30 Jun, 12 | 46 | -6.12% |
| 31 Mar, 12 | 49 | 4.26% |
| 31 Dec, 11 | 47 | 14.63% |
| 30 Sep, 11 | 41 | 7.89% |
| 30 Jun, 11 | 38 | 8.57% |
| 31 Mar, 11 | 35 | 6.06% |
| 31 Dec, 10 | 33 | 22.22% |
| 30 Sep, 10 | 27 | 3.85% |
| 30 Jun, 10 | 26 | 13.04% |
| 31 Mar, 10 | 23 | -20.69% |
| 31 Dec, 09 | 29 | -19.44% |
| 30 Sep, 09 | 36 | -2.70% |
| 30 Jun, 09 | 37 | 8.82% |
| 31 Mar, 09 | 34 | -22.73% |
| 31 Dec, 08 | 44 | -8.33% |
| 30 Sep, 08 | 48 | 20.00% |
| 30 Jun, 08 | 40 | -11.11% |
| 31 Mar, 08 | 45 | -2.17% |
| 31 Dec, 07 | 46 | 17.95% |
| 30 Sep, 07 | 39 | 11.43% |
| 30 Jun, 07 | 35 | 16.67% |
| 31 Mar, 07 | 30 | -16.67% |
| 31 Dec, 06 | 36 | 12.50% |
| 30 Sep, 06 | 32 | 3.23% |
| 30 Jun, 06 | 31 | -11.43% |
| 31 Mar, 06 | 35 | 25.00% |
| 31 Dec, 05 | 28 | -17.65% |
| 30 Sep, 05 | 34 | 9.68% |
| 30 Jun, 05 | 31 | 14.81% |
| 31 Mar, 05 | 27 | 42.11% |
| 31 Dec, 04 | 19 | 11.76% |
| 30 Sep, 04 | 17 | - |
| 30 Jun, 04 | 17 | -5.56% |
| 31 Mar, 04 | 18 | -10.00% |
| 31 Dec, 03 | 20 | -23.08% |
| 30 Sep, 03 | 26 | 36.84% |
| 30 Jun, 03 | 19 | - |
| 31 Mar, 03 | 19 | - |
| 31 Dec, 02 | 19 | 26.67% |
| 30 Sep, 02 | 15 | - |
| 30 Jun, 02 | 15 | 7.14% |
| 31 Mar, 02 | 14 | 7.69% |
| 31 Dec, 01 | 13 | -18.75% |
| 30 Sep, 01 | 16 | 33.33% |
| 30 Jun, 01 | 12 | 100.00% |
| 31 Mar, 01 | 6 | - |
| 31 Dec, 00 | 6 | -14.29% |
| 30 Sep, 00 | 7 | 75.00% |
| 30 Jun, 00 | 4 | 33.33% |
| 31 Mar, 00 | 3 | - |
| 31 Dec, 99 | 3 | - |
| 30 Sep, 99 | 3 | -40.00% |
| 30 Jun, 99 | 5 | 150.00% |
| 31 Mar, 99 | 2 | - |
As of 30 Jun 24, 123 institutions are holding Surmodics's shares, representing an increase of 7.89% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 13,214,491 | 3.95% |
| 31 Mar, 24 | 12,712,656 | -2.71% |
| 31 Dec, 23 | 13,067,094 | 6.24% |
| 30 Sep, 23 | 12,299,713 | -0.03% |
| 30 Jun, 23 | 12,303,163 | -2.07% |
| 31 Mar, 23 | 12,562,699 | -2.27% |
| 31 Dec, 22 | 12,854,433 | -0.10% |
| 30 Sep, 22 | 12,867,104 | 0.50% |
| 30 Jun, 22 | 12,803,698 | 0.42% |
| 31 Mar, 22 | 12,750,378 | 1.14% |
| 31 Dec, 21 | 12,606,068 | 0.57% |
| 30 Sep, 21 | 12,534,063 | 0.44% |
| 30 Jun, 21 | 12,479,185 | -4.75% |
| 31 Mar, 21 | 13,101,201 | 7.13% |
| 31 Dec, 20 | 12,228,946 | 0.21% |
| 30 Sep, 20 | 12,203,911 | -0.15% |
| 30 Jun, 20 | 12,221,830 | -0.79% |
| 31 Mar, 20 | 12,318,723 | 1.69% |
| 31 Dec, 19 | 12,114,179 | 2.93% |
| 30 Sep, 19 | 11,769,079 | -2.51% |
| 30 Jun, 19 | 12,072,080 | 3.32% |
| 31 Mar, 19 | 11,684,281 | -0.19% |
| 31 Dec, 18 | 11,706,039 | 1.97% |
| 30 Sep, 18 | 11,479,543 | 0.73% |
| 30 Jun, 18 | 11,396,187 | 2.20% |
| 31 Mar, 18 | 11,151,020 | 0.43% |
| 31 Dec, 17 | 11,103,436 | -0.96% |
| 30 Sep, 17 | 11,210,954 | -0.36% |
| 30 Jun, 17 | 11,251,918 | -1.11% |
| 31 Mar, 17 | 11,378,593 | 0.30% |
| 31 Dec, 16 | 11,344,392 | -1.07% |
| 30 Sep, 16 | 11,466,998 | 2.33% |
| 30 Jun, 16 | 11,206,448 | -3.24% |
| 31 Mar, 16 | 11,581,238 | 0.86% |
| 31 Dec, 15 | 11,481,955 | -0.85% |
| 30 Sep, 15 | 11,579,844 | 0.04% |
| 30 Jun, 15 | 11,575,272 | -0.24% |
| 31 Mar, 15 | 11,603,316 | 1.58% |
| 31 Dec, 14 | 11,422,983 | -1.64% |
| 30 Sep, 14 | 11,613,047 | 0.24% |
| 30 Jun, 14 | 11,584,930 | 0.88% |
| 31 Mar, 14 | 11,484,367 | 5.37% |
| 31 Dec, 13 | 10,898,724 | -3.31% |
| 30 Sep, 13 | 11,271,976 | -2.32% |
| 30 Jun, 13 | 11,539,379 | 131.27% |
| 31 Mar, 13 | 4,989,549 | -20.69% |
| 31 Dec, 12 | 6,290,906 | 35.50% |
| 30 Sep, 12 | 4,642,619 | -22.78% |
| 30 Jun, 12 | 6,012,062 | -25.75% |
| 31 Mar, 12 | 8,096,674 | -0.76% |
| 31 Dec, 11 | 8,158,851 | 6.37% |
| 30 Sep, 11 | 7,669,979 | 22.36% |
| 30 Jun, 11 | 6,268,269 | -18.18% |
| 31 Mar, 11 | 7,660,714 | 16.40% |
| 31 Dec, 10 | 6,581,624 | 67.00% |
| 30 Sep, 10 | 3,941,117 | 17.45% |
| 30 Jun, 10 | 3,355,544 | 11.26% |
| 31 Mar, 10 | 3,015,999 | -54.78% |
| 31 Dec, 09 | 6,669,323 | 100.14% |
| 30 Sep, 09 | 3,332,258 | -47.98% |
| 30 Jun, 09 | 6,405,679 | 66.33% |
| 31 Mar, 09 | 3,851,101 | -40.22% |
| 31 Dec, 08 | 6,441,697 | 13.36% |
| 30 Sep, 08 | 5,682,676 | 19.35% |
| 30 Jun, 08 | 4,761,203 | 9.59% |
| 31 Mar, 08 | 4,344,640 | -80.21% |
| 31 Dec, 07 | 21,950,445 | 507.15% |
| 30 Sep, 07 | 3,615,311 | 19.34% |
| 30 Jun, 07 | 3,029,419 | -13.85% |
| 31 Mar, 07 | 3,516,570 | 48.51% |
| 31 Dec, 06 | 2,367,913 | -42.13% |
| 30 Sep, 06 | 4,091,858 | 29.28% |
| 30 Jun, 06 | 3,165,050 | -16.24% |
| 31 Mar, 06 | 3,778,866 | 1.54% |
| 31 Dec, 05 | 3,721,464 | 32.85% |
| 30 Sep, 05 | 2,801,334 | 28.46% |
| 30 Jun, 05 | 2,180,653 | 5.13% |
| 31 Mar, 05 | 2,074,234 | -5.29% |
| 31 Dec, 04 | 2,190,157 | -3.98% |
| 30 Sep, 04 | 2,280,950 | 23.02% |
| 30 Jun, 04 | 1,854,101 | -5.19% |
| 31 Mar, 04 | 1,955,610 | 107.45% |
| 31 Dec, 03 | 942,678 | -59.58% |
| 30 Sep, 03 | 2,332,194 | 53.93% |
| 30 Jun, 03 | 1,515,133 | -27.68% |
| 31 Mar, 03 | 2,095,061 | -37.22% |
| 31 Dec, 02 | 3,337,138 | 52.23% |
| 30 Sep, 02 | 2,192,148 | 12.17% |
| 30 Jun, 02 | 1,954,246 | -4.51% |
| 31 Mar, 02 | 2,046,608 | 4.01% |
| 31 Dec, 01 | 1,967,789 | 30.18% |
| 30 Sep, 01 | 1,511,593 | 39.23% |
| 30 Jun, 01 | 1,085,675 | 536.58% |
| 31 Mar, 01 | 170,547 | -81.16% |
| 31 Dec, 00 | 905,110 | 54.98% |
| 30 Sep, 00 | 584,005 | -10.62% |
| 30 Jun, 00 | 653,400 | 1862.16% |
| 31 Mar, 00 | 33,300 | -55.36% |
| 31 Dec, 99 | 74,600 | -39.16% |
| 30 Sep, 99 | 122,619 | -26.10% |
| 30 Jun, 99 | 165,919 | 614.43% |
| 31 Mar, 99 | 23,224 | - |
Surmodics (SRDX) has 13.21M shares outstanding as of 30 Jun 24, up 3.95% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 93.38% | 1.16% |
| 31 Mar, 24 | 89.83% | 1.05% |
| 31 Dec, 23 | 92.66% | 1.21% |
| 30 Sep, 23 | 87.46% | 1.14% |
| 30 Jun, 23 | 87.57% | 1.09% |
| 31 Mar, 23 | 89.54% | 1.06% |
| 31 Dec, 22 | 91.93% | 1.08% |
| 30 Sep, 22 | 92.46% | 1.07% |
| 30 Jun, 22 | 92.90% | 1.11% |
| 31 Mar, 22 | 91.62% | 1.11% |
| 31 Dec, 21 | 90.83% | 1.10% |
| 30 Sep, 21 | 91.06% | 1.10% |
| 30 Jun, 21 | 91.12% | 1.00% |
| 31 Mar, 21 | 95.31% | 1.19% |
| 31 Dec, 20 | 89.47% | 1.09% |
| 30 Sep, 20 | 90.55% | 1.12% |
| 30 Jun, 20 | 89.86% | 1.08% |
| 31 Mar, 20 | 91.20% | 1.13% |
| 31 Dec, 19 | 89.94% | 1.16% |
| 30 Sep, 19 | 87.90% | 1.08% |
| 30 Jun, 19 | 90.13% | 1.18% |
| 31 Mar, 19 | 87.26% | 1.14% |
| 31 Dec, 18 | 87.57% | 1.14% |
| 30 Sep, 18 | 87.57% | 1.18% |
| 30 Jun, 18 | 86.32% | 1.19% |
| 31 Mar, 18 | 85.11% | 1.16% |
| 31 Dec, 17 | 85.63% | 1.16% |
| 30 Sep, 17 | 85.97% | 1.18% |
| 30 Jun, 17 | 85.53% | 1.15% |
| 31 Mar, 17 | 86.07% | 1.17% |
| 31 Dec, 16 | 85.94% | 1.10% |
| 30 Sep, 16 | 88.22% | 1.19% |
| 30 Jun, 16 | 86.24% | 1.08% |
| 31 Mar, 16 | 89.30% | 1.14% |
| 31 Dec, 15 | 88.55% | 1.12% |
| 30 Sep, 15 | 88.88% | 1.12% |
| 30 Jun, 15 | 89.03% | 1.11% |
| 31 Mar, 15 | 89.64% | 1.20% |
| 31 Dec, 14 | 86.37% | 1.18% |
| 30 Sep, 14 | 85.43% | 1.17% |
| 30 Jun, 14 | 85.28% | 1.19% |
| 31 Mar, 14 | 84.83% | 1.35% |
| 31 Dec, 13 | 79.23% | 1.25% |
| 30 Sep, 13 | 79.55% | 1.24% |
| 30 Jun, 13 | 80.06% | 6.88% |
| 31 Mar, 13 | 34.12% | 1.85% |
| 31 Dec, 12 | 42.93% | 5.97% |
| 30 Sep, 12 | 26.81% | 2.28% |
| 30 Jun, 12 | 34.30% | 1.61% |
| 31 Mar, 12 | 46.22% | 2.12% |
| 31 Dec, 11 | 46.69% | 2.42% |
| 30 Sep, 11 | 43.96% | 3.40% |
| 30 Jun, 11 | 35.95% | 1.86% |
| 31 Mar, 11 | 44.01% | 3.07% |
| 31 Dec, 10 | 37.86% | 7.36% |
| 30 Sep, 10 | 22.69% | 6.07% |
| 30 Jun, 10 | 19.33% | 6.41% |
| 31 Mar, 10 | 17.36% | 1.18% |
| 31 Dec, 09 | 38.34% | 10.41% |
| 30 Sep, 09 | 19.19% | 1.41% |
| 30 Jun, 09 | 36.91% | 7.47% |
| 31 Mar, 09 | 22.23% | 1.68% |
| 31 Dec, 08 | 36.43% | 3.67% |
| 30 Sep, 08 | 31.52% | 4.54% |
| 30 Jun, 08 | 26.34% | 4.57% |
| 31 Mar, 08 | 24.00% | 0.16% |
| 31 Dec, 07 | 121.85% | 29.48% |
| 30 Sep, 07 | 20.33% | 7.03% |
| 30 Jun, 07 | 17.00% | 4.46% |
| 31 Mar, 07 | 19.52% | 11.86% |
| 31 Dec, 06 | 12.83% | 2.61% |
| 30 Sep, 06 | 22.17% | 7.63% |
| 30 Jun, 06 | 17.04% | 4.08% |
| 31 Mar, 06 | 20.45% | 5.02% |
| 31 Dec, 05 | 20.19% | 8.74% |
| 30 Sep, 05 | 15.19% | 10.73% |
| 30 Jun, 05 | 11.90% | 9.10% |
| 31 Mar, 05 | 11.44% | 7.36% |
| 31 Dec, 04 | 12.46% | 7.34% |
| 30 Sep, 04 | 13.03% | 11.63% |
| 30 Jun, 04 | 10.59% | 8.46% |
| 31 Mar, 04 | 11.19% | 38.35% |
| 31 Dec, 03 | 5.40% | 3.02% |
| 30 Sep, 03 | 13.37% | 17.64% |
| 30 Jun, 03 | 8.71% | 5.95% |
| 31 Mar, 03 | 12.09% | 3.24% |
| 31 Dec, 02 | 19.31% | 11.63% |
| 30 Sep, 02 | 12.88% | 9.89% |
| 30 Jun, 02 | 11.42% | 7.81% |
| 31 Mar, 02 | 12.09% | 8.79% |
| 31 Dec, 01 | 11.73% | 14.30% |
| 30 Sep, 01 | 9.06% | 21.54% |
| 30 Jun, 01 | 6.48% | 620.73% |
| 31 Mar, 01 | 1.02% | 3.43% |
| 31 Dec, 00 | 5.46% | 43.85% |
| 30 Sep, 00 | 3.53% | 20.20% |
| 30 Jun, 00 | 4.18% | 9126.78% |
| 31 Mar, 00 | 0.21% | 91.60% |
| 31 Dec, 99 | 0.48% | 76.27% |
| 30 Sep, 99 | 0.80% | 62.79% |
| 30 Jun, 99 | 1.13% | 4414.09% |
| 31 Mar, 99 | 0.16% | - |
As of 30 Jun 24, Surmodics is held by 93.38% institutional shareholders, representing a 1.16% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 71 | 44.90% |
| 31 Mar, 24 | 49 | -19.67% |
| 31 Dec, 23 | 61 | 29.79% |
| 30 Sep, 23 | 47 | 9.30% |
| 30 Jun, 23 | 43 | -36.76% |
| 31 Mar, 23 | 68 | 21.43% |
| 31 Dec, 22 | 56 | 14.29% |
| 30 Sep, 22 | 49 | -7.55% |
| 30 Jun, 22 | 53 | 6.00% |
| 31 Mar, 22 | 50 | -9.09% |
| 31 Dec, 21 | 55 | 5.77% |
| 30 Sep, 21 | 52 | -20.00% |
| 30 Jun, 21 | 65 | 6.56% |
| 31 Mar, 21 | 61 | 15.09% |
| 31 Dec, 20 | 53 | -5.36% |
| 30 Sep, 20 | 56 | -12.50% |
| 30 Jun, 20 | 64 | 25.49% |
| 31 Mar, 20 | 51 | -32.89% |
| 31 Dec, 19 | 76 | 5.56% |
| 30 Sep, 19 | 72 | 2.86% |
| 30 Jun, 19 | 70 | -2.78% |
| 31 Mar, 19 | 72 | -21.74% |
| 31 Dec, 18 | 92 | -11.54% |
| 30 Sep, 18 | 104 | 33.33% |
| 30 Jun, 18 | 78 | 65.96% |
| 31 Mar, 18 | 47 | 30.56% |
| 31 Dec, 17 | 36 | -20.00% |
| 30 Sep, 17 | 45 | - |
| 30 Jun, 17 | 45 | -13.46% |
| 31 Mar, 17 | 52 | -1.89% |
| 31 Dec, 16 | 53 | -8.62% |
| 30 Sep, 16 | 58 | 41.46% |
| 30 Jun, 16 | 41 | -19.61% |
| 31 Mar, 16 | 51 | -1.92% |
| 31 Dec, 15 | 52 | -8.77% |
| 30 Sep, 15 | 57 | - |
| 30 Jun, 15 | 57 | - |
| 31 Mar, 15 | 57 | 16.33% |
| 31 Dec, 14 | 49 | 11.36% |
| 30 Sep, 14 | 44 | 2.33% |
| 30 Jun, 14 | 43 | -2.27% |
| 31 Mar, 14 | 44 | - |
| 31 Dec, 13 | 44 | -22.81% |
| 30 Sep, 13 | 57 | -35.96% |
| 30 Jun, 13 | 89 | 217.86% |
| 31 Mar, 13 | 28 | -12.50% |
| 31 Dec, 12 | 32 | 18.52% |
| 30 Sep, 12 | 27 | 12.50% |
| 30 Jun, 12 | 24 | 9.09% |
| 31 Mar, 12 | 22 | -18.52% |
| 31 Dec, 11 | 27 | 22.73% |
| 30 Sep, 11 | 22 | 10.00% |
| 30 Jun, 11 | 20 | - |
| 31 Mar, 11 | 20 | -4.76% |
| 31 Dec, 10 | 21 | 61.54% |
| 30 Sep, 10 | 13 | -38.10% |
| 30 Jun, 10 | 21 | 50.00% |
| 31 Mar, 10 | 14 | -12.50% |
| 31 Dec, 09 | 16 | -30.43% |
| 30 Sep, 09 | 23 | 4.55% |
| 30 Jun, 09 | 22 | -8.33% |
| 31 Mar, 09 | 24 | -17.24% |
| 31 Dec, 08 | 29 | 3.57% |
| 30 Sep, 08 | 28 | 7.69% |
| 30 Jun, 08 | 26 | 13.04% |
| 31 Mar, 08 | 23 | -25.81% |
| 31 Dec, 07 | 31 | 19.23% |
| 30 Sep, 07 | 26 | 23.81% |
| 30 Jun, 07 | 21 | - |
| 31 Mar, 07 | 21 | -8.70% |
| 31 Dec, 06 | 23 | 43.75% |
| 30 Sep, 06 | 16 | -27.27% |
| 30 Jun, 06 | 22 | -15.38% |
| 31 Mar, 06 | 26 | 100.00% |
| 31 Dec, 05 | 13 | -35.00% |
| 30 Sep, 05 | 20 | - |
| 30 Jun, 05 | 20 | 5.26% |
| 31 Mar, 05 | 19 | 46.15% |
| 31 Dec, 04 | 13 | 18.18% |
| 30 Sep, 04 | 11 | 10.00% |
| 30 Jun, 04 | 10 | -23.08% |
| 31 Mar, 04 | 13 | 44.44% |
| 31 Dec, 03 | 9 | -50.00% |
| 30 Sep, 03 | 18 | 100.00% |
| 30 Jun, 03 | 9 | -25.00% |
| 31 Mar, 03 | 12 | -14.29% |
| 31 Dec, 02 | 14 | 40.00% |
| 30 Sep, 02 | 10 | - |
| 30 Jun, 02 | 10 | -9.09% |
| 31 Mar, 02 | 11 | 57.14% |
| 31 Dec, 01 | 7 | -46.15% |
| 30 Sep, 01 | 13 | 30.00% |
| 30 Jun, 01 | 10 | 233.33% |
| 31 Mar, 01 | 3 | -50.00% |
| 31 Dec, 00 | 6 | 50.00% |
| 30 Sep, 00 | 4 | 100.00% |
| 30 Jun, 00 | 2 | 100.00% |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | 100.00% |
| 30 Sep, 99 | 1 | -75.00% |
| 30 Jun, 99 | 4 | 100.00% |
| 31 Mar, 99 | 2 | - |
71 institutional shareholders have increased their position in SRDX stock as of 30 Jun 24 compared to 49 in the previous quarter (a 44.90% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | -17.95% |
| 31 Mar, 24 | 39 | - |
| 31 Dec, 23 | 39 | 21.88% |
| 30 Sep, 23 | 32 | -13.51% |
| 30 Jun, 23 | 37 | 8.82% |
| 31 Mar, 23 | 34 | -10.53% |
| 31 Dec, 22 | 38 | -5.00% |
| 30 Sep, 22 | 40 | -6.98% |
| 30 Jun, 22 | 43 | -21.82% |
| 31 Mar, 22 | 55 | -6.78% |
| 31 Dec, 21 | 59 | -10.61% |
| 30 Sep, 21 | 66 | 22.22% |
| 30 Jun, 21 | 54 | 10.20% |
| 31 Mar, 21 | 49 | -9.26% |
| 31 Dec, 20 | 54 | -1.82% |
| 30 Sep, 20 | 55 | 44.74% |
| 30 Jun, 20 | 38 | -20.83% |
| 31 Mar, 20 | 48 | 6.67% |
| 31 Dec, 19 | 45 | 2.27% |
| 30 Sep, 19 | 44 | -10.20% |
| 30 Jun, 19 | 49 | -2.00% |
| 31 Mar, 19 | 50 | 8.70% |
| 31 Dec, 18 | 46 | 6.98% |
| 30 Sep, 18 | 43 | 7.50% |
| 30 Jun, 18 | 40 | -2.44% |
| 31 Mar, 18 | 41 | -18.00% |
| 31 Dec, 17 | 50 | 8.70% |
| 30 Sep, 17 | 46 | -4.17% |
| 30 Jun, 17 | 48 | 41.18% |
| 31 Mar, 17 | 34 | -15.00% |
| 31 Dec, 16 | 40 | -16.67% |
| 30 Sep, 16 | 48 | -4.00% |
| 30 Jun, 16 | 50 | 19.05% |
| 31 Mar, 16 | 42 | 5.00% |
| 31 Dec, 15 | 40 | -13.04% |
| 30 Sep, 15 | 46 | 15.00% |
| 30 Jun, 15 | 40 | -2.44% |
| 31 Mar, 15 | 41 | -6.82% |
| 31 Dec, 14 | 44 | - |
| 30 Sep, 14 | 44 | -4.35% |
| 30 Jun, 14 | 46 | -4.17% |
| 31 Mar, 14 | 48 | -2.04% |
| 31 Dec, 13 | 49 | 28.95% |
| 30 Sep, 13 | 38 | 123.53% |
| 30 Jun, 13 | 17 | 41.67% |
| 31 Mar, 13 | 12 | -40.00% |
| 31 Dec, 12 | 20 | 25.00% |
| 30 Sep, 12 | 16 | - |
| 30 Jun, 12 | 16 | -15.79% |
| 31 Mar, 12 | 19 | 72.73% |
| 31 Dec, 11 | 11 | -15.38% |
| 30 Sep, 11 | 13 | - |
| 30 Jun, 11 | 13 | 62.50% |
| 31 Mar, 11 | 8 | 60.00% |
| 31 Dec, 10 | 5 | -28.57% |
| 30 Sep, 10 | 7 | 133.33% |
| 30 Jun, 10 | 3 | -40.00% |
| 31 Mar, 10 | 5 | -37.50% |
| 31 Dec, 09 | 8 | 166.67% |
| 30 Sep, 09 | 3 | -72.73% |
| 30 Jun, 09 | 11 | 57.14% |
| 31 Mar, 09 | 7 | -36.36% |
| 31 Dec, 08 | 11 | - |
| 30 Sep, 08 | 11 | 57.14% |
| 30 Jun, 08 | 7 | -46.15% |
| 31 Mar, 08 | 13 | 30.00% |
| 31 Dec, 07 | 10 | -16.67% |
| 30 Sep, 07 | 12 | 50.00% |
| 30 Jun, 07 | 8 | 166.67% |
| 31 Mar, 07 | 3 | -62.50% |
| 31 Dec, 06 | 8 | -27.27% |
| 30 Sep, 06 | 11 | 37.50% |
| 30 Jun, 06 | 8 | 14.29% |
| 31 Mar, 06 | 7 | -41.67% |
| 31 Dec, 05 | 12 | 20.00% |
| 30 Sep, 05 | 10 | 11.11% |
| 30 Jun, 05 | 9 | 12.50% |
| 31 Mar, 05 | 8 | 60.00% |
| 31 Dec, 04 | 5 | 66.67% |
| 30 Sep, 04 | 3 | -40.00% |
| 30 Jun, 04 | 5 | - |
| 31 Mar, 04 | 5 | -16.67% |
| 31 Dec, 03 | 6 | 50.00% |
| 30 Sep, 03 | 4 | - |
| 30 Jun, 03 | 4 | - |
| 31 Mar, 03 | 4 | 100.00% |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | -40.00% |
| 30 Jun, 02 | 5 | 150.00% |
| 31 Mar, 02 | 2 | -33.33% |
| 31 Dec, 01 | 3 | 200.00% |
| 30 Sep, 01 | 1 | -50.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 2 | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | - |
| 30 Jun, 99 | - | - |
| 31 Mar, 99 | - | - |
32 institutional shareholders have reduced their position in SRDX stock as of 30 Jun 24 compared to 39 in the previous quarter (a -17.95% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 123 | 7.89% | 13,214,491 | 3.95% | 93.38% | 1.16% | 71 | 44.90% | 32 | -17.95% |
| 31 Mar, 24 | 114 | -4.20% | 12,712,656 | -2.71% | 89.83% | 1.05% | 49 | -19.67% | 39 | - |
| 31 Dec, 23 | 119 | 11.21% | 13,067,094 | 6.24% | 92.66% | 1.21% | 61 | 29.79% | 39 | 21.88% |
| 30 Sep, 23 | 107 | -0.93% | 12,299,713 | -0.03% | 87.46% | 1.14% | 47 | 9.30% | 32 | -13.51% |
| 30 Jun, 23 | 108 | -11.48% | 12,303,163 | -2.07% | 87.57% | 1.09% | 43 | -36.76% | 37 | 8.82% |
| 31 Mar, 23 | 122 | - | 12,562,699 | -2.27% | 89.54% | 1.06% | 68 | 21.43% | 34 | -10.53% |
| 31 Dec, 22 | 122 | 2.52% | 12,854,433 | -0.10% | 91.93% | 1.08% | 56 | 14.29% | 38 | -5.00% |
| 30 Sep, 22 | 119 | -6.30% | 12,867,104 | 0.50% | 92.46% | 1.07% | 49 | -7.55% | 40 | -6.98% |
| 30 Jun, 22 | 127 | -5.22% | 12,803,698 | 0.42% | 92.90% | 1.11% | 53 | 6.00% | 43 | -21.82% |
| 31 Mar, 22 | 134 | -9.46% | 12,750,378 | 1.14% | 91.62% | 1.11% | 50 | -9.09% | 55 | -6.78% |
| 31 Dec, 21 | 148 | -1.33% | 12,606,068 | 0.57% | 90.83% | 1.10% | 55 | 5.77% | 59 | -10.61% |
| 30 Sep, 21 | 150 | 1.35% | 12,534,063 | 0.44% | 91.06% | 1.10% | 52 | -20.00% | 66 | 22.22% |
| 30 Jun, 21 | 148 | 6.47% | 12,479,185 | -4.75% | 91.12% | 1.00% | 65 | 6.56% | 54 | 10.20% |
| 31 Mar, 21 | 139 | - | 13,101,201 | 7.13% | 95.31% | 1.19% | 61 | 15.09% | 49 | -9.26% |
| 31 Dec, 20 | 139 | - | 12,228,946 | 0.21% | 89.47% | 1.09% | 53 | -5.36% | 54 | -1.82% |
| 30 Sep, 20 | 139 | 5.30% | 12,203,911 | -0.15% | 90.55% | 1.12% | 56 | -12.50% | 55 | 44.74% |
| 30 Jun, 20 | 132 | 5.60% | 12,221,830 | -0.79% | 89.86% | 1.08% | 64 | 25.49% | 38 | -20.83% |
| 31 Mar, 20 | 125 | -11.97% | 12,318,723 | 1.69% | 91.20% | 1.13% | 51 | -32.89% | 48 | 6.67% |
| 31 Dec, 19 | 142 | -3.40% | 12,114,179 | 2.93% | 89.94% | 1.16% | 76 | 5.56% | 45 | 2.27% |
| 30 Sep, 19 | 147 | 5.00% | 11,769,079 | -2.51% | 87.90% | 1.08% | 72 | 2.86% | 44 | -10.20% |
| 30 Jun, 19 | 140 | -6.67% | 12,072,080 | 3.32% | 90.13% | 1.18% | 70 | -2.78% | 49 | -2.00% |
| 31 Mar, 19 | 150 | -8.54% | 11,684,281 | -0.19% | 87.26% | 1.14% | 72 | -21.74% | 50 | 8.70% |
| 31 Dec, 18 | 164 | -5.20% | 11,706,039 | 1.97% | 87.57% | 1.14% | 92 | -11.54% | 46 | 6.98% |
| 30 Sep, 18 | 173 | 18.49% | 11,479,543 | 0.73% | 87.57% | 1.18% | 104 | 33.33% | 43 | 7.50% |
| 30 Jun, 18 | 146 | 24.79% | 11,396,187 | 2.20% | 86.32% | 1.19% | 78 | 65.96% | 40 | -2.44% |
| 31 Mar, 18 | 117 | 4.46% | 11,151,020 | 0.43% | 85.11% | 1.16% | 47 | 30.56% | 41 | -18.00% |
| 31 Dec, 17 | 112 | -5.08% | 11,103,436 | -0.96% | 85.63% | 1.16% | 36 | -20.00% | 50 | 8.70% |
| 30 Sep, 17 | 118 | 1.72% | 11,210,954 | -0.36% | 85.97% | 1.18% | 45 | - | 46 | -4.17% |
| 30 Jun, 17 | 116 | 3.57% | 11,251,918 | -1.11% | 85.53% | 1.15% | 45 | -13.46% | 48 | 41.18% |
| 31 Mar, 17 | 112 | -4.27% | 11,378,593 | 0.30% | 86.07% | 1.17% | 52 | -1.89% | 34 | -15.00% |
| 31 Dec, 16 | 117 | -7.87% | 11,344,392 | -1.07% | 85.94% | 1.10% | 53 | -8.62% | 40 | -16.67% |
| 30 Sep, 16 | 127 | 6.72% | 11,466,998 | 2.33% | 88.22% | 1.19% | 58 | 41.46% | 48 | -4.00% |
| 30 Jun, 16 | 119 | 1.71% | 11,206,448 | -3.24% | 86.24% | 1.08% | 41 | -19.61% | 50 | 19.05% |
| 31 Mar, 16 | 117 | -1.68% | 11,581,238 | 0.86% | 89.30% | 1.14% | 51 | -1.92% | 42 | 5.00% |
| 31 Dec, 15 | 119 | -4.03% | 11,481,955 | -0.85% | 88.55% | 1.12% | 52 | -8.77% | 40 | -13.04% |
| 30 Sep, 15 | 124 | 3.33% | 11,579,844 | 0.04% | 88.88% | 1.12% | 57 | - | 46 | 15.00% |
| 30 Jun, 15 | 120 | 0.84% | 11,575,272 | -0.24% | 89.03% | 1.11% | 57 | - | 40 | -2.44% |
| 31 Mar, 15 | 119 | 6.25% | 11,603,316 | 1.58% | 89.64% | 1.20% | 57 | 16.33% | 41 | -6.82% |
| 31 Dec, 14 | 112 | - | 11,422,983 | -1.64% | 86.37% | 1.18% | 49 | 11.36% | 44 | - |
| 30 Sep, 14 | 112 | - | 11,613,047 | 0.24% | 85.43% | 1.17% | 44 | 2.33% | 44 | -4.35% |
| 30 Jun, 14 | 112 | 0.90% | 11,584,930 | 0.88% | 85.28% | 1.19% | 43 | -2.27% | 46 | -4.17% |
| 31 Mar, 14 | 111 | 0.91% | 11,484,367 | 5.37% | 84.83% | 1.35% | 44 | - | 48 | -2.04% |
| 31 Dec, 13 | 110 | -4.35% | 10,898,724 | -3.31% | 79.23% | 1.25% | 44 | -22.81% | 49 | 28.95% |
| 30 Sep, 13 | 115 | 0.88% | 11,271,976 | -2.32% | 79.55% | 1.24% | 57 | -35.96% | 38 | 123.53% |
| 30 Jun, 13 | 114 | 132.65% | 11,539,379 | 131.27% | 80.06% | 6.88% | 89 | 217.86% | 17 | 41.67% |
| 31 Mar, 13 | 49 | -14.04% | 4,989,549 | -20.69% | 34.12% | 1.85% | 28 | -12.50% | 12 | -40.00% |
| 31 Dec, 12 | 57 | 23.91% | 6,290,906 | 35.50% | 42.93% | 5.97% | 32 | 18.52% | 20 | 25.00% |
| 30 Sep, 12 | 46 | - | 4,642,619 | -22.78% | 26.81% | 2.28% | 27 | 12.50% | 16 | - |
| 30 Jun, 12 | 46 | -6.12% | 6,012,062 | -25.75% | 34.30% | 1.61% | 24 | 9.09% | 16 | -15.79% |
| 31 Mar, 12 | 49 | 4.26% | 8,096,674 | -0.76% | 46.22% | 2.12% | 22 | -18.52% | 19 | 72.73% |
| 31 Dec, 11 | 47 | 14.63% | 8,158,851 | 6.37% | 46.69% | 2.42% | 27 | 22.73% | 11 | -15.38% |
| 30 Sep, 11 | 41 | 7.89% | 7,669,979 | 22.36% | 43.96% | 3.40% | 22 | 10.00% | 13 | - |
| 30 Jun, 11 | 38 | 8.57% | 6,268,269 | -18.18% | 35.95% | 1.86% | 20 | - | 13 | 62.50% |
| 31 Mar, 11 | 35 | 6.06% | 7,660,714 | 16.40% | 44.01% | 3.07% | 20 | -4.76% | 8 | 60.00% |
| 31 Dec, 10 | 33 | 22.22% | 6,581,624 | 67.00% | 37.86% | 7.36% | 21 | 61.54% | 5 | -28.57% |
| 30 Sep, 10 | 27 | 3.85% | 3,941,117 | 17.45% | 22.69% | 6.07% | 13 | -38.10% | 7 | 133.33% |
| 30 Jun, 10 | 26 | 13.04% | 3,355,544 | 11.26% | 19.33% | 6.41% | 21 | 50.00% | 3 | -40.00% |
| 31 Mar, 10 | 23 | -20.69% | 3,015,999 | -54.78% | 17.36% | 1.18% | 14 | -12.50% | 5 | -37.50% |
| 31 Dec, 09 | 29 | -19.44% | 6,669,323 | 100.14% | 38.34% | 10.41% | 16 | -30.43% | 8 | 166.67% |
| 30 Sep, 09 | 36 | -2.70% | 3,332,258 | -47.98% | 19.19% | 1.41% | 23 | 4.55% | 3 | -72.73% |
| 30 Jun, 09 | 37 | 8.82% | 6,405,679 | 66.33% | 36.91% | 7.47% | 22 | -8.33% | 11 | 57.14% |
| 31 Mar, 09 | 34 | -22.73% | 3,851,101 | -40.22% | 22.23% | 1.68% | 24 | -17.24% | 7 | -36.36% |
| 31 Dec, 08 | 44 | -8.33% | 6,441,697 | 13.36% | 36.43% | 3.67% | 29 | 3.57% | 11 | - |
| 30 Sep, 08 | 48 | 20.00% | 5,682,676 | 19.35% | 31.52% | 4.54% | 28 | 7.69% | 11 | 57.14% |
| 30 Jun, 08 | 40 | -11.11% | 4,761,203 | 9.59% | 26.34% | 4.57% | 26 | 13.04% | 7 | -46.15% |
| 31 Mar, 08 | 45 | -2.17% | 4,344,640 | -80.21% | 24.00% | 0.16% | 23 | -25.81% | 13 | 30.00% |
| 31 Dec, 07 | 46 | 17.95% | 21,950,445 | 507.15% | 121.85% | 29.48% | 31 | 19.23% | 10 | -16.67% |
| 30 Sep, 07 | 39 | 11.43% | 3,615,311 | 19.34% | 20.33% | 7.03% | 26 | 23.81% | 12 | 50.00% |
| 30 Jun, 07 | 35 | 16.67% | 3,029,419 | -13.85% | 17.00% | 4.46% | 21 | - | 8 | 166.67% |
| 31 Mar, 07 | 30 | -16.67% | 3,516,570 | 48.51% | 19.52% | 11.86% | 21 | -8.70% | 3 | -62.50% |
| 31 Dec, 06 | 36 | 12.50% | 2,367,913 | -42.13% | 12.83% | 2.61% | 23 | 43.75% | 8 | -27.27% |
| 30 Sep, 06 | 32 | 3.23% | 4,091,858 | 29.28% | 22.17% | 7.63% | 16 | -27.27% | 11 | 37.50% |
| 30 Jun, 06 | 31 | -11.43% | 3,165,050 | -16.24% | 17.04% | 4.08% | 22 | -15.38% | 8 | 14.29% |
| 31 Mar, 06 | 35 | 25.00% | 3,778,866 | 1.54% | 20.45% | 5.02% | 26 | 100.00% | 7 | -41.67% |
| 31 Dec, 05 | 28 | -17.65% | 3,721,464 | 32.85% | 20.19% | 8.74% | 13 | -35.00% | 12 | 20.00% |
| 30 Sep, 05 | 34 | 9.68% | 2,801,334 | 28.46% | 15.19% | 10.73% | 20 | - | 10 | 11.11% |
| 30 Jun, 05 | 31 | 14.81% | 2,180,653 | 5.13% | 11.90% | 9.10% | 20 | 5.26% | 9 | 12.50% |
| 31 Mar, 05 | 27 | 42.11% | 2,074,234 | -5.29% | 11.44% | 7.36% | 19 | 46.15% | 8 | 60.00% |
| 31 Dec, 04 | 19 | 11.76% | 2,190,157 | -3.98% | 12.46% | 7.34% | 13 | 18.18% | 5 | 66.67% |
| 30 Sep, 04 | 17 | - | 2,280,950 | 23.02% | 13.03% | 11.63% | 11 | 10.00% | 3 | -40.00% |
| 30 Jun, 04 | 17 | -5.56% | 1,854,101 | -5.19% | 10.59% | 8.46% | 10 | -23.08% | 5 | - |
| 31 Mar, 04 | 18 | -10.00% | 1,955,610 | 107.45% | 11.19% | 38.35% | 13 | 44.44% | 5 | -16.67% |
| 31 Dec, 03 | 20 | -23.08% | 942,678 | -59.58% | 5.40% | 3.02% | 9 | -50.00% | 6 | 50.00% |
| 30 Sep, 03 | 26 | 36.84% | 2,332,194 | 53.93% | 13.37% | 17.64% | 18 | 100.00% | 4 | - |
| 30 Jun, 03 | 19 | - | 1,515,133 | -27.68% | 8.71% | 5.95% | 9 | -25.00% | 4 | - |
| 31 Mar, 03 | 19 | - | 2,095,061 | -37.22% | 12.09% | 3.24% | 12 | -14.29% | 4 | 100.00% |
| 31 Dec, 02 | 19 | 26.67% | 3,337,138 | 52.23% | 19.31% | 11.63% | 14 | 40.00% | 2 | -33.33% |
| 30 Sep, 02 | 15 | - | 2,192,148 | 12.17% | 12.88% | 9.89% | 10 | - | 3 | -40.00% |
| 30 Jun, 02 | 15 | 7.14% | 1,954,246 | -4.51% | 11.42% | 7.81% | 10 | -9.09% | 5 | 150.00% |
| 31 Mar, 02 | 14 | 7.69% | 2,046,608 | 4.01% | 12.09% | 8.79% | 11 | 57.14% | 2 | -33.33% |
| 31 Dec, 01 | 13 | -18.75% | 1,967,789 | 30.18% | 11.73% | 14.30% | 7 | -46.15% | 3 | 200.00% |
| 30 Sep, 01 | 16 | 33.33% | 1,511,593 | 39.23% | 9.06% | 21.54% | 13 | 30.00% | 1 | -50.00% |
| 30 Jun, 01 | 12 | 100.00% | 1,085,675 | 536.58% | 6.48% | 620.73% | 10 | 233.33% | 2 | - |
| 31 Mar, 01 | 6 | - | 170,547 | -81.16% | 1.02% | 3.43% | 3 | -50.00% | 2 | - |
| 31 Dec, 00 | 6 | -14.29% | 905,110 | 54.98% | 5.46% | 43.85% | 6 | 50.00% | - | -100.00% |
| 30 Sep, 00 | 7 | 75.00% | 584,005 | -10.62% | 3.53% | 20.20% | 4 | 100.00% | 2 | - |
| 30 Jun, 00 | 4 | 33.33% | 653,400 | 1862.16% | 4.18% | 9126.78% | 2 | 100.00% | - | - |
| 31 Mar, 00 | 3 | - | 33,300 | -55.36% | 0.21% | 91.60% | 1 | -50.00% | - | -100.00% |
| 31 Dec, 99 | 3 | - | 74,600 | -39.16% | 0.48% | 76.27% | 2 | 100.00% | 1 | -50.00% |
| 30 Sep, 99 | 3 | -40.00% | 122,619 | -26.10% | 0.80% | 62.79% | 1 | -75.00% | 2 | - |
| 30 Jun, 99 | 5 | 150.00% | 165,919 | 614.43% | 1.13% | 4414.09% | 4 | 100.00% | - | - |
| 31 Mar, 99 | 2 | - | 23,224 | - | 0.16% | - | 2 | - | - | - |
Surmodics Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Surmodics's stock was made by BEDOYA JOSE H on Feb 12 2024, selling 2,954 shares at $31.89 per share (valued at $94.20K).
Surmodics Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 2 | 4 | 50.00% |
| Q4 2023 | 18 | 27 | 66.67% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 11 | - | - |
| Q4 2022 | 18 | 26 | 69.23% |
| Q3 2022 | 2 | 3 | 66.67% |
| Q2 2022 | 1 | 3 | 33.33% |
| Q1 2022 | 12 | 4 | 300.00% |
| Q4 2021 | 20 | 29 | 68.97% |
| Q3 2021 | 6 | 15 | 40.00% |
| Q2 2021 | 2 | 6 | 33.33% |
| Q1 2021 | 21 | 25 | 84.00% |
| Q4 2020 | 21 | 22 | 95.45% |
| Q3 2020 | 3 | 9 | 33.33% |
| Q2 2020 | 6 | 5 | 120.00% |
| Q1 2020 | 16 | 2 | 800.00% |
| Q4 2019 | 31 | 38 | 81.58% |
| Q3 2019 | 2 | 11 | 18.18% |
| Q2 2019 | 4 | 4 | 100.00% |
2 total buy trades, and 4 total sell trades (buy/sell ratio of 0.50%) were made by Surmodics's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 6 | - |
| Q2 2021 | - | 3 | - |
| Q1 2021 | - | 11 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 4 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | - | 2 | - |
| Q4 2019 | - | 6 | - |
| Q3 2019 | - | 7 | - |
| Q2 2019 | - | 3 | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Surmodics's stocks.
Surmodics Peer Ownership
| Ticker | Company |
|---|---|
| FNA | Paragon 28, Inc. |
| ANIK | Anika Therapeutics, Inc. |
| APYX | Apyx Medical Corporation |
| OFIX | Orthofix Medical Inc. |
| SGHT | Sight Sciences, Inc. |
| ITGR | Integer Holdings Corporation |
| LUNG | Pulmonx Corporation |
| NPCE | NeuroPace, Inc. |
| LIVN | LivaNova PLC |
| KIDS | OrthoPediatrics Corp. |
| SIBN | SI-BONE, Inc. |
| OSA | ProSomnus, Inc. Common Stock |
| AXGN | AxoGen, Inc. |
| INGN | Inogen, Inc. |
| CNMD | CONMED Corporation |
SRDX Ownership FAQ
Who Owns Surmodics?
Surmodics is owned by institutional shareholders (93.38%), insiders (3.83%), and public (2.79%). The largest institutional shareholder of Surmodics is BERYL CAPITAL MANAGEMENT LLC (10.90% of total shares) and the top mutual fund owner is DSS AMERICAFIRST QUANTITATIVE FUNDS (0.43% of total shares).
Who are the major institutional shareholders of Surmodics?
Surmodics's major institutional shareholders are BERYL CAPITAL MANAGEMENT LLC, BLACKROCK INC., MORGAN STANLEY, TRIGRAN INVESTMENTS, INC., and VANGUARD GROUP INC. The top five shareholders own together 40.11% of the company's share outstanding.
How many Surmodics shareholders are there?
As of Jun 2024, there are 123 institutional shareholders of Surmodics.
What percentage of Surmodics is owned by BERYL CAPITAL MANAGEMENT LLC?
BERYL CAPITAL MANAGEMENT LLC owns 1.54M shares of Surmodics, representing 10.90% of the company's total shares outstanding, valued at $64.83M (as of Jun 2024).
What percentage of Surmodics is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.17M shares of Surmodics (SRDX), compromising 8.27% of the company, valued at $49.22M.
What percentage of Surmodics is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Surmodics. The company owns 1.12M of the company's shares outstanding (worth $46.92M).