Surmodics Ownership | Who Owns Surmodics?

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Surmodics Ownership Summary

Surmodics is owned by 82.65% institutional investors, 3.79% insiders, and 13.56% retail investors. Beryl capital management is the largest institutional shareholder, holding 10.90% of SRDX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.96% of its assets in Surmodics shares.

SRDX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Surmodics	82.65%	3.79%	13.56%
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
Beryl capital management	1.54M	10.90%	$64.83M
Blackrock	1.17M	8.27%	$49.22M
Morgan stanley	1.12M	7.89%	$46.92M
Trigran investments	1.04M	7.37%	$43.88M
Vanguard group	803.83K	5.68%	$33.79M
Soleus capital management	781.78K	5.52%	$32.87M
Disciplined growth investors inc /mn	580.57K	4.10%	$24.41M
Dimensional fund advisors lp	380.34K	2.69%	$15.99M
Geode capital management	324.04K	2.29%	$13.63M
State street	313.83K	2.22%	$13.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Beryl capital management	1.54M	19.49%	$64.83M
Trigran investments	1.04M	4.59%	$43.88M
Soleus capital management	781.78K	2.90%	$32.87M
Gardner lewis asset management l p	202.93K	2.34%	$8.53M
Gabelli & co investment advisers	72.10K	0.51%	$3.03M
Bck capital management lp	17.00K	0.46%	$714.68K
Disciplined growth investors inc /mn	580.57K	0.46%	$24.41M
Angelo gordon	25.00K	0.40%	$1.05M
Clearalpha technologies lp	25.17K	0.35%	$1.06M
Prelude capital management	103.98K	0.30%	$4.37M

Top Buyers

Holder	Shares	% Assets	Change
Beryl capital management	1.54M	19.49%	1.54M
Alliancebernstein	290.85K	0.00%	275.13K
Morgan stanley	1.12M	0.00%	262.16K
Gabelli funds	260.20K	0.08%	207.50K
Gardner lewis asset management l p	202.93K	2.34%	202.93K

Top Sellers

Holder	Shares	% Assets	Change
Trigran investments	1.04M	4.59%	-1.31M
Renaissance	-	-	-606.54K
Millennium management	77.00K	0.00%	-506.03K
Acadian asset management	-	-	-402.66K
Segall bryant & hamill	-	-	-396.70K

New Positions

Holder	Shares	% Assets	Change	Value
Beryl capital management	1.54M	19.49%	1.54M	$64.83M
Gardner lewis asset management l p	202.93K	2.34%	202.93K	$8.53M
Capula management	165.12K	0.06%	165.12K	$6.94M
Aqr arbitrage	122.98K	0.13%	122.98K	$5.17M
Prelude capital management	103.98K	0.30%	103.98K	$4.37M

Sold Out

Holder	Change
Lindbrook capital	-11.00
Innealta capital	-18.00
Sachetta	-20.00
Pnc financial services group	-39.00
Aquatic capital management	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	127	0.79%	11,698,029	-11.59%	82	0.95%	67	-6.94%	33	-2.94%
Jun 30, 2024	124	8.77%	13,231,118	4.08%	93	1.16%	71	44.90%	33	-15.38%
Mar 31, 2024	114	-4.20%	12,712,656	-2.71%	89	1.05%	49	-19.67%	39	-
Dec 31, 2023	119	11.21%	13,067,094	6.24%	92	1.21%	61	29.79%	39	21.88%
Sep 30, 2023	107	-0.93%	12,299,713	-0.03%	87	1.14%	47	9.30%	32	-13.51%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	422.04K	2.96%	-
iShares Russell 2000 ETF	350.87K	2.46%	-784.00
AB Merger Arbitrage S1 USD	237.65K	1.67%	3.78K
Vanguard Institutional Extnd Mkt Idx Tr	214.22K	1.50%	-6.17K
Disciplined Growth - Small Cap Growth	174.81K	1.23%	174.81K
Kennedy Micro Cap	150.45K	1.05%	56.88K
Fidelity Small Cap Index	140.67K	0.99%	-3.82K
AB Event Driven S1 USD	139.20K	0.98%	2.00K
DFA US Small Cap I	118.52K	0.83%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	106.80K	0.75%	-3.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 26, 2024	Arens Timothy J.	Chief Financial Officer	Sell	$276.45K
Nov 28, 2022	BEDOYA JOSE H	-	Sell	$152.32K
Nov 11, 2022	KALICH RONALD B SR	-	Sell	$91.51K
Nov 14, 2022	DANTZKER DAVID	-	Sell	$91.51K
Apr 01, 2022	Maharaj Gary R	President & CEO	Sell	$175.40K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-

SRDX Ownership FAQ

Who Owns Surmodics?

Surmodics shareholders are primarily institutional investors at 82.65%, followed by 3.79% insiders and 13.56% retail investors. The average institutional ownership in Surmodics's industry, Medical Device Stocks, is 53.39%, which Surmodics exceeds.

Who owns the most shares of Surmodics?

Surmodics’s largest shareholders are Beryl capital management (1.54M shares, 10.90%), Blackrock (1.17M shares, 8.27%), and Morgan stanley (1.12M shares, 7.89%). Together, they hold 27.06% of Surmodics’s total shares outstanding.

Does Blackrock own Surmodics?

Yes, BlackRock owns 8.27% of Surmodics, totaling 1.17M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 49.22M$. In the last quarter, BlackRock increased its holdings by 118.87K shares, a 11.30% change.

Who is Surmodics’s biggest shareholder by percentage of total assets invested?

Beryl capital management is Surmodics’s biggest shareholder by percentage of total assets invested, with 19.49% of its assets in 1.54M Surmodics shares, valued at 64.83M$.

Who is the top mutual fund holder of Surmodics shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Surmodics shares, with 2.96% of its total shares outstanding invested in 422.04K Surmodics shares.

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