Surmodics Ownership | Who Owns Surmodics?

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Surmodics Ownership Summary

Surmodics is owned by 12.37% institutional investors, 3.39% insiders, and 84.24% retail investors. Blackrock is the largest institutional shareholder, holding 8.27% of SRDX shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.95% of its assets in Surmodics shares.

SRDX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Surmodics	12.37%	3.39%	84.24%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Medical Device Stocks	40.18%	9.93%	49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.17M	8.27%	$49.22M
Blackrock funding, inc. /de	1.15M	8.14%	$45.71M
Morgan stanley	1.12M	7.89%	$46.92M
Alliancebernstein	1.01M	7.13%	$40.05M
Vanguard group	803.30K	5.66%	$31.81M
Qube research	454.02K	3.20%	$17.98M
Soleus capital management	394.06K	2.78%	$15.60M
Dimensional fund advisors lp	380.34K	2.68%	$15.06M
State street	373.52K	2.62%	$14.79M
Trigran investments	368.21K	2.60%	$14.58M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bardin hill management partners lp	187.87K	3.53%	$7.44M
Gardner lewis asset management l p	262.88K	2.52%	$10.41M
Beryl capital management	237.58K	2.13%	$9.41M
Trigran investments	368.21K	1.68%	$14.58M
Clearalpha technologies lp	60.15K	1.63%	$2.38M
Yakira capital management	71.11K	1.02%	$2.82M
Soleus capital management	394.06K	0.98%	$15.60M
Gabelli & co investment advisers	129.24K	0.87%	$5.12M
Murchinson	50.08K	0.85%	$1.98M
One68 global capital	27.46K	0.58%	$1.09M

Top Buyers

Holder	Shares	% Assets	Change
Hudson bay capital management lp	300.00K	0.04%	300.00K
Morgan stanley	1.12M	0.00%	262.16K
Bardin hill management partners lp	187.87K	3.53%	187.87K
Balyasny asset management	124.27K	0.01%	124.27K
Blackrock	1.17M	0.00%	118.87K

Top Sellers

Holder	Shares	% Assets	Change
Beryl capital management	237.58K	2.13%	-751.32K
Renaissance	-	-	-606.54K
Acadian asset management	-	-	-402.66K
Segall bryant & hamill	-	-	-396.70K
Sand grove capital management llp	-	-	-355.32K

New Positions

Holder	Shares	% Assets	Change	Value
Hudson bay capital management lp	300.00K	0.04%	300.00K	$11.88M
Bardin hill management partners lp	187.87K	3.53%	187.87K	$7.44M
Balyasny asset management	124.27K	0.01%	124.27K	$4.92M
Boussard & gavaudan investment management llp	98.38K	0.33%	98.38K	$3.90M
Verition fund management	91.00K	0.01%	91.00K	$3.60M

Sold Out

Holder	Change
Gamma investing	-5.00
Lindbrook capital	-11.00
Voisard asset management group	-13.00
Innealta capital	-18.00
Sachetta	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	43	-66.41%	1,755,062	-85.21%	12	0.18%	16	-76.47%	11	-66.67%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	422.04K	2.95%	-
Vanguard Total Stock Mkt Idx Inv	422.04K	2.95%	-
iShares Russell 2000 ETF	365.35K	2.56%	-3.19K
Vanguard Institutional Extnd Mkt Idx Tr	219.44K	1.53%	272.00
AB Merger Arbitrage S1 USD	213.95K	1.50%	-10.19K
Disciplined Growth - Small Cap Growth	174.81K	1.23%	174.81K
Kennedy Micro Cap	150.45K	1.05%	56.88K
Fidelity Small Cap Index	134.60K	0.94%	-2.52K
AB Event Driven S1 USD	123.89K	0.87%	-6.22K
GAMCO Intl SICAV Merger Arbtrg I (USD)	120.81K	0.85%	10.11K

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
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	-	-

SRDX Ownership FAQ

Who Owns Surmodics?

Surmodics shareholders are primarily institutional investors at 12.37%, followed by 3.39% insiders and 84.24% retail investors. The average institutional ownership in Surmodics's industry, Medical Device Stocks, is 40.18%, which Surmodics falls below.

Who owns the most shares of Surmodics?

Surmodics’s largest shareholders are Blackrock (1.17M shares, 8.27%), Blackrock funding, inc. /de (1.15M shares, 8.14%), and Morgan stanley (1.12M shares, 7.89%). Together, they hold 24.30% 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?

Bardin hill management partners lp is Surmodics’s biggest shareholder by percentage of total assets invested, with 3.53% of its assets in 187.87K Surmodics shares, valued at 7.44M$.

Who is the top mutual fund holder of Surmodics shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Surmodics shares, with 2.95% of its total shares outstanding invested in 422.04K Surmodics shares.

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