WIC
SRDX

Water Island Capital’s Surmodics SRDX Stock Holding History

Water Island Capital’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,132
Closed -$554K – 97
2025
Q1 		$554K Buy
+18,132
New +$610K 0.07% 79
2024
Q4 		– Sell
-25,504
Closed -$989K – 87
2024
Q3 		$989K Sell
25,504
-2,088
-8% -$84.5K 0.1% 60
2024
Q2 		$1.16M Buy
+27,592
New +$941K 0.12% 60

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Water Island Capital's SRDX Position: Q2 2025 in Review

Water Island Capital sold out of Surmodics (SRDX) in Q2 2025, closing a stake of 18,132 shares — an estimated $554K sold.

Water Island Capital first reported a position in SRDX in Q2 2024 and held it in 3 quarters. The position peaked at $1.16M in Q2 2024. 135 funds tracked by Wall St. Rank hold SRDX as of Q2 2025.

  • Water Island Capital reported no remaining Surmodics position as of Q2 2025 after selling out during the quarter.
  • Water Island Capital sold 18,132 Surmodics shares in Q2 2025, an estimated $554K.
  • Water Island Capital first reported a position in Surmodics in Q2 2024 and held it in 3 quarters.
  • Water Island Capital's Surmodics position peaked at $1.16M in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Surmodics as of Q2 2025.

Based on Water Island Capital's 13F filing for Q2 2025, filed 14 Aug 2025.