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KORU Medical Systems

58 hedge funds and large institutions have $46M invested in KORU Medical Systems in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $8K | Put options by funds: $3K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

5% more funds holding

Funds holding: 5558 (+3)

1.35% more ownership

Funds ownership: 39.45%40.8% (+1.4%)

5% less capital invested

Capital invested by funds: $48.6M → $46M (-$2.64M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
18
Reduced
15
Closed
4
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
FLAM
1
First Light Asset Management
Minnesota
$12.7M -$294K -123,559 -2%
ACM
2
Archon Capital Management
Washington
$9.13M +$376K +158,024 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.69M +$50.7K +21,286 +1%
BlackRock
4
BlackRock
New York
$4.13M +$294K +123,317 +8%
2C
5
272 Capital
Texas
$2.25M -$21.7K -9,129 -1%
AFG
6
Albion Financial Group
Utah
$1.89M -$56.8K -23,855 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.87M +$58.6K +24,602 +3%
MIM
8
Meros Investment Management
Texas
$1.29M +$24.7K +10,368 +2%
State Street
9
State Street
Massachusetts
$1.2M +$23.9K +10,039 +2%
Northern Trust
10
Northern Trust
Illinois
$1.19M +$450K +189,067 +64%
BFM
11
Boothbay Fund Management
New York
$867K
KeyBank National Association
12
KeyBank National Association
Ohio
$531K
Morgan Stanley
13
Morgan Stanley
New York
$371K +$256K +107,467 +246%
HWM
14
HighMark Wealth Management
Minnesota
$297K
EFMC
15
Empire Financial Management Company
New York
$263K -$54.8K -23,000 -18%
WT
16
Washington Trust
Rhode Island
$246K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$240K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$238K -$2.09K -878 -0.9%
Charles Schwab
19
Charles Schwab
California
$228K
Citadel Advisors
20
Citadel Advisors
Florida
$158K +$38.6K +16,223 +34%
LAM
21
Lakewood Asset Management
Illinois
$147K
WPC
22
White Pine Capital
Minnesota
$138K -$6.11K -2,563 -4%
N
23
Nuveen
North Carolina
$135K +$13.5K +5,649 +11%
EAM
24
Eagle Asset Management
Florida
$133K
Bank of America
25
Bank of America
North Carolina
$123K +$12 +5 +0%

KRMD Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KORU Medical Systems (KRMD) for Q4 2023, worth a combined $46M — down 5.4% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KRMD positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, adding an estimated $450K. The largest seller was First Light Asset Management, cutting an estimated $294K.

  • 58 institutional investors held KORU Medical Systems (KRMD) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $46M of KORU Medical Systems stock for Q4 2023, down 5.4% quarter-over-quarter.
  • 7 funds opened new KORU Medical Systems positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest KORU Medical Systems buyer in Q4 2023 was Northern Trust, an estimated $450K added.
  • The largest KORU Medical Systems seller in Q4 2023 was First Light Asset Management, an estimated $294K sold.

Based on aggregated 13F filings for Q4 2023.