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Surmodics
SRDX

Overview Fund Activity

103 hedge funds and large institutions have $395M invested in Surmodics in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
34
Reduced
34
Closed
12
Calls
$13K
Puts
$340K
Net Calls
-$327K
Net Calls Change
+$1.68M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.08M
2
DGI
2
Disciplined Growth Investors
Minnesota
$19.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.94M
4
GIP
4
Granite Investment Partners
California
$1.99M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$11.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$22.7M
2
SCM
2
Soleus Capital Management
Connecticut
$39.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.34M
4
KCM
4
Kennedy Capital Management
Missouri
$7.37M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
76
Financial Perspectives
Minnesota
$193K – – –
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$184K +$1.34K +42 +0.7%
Lazard Asset Management
78
Lazard Asset Management
New York
$149K +$149K +4,646 New
HIM
79
Hillsdale Investment Management
Ontario, Canada
$127K +$127K +3,950 New
SO
80
STRS Ohio
Ohio
$115K – – –
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$98K -$8.18K -254 -8%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$97.5K -$49.5K -1,542 -34%
Wells Fargo
83
Wells Fargo
California
$91.7K -$96K -2,993 -51%
Barclays
84
Barclays
United Kingdom
$78K -$10.4K -322 -12%
AB
85
Amalgamated Bank
New York
$67K – – –
Legal & General Group
86
Legal & General Group
United Kingdom
$49.3K -$3.76K -117 -7%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$45.2K – – –
AIP
88
Ameritas Investment Partners
Nebraska
$36.7K – – –
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$24.9K – – –
MCM
90
Manchester Capital Management
Vermont
$24.9K – – –
TRCT
91
Tower Research Capital (TRC)
New York
$24.9K +$18.7K +584 +306%
NA
92
NewEdge Advisors
Louisiana
$24K – – –
Osaic Holdings
93
Osaic Holdings
Arizona
$15.2K +$9.49K +296 +167%
AWM
94
Avior Wealth Management
Nebraska
$12.6K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$8.12K +$8.12K +253 New
JWA
97
JFS Wealth Advisors
Pennsylvania
$7.22K – – –
NECFA
98
New England Capital Financial Advisors
Connecticut
$3.21K – – –
CMBA
99
C.M. Bidwell & Associates
Hawaii
$1.96K +$1.96K +61 New
PWMG
100
Prestige Wealth Management Group
New Jersey
$1.7K – – –
1 2 3
4
5