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Surmodics
SRDX

Overview Fund Activity

131 hedge funds and large institutions have $349M invested in Surmodics in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
50
Closed
19
Calls
$2.38M
Puts
$2.75M
Net Calls
-$365K
Net Calls Change
-$686K

Top Buyers

1
RAM
1
Readystate Asset Management
Illinois
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$12.6M
3
WP
3
Woodline Partners
California
$4.31M
4
LIP
4
Lighthouse Investment Partners
Florida
$2.82M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$1.28M

Top Sellers

1
DGI
1
Disciplined Growth Investors
Minnesota
$2.99M
2
HF
2
HRT Financial
New York
$468K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.02M
4
TCA
4
Taconic Capital Advisors
New York
$0
5
LP
5
LMR Partners
United Kingdom
$515K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$34.4K 1,156 +159 +16%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$32K 1,076 -29 -3%
Simplex Trading
103
Simplex Trading
Illinois
$31K 1,048 -1,252 -54%
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$29.7K 999 – –
NA
105
NewEdge Advisors
Louisiana
$29.5K 994 – –
CM
106
Caption Management
Oklahoma
$23.8K 800 +800 New
Osaic Holdings
107
Osaic Holdings
Arizona
$22.3K 564 – –
US Bancorp
108
US Bancorp
Minnesota
$22.2K 748 -6 -0.8%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$19K 633 +282 +80%
EWA
110
EverSource Wealth Advisors
Alabama
$16.6K 558 +558 New
AB
111
Amalgamated Bank
New York
$14K 465 – –
QT
112
Quantbot Technologies
New York
$12.4K 418 +418 New
BIG
113
Brooklyn Investment Group
New York
$11.9K 402 +400 +20,000%
Raymond James Financial
114
Raymond James Financial
Florida
$7.25K 244 +244 New
FFA
115
Farther Finance Advisors
California
$6.48K 218 +116 +114%
S
116
SignatureFD
Georgia
$5.68K 191 -31 -14%
FFO
117
Fortitude Family Office
Arizona
$4.4K 148 +148 New
NECFA
118
New England Capital Financial Advisors
Connecticut
$2.97K 100 – –
VCM
119
Versant Capital Management
Arizona
$2.53K 85 +79 +1,317%
Barrow, Hanley, Mewhinney & Strauss
120
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.05K 69 +69 New
TPCW
121
TD Private Client Wealth
New York
$1.75K 59 +59 New
SAM
122
Smartleaf Asset Management
Massachusetts
$1.7K 59 +5 +9%
PWMG
123
Prestige Wealth Management Group
New Jersey
$1.58K 53 – –
CIAM
124
Caitong International Asset Management
Hong Kong
$1.55K 52 +42 +420%
PA
125
Parallel Advisors
California
$1.04K 35 -4 -10%
3 4
5
6 7