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Surmodics
SRDX

Overview Fund Activity

119 hedge funds and large institutions have $286M invested in Surmodics in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
41
Reduced
33
Closed
30
Calls
$194K
Puts
$102K
Net Calls
+$92K
Net Calls Change
+$62K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.59M
3
SIC
3
Salem Investment Counselors
North Carolina
$2.93M
4
SCM
4
Soleus Capital Management
Connecticut
$20.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.65M

Top Sellers

1
BlackRock
1
BlackRock
New York
$23.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.22M
5
State Street
5
State Street
Massachusetts
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
Manchester Capital Management
Vermont
$17.7K – – –
NA
102
NewEdge Advisors
Louisiana
$17.1K – – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$15K +$2.14K +94 +17%
AWM
104
Avior Wealth Management
Nebraska
$8.95K – – –
Citigroup
105
Citigroup
New York
$8.41K -$183K -8,022 -96%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.17K +329 +866%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$6K -$95.8K -4,040 -94%
WIM
108
WealthPlan Investment Management
Nebraska
$5.42K +$5.42K +238 New
TWA
109
TCI Wealth Advisors
Arizona
$5.29K +$4.53K +199 +603%
JWA
110
JFS Wealth Advisors
Pennsylvania
$5.13K – – –
Simplex Trading
111
Simplex Trading
Illinois
$5K +$5K +231 New
Osaic Holdings
112
Osaic Holdings
Arizona
$4.83K +$296 +13 +7%
NECFA
113
New England Capital Financial Advisors
Connecticut
$2.28K – – –
PWMG
114
Prestige Wealth Management Group
New Jersey
$1.21K – – –
S
115
SignatureFD
Georgia
$570 +$570 +25 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$433 +$433 +19 New
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$205 – – –
LC
118
Lindbrook Capital
California
$159 – – –
VCM
119
Versant Capital Management
Arizona
$137 – – –
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
– -$12.3M -361,735 Closed
Principal Financial Group
121
Principal Financial Group
Iowa
– -$2.94M -86,233 Closed
Invesco
122
Invesco
Georgia
– -$2.23M -65,374 Closed
MPAM
123
Murphy Pohlad Asset Management
Minnesota
– -$1.3M -38,238 Closed
New York State Teachers Retirement System (NYSTRS)
124
New York State Teachers Retirement System (NYSTRS)
New York
– -$1.05M -30,826 Closed
Public Sector Pension Investment Board (PSP Investments)
125
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$869K -25,479 Closed
2 3 4
5
6