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Surmodics
SRDX

Overview Fund Activity

124 hedge funds and large institutions have $557M invested in Surmodics in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
40
Increased
31
Reduced
34
Closed
28
Calls
$1.07M
Puts
$143K
Net Calls
+$929K
Net Calls Change
+$1.06M

Top Buyers

1
BCM
1
Beryl Capital Management
California
$64.8M
2
SGCM
2
Sand Grove Capital Management
United Kingdom
$14.9M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$12.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$46.9M
5
GF
5
Gabelli Funds
New York
$10.9M

Top Sellers

1
TI
1
Trigran Investments
Illinois
$43.9M
2
Millennium Management
2
Millennium Management
New York
$3.24M
3
RA
3
Royce & Associates
New York
$2.78M
4
Bank of America
4
Bank of America
North Carolina
$843K
5
SBH
5
Segall Bryant & Hamill
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
Manchester Capital Management
Vermont
$32.6K – – –
US Bancorp
102
US Bancorp
Minnesota
$32K -$620K -14,746 -95%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$30.3K -$1.42M -33,744 -98%
SO
104
STRS Ohio
Ohio
$29.4K -$252K -6,000 -90%
AWM
105
Avior Wealth Management
Nebraska
$22.8K -$126 -3 -0.6%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$21K +$83 +2 +0.4%
AB
107
Amalgamated Bank
New York
$20K – – –
JWA
108
JFS Wealth Advisors
Pennsylvania
$9.46K – – –
PA
109
Parallel Advisors
California
$8.91K +$8.91K +212 New
S
110
SignatureFD
Georgia
$8.03K – – –
Osaic Holdings
111
Osaic Holdings
Arizona
$6.89K -$21K -500 -75%
NECFA
112
New England Capital Financial Advisors
Connecticut
$4.2K – – –
PWMG
113
Prestige Wealth Management Group
New Jersey
$2.23K – – –
SAM
114
Smartleaf Asset Management
Massachusetts
$2.22K +$2.22K +53 New
AAP
115
Arax Advisory Partners
Colorado
$1.05K +$1.05K +25 New
C
116
Covestor
United Kingdom
$1K +$125 +3 +14%
IC
117
Innealta Capital
Texas
$757 +$757 +18 New
LC
118
Lindbrook Capital
California
$462 +$462 +11 New
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$378 – – –
VCM
120
Versant Capital Management
Arizona
$252 – – –
GI
121
GAMMA Investing
California
$210 -$630 -15 -75%
RIL
122
Rothschild Investment LLC
Illinois
$210 +$210 +5 New
A
123
AlphaQuest
New York
$42 +$42 +1 New
SBH
124
Segall Bryant & Hamill
Illinois
– -$11.6M -396,705 Closed
PAM
125
Panagora Asset Management
Massachusetts
– -$2.78M -94,800 Closed
3 4
5
6 7