Surmodics Ownership | Who Owns Surmodics?


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Surmodics Ownership Summary


Surmodics is owned by 80.60% institutional investors, 3.40% insiders, and 16.00% retail investors. Blackrock is the largest institutional shareholder, holding 8.27% of SRDX shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.95% of its assets in Surmodics shares.

SRDX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSurmodics80.60%3.40%16.00%
SectorHealthcare Stocks 42.54%10.83%46.63%
IndustryMedical Device Stocks37.80%10.13%52.07%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.17M8.27%$49.22M
Blackrock funding, inc. /de1.15M8.04%$34.33M
Alliancebernstein887.19K6.21%$26.52M
Vanguard group809.88K5.67%$24.21M
Oddo bhf asset management sas610.00K4.27%$18.23M
Hudson bay capital management lp536.27K3.76%$16.03M
Qube research418.94K2.93%$12.52M
Gabelli funds384.37K2.69%$11.49M
Readystate asset management lp383.02K2.68%$11.45M
Geode capital management339.04K2.37%$10.14M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Burren capital advisors33.66K3.05%$1.01M
Sand grove capital management llp129.56K1.89%$3.87M
Bck capital management lp46.32K1.47%$1.38M
Vazirani asset management10.00K1.07%$298.90K
Gabelli & co investment advisers159.84K0.77%$4.78M
Yakira capital management72.59K0.76%$2.17M
Oddo bhf asset management sas610.00K0.69%$18.23M
Readystate asset management lp383.02K0.49%$11.45M
Tig advisors198.58K0.35%$5.94M
Olympiad research lp8.46K0.35%$252.99K

Top Buyers

HolderShares% AssetsChange
Oddo bhf asset management sas610.00K0.69%341.90K
Tig advisors198.58K0.35%198.58K
Weiss asset management lp213.22K0.08%178.11K
Hudson bay capital management lp536.27K0.05%136.28K
Man group135.62K0.01%135.62K

Top Sellers

HolderShares% AssetsChange
Soleus capital management---789.06K
Renaissance---606.54K
Acadian asset management---402.66K
Segall bryant & hamill---396.70K
Ubs group32.25K0.00%-390.47K

New Positions

HolderShares% AssetsChangeValue
Tig advisors198.58K0.35%198.58K$5.94M
Man group135.62K0.01%135.62K$4.05M
Sand grove capital management llp129.56K1.89%129.56K$3.87M
Governors lane lp97.32K0.22%97.32K$2.91M
Adage capital partners gp91.27K0.00%91.27K$2.73M

Sold Out

HolderChange
Coppell advisory solutions-3.00
Comerica bank-8.00
Farmers & merchants investments-9.00
Lindbrook capital-11.00
Voisard asset management group-13.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20251453.57%11,510,631-5.47%801.11%7025.00%40-20.00%
Jun 30, 20251400.72%12,177,1192.18%851.22%56-9.68%508.70%
Mar 31, 202512-91.49%1,513,598-87.36%100.15%10-85.92%--100.00%
Dec 31, 202443-66.41%1,755,062-85.21%120.18%16-76.47%11-66.67%
Sep 30, 20241270.79%11,698,029-11.59%820.95%67-6.94%33-2.94%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF422.04K2.95%-
Vanguard Total Stock Mkt Idx Inv412.88K2.89%-9.16K
iShares Russell 2000 ETF333.56K2.33%-
AB Merger Arbitrage S1 USD213.95K1.50%-
Disciplined Growth - Small Cap Growth174.81K1.23%174.81K
Vanguard Institutional Extnd Mkt Idx Tr159.52K1.12%-68.72K
Kennedy Micro Cap150.45K1.05%56.88K
GAMCO Intl SICAV Merger Arbtrg I (USD)148.12K1.04%27.31K
Fidelity Small Cap Index139.42K0.98%236.00
AB Event Driven S1 USD124.95K0.87%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 26, 2024Arens Timothy J. Chief Financial OfficerSell$276.45K
Nov 28, 2022BEDOYA JOSE H-Sell$152.32K
Nov 11, 2022KALICH RONALD B SR-Sell$91.51K
Nov 14, 2022DANTZKER DAVID-Sell$91.51K
Apr 01, 2022Maharaj Gary R President & CEOSell$175.40K

Insider Transactions Trends


DateBuySell
2025 Q4--
2025 Q1--
2024 Q4-1
2024 Q3--
2024 Q1--

SRDX Ownership FAQ


Who Owns Surmodics?

Surmodics shareholders are primarily institutional investors at 80.60%, followed by 3.40% insiders and 16.00% retail investors. The average institutional ownership in Surmodics's industry, Medical Device Stocks, is 37.80%, which Surmodics exceeds.

Who owns the most shares of Surmodics?

Surmodics’s largest shareholders are Blackrock (1.17M shares, 8.27%), Blackrock funding, inc. /de (1.15M shares, 8.04%), and Alliancebernstein (887.19K shares, 6.21%). Together, they hold 22.53% of Surmodics’s total shares outstanding.

Does Blackrock own Surmodics?

Yes, BlackRock owns 8.27% of Surmodics, totaling 1.17M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 49.22M$. In the last quarter, BlackRock increased its holdings by 118.87K shares, a 11.30% change.

Who is Surmodics’s biggest shareholder by percentage of total assets invested?

Burren capital advisors is Surmodics’s biggest shareholder by percentage of total assets invested, with 3.05% of its assets in 33.66K Surmodics shares, valued at 1.01M$.

Who is the top mutual fund holder of Surmodics shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Surmodics shares, with 2.95% of its total shares outstanding invested in 422.04K Surmodics shares.

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