Surmodics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.17 M | $45.36 M | 100.00% | 8.26% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 1.04 M | $40.35 M | 257.73% | 7.35% |
| BERYL CAPITAL MANAGEMENT LLC | 11/14/2024 | 988,904 | $38.35 M | -35.87% | 6.99% |
| VANGUARD GROUP INC | 11/13/2024 | 803,508 | $31.16 M | -0.04% | 5.68% |
| MORGAN STANLEY | 11/14/2024 | 752,706 | $29.19 M | -32.56% | 5.32% |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 637,698 | $24.73 M | -18.43% | 4.51% |
| TRIGRAN INVESTMENTS, INC. | 11/14/2024 | 543,342 | $21.07 M | -47.94% | 3.84% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 403,673 | $15.65 M | 295.77% | 2.85% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 380,344 | $14.75 M | 0.00% | 2.69% |
| STATE STREET CORP | 11/14/2024 | 374,068 | $14.51 M | 19.20% | 2.64% |
| GABELLI FUNDS LLC | 11/13/2024 | 327,709 | $12.71 M | 25.95% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 324,560 | $12.59 M | 0.16% | 2.29% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 11/15/2024 | 276,876 | $10.74 M | -52.31% | 1.96% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 215,810 | $8.37 M | 29.17% | 1.52% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 11/12/2024 | 212,934 | $8.26 M | 4.93% | 1.50% |
| 12/03/2024 | 170,000 | $6.59 M | 100.00% | 1.20% | |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 146,398 | $5.68 M | -8.50% | 1.03% |
| EISLER CAPITAL (UK) LTD. | 11/14/2024 | 136,360 | $5.29 M | 100.00% | 0.96% |
| CAPULA MANAGEMENT LTD | 11/13/2024 | 132,536 | $5.14 M | -19.73% | 0.94% |
| AQR ARBITRAGE LLC | 11/14/2024 | 131,681 | $5.11 M | 7.07% | 0.93% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11/14/2024 | 121,564 | $4.71 M | 16.91% | 0.86% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/13/2024 | 121,437 | $4.71 M | 68.43% | 0.86% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 119,835 | $4.65 M | 55.64% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 116,311 | $4.51 M | 1.30% | 0.82% |
| SALEM INVESTMENT COUNSELORS INC | 10/15/2024 | 115,950 | $4.50 M | -3.90% | 0.82% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 89,498 | $3.47 M | 53.37% | 0.63% |
| BARCLAYS PLC | 11/19/2024 | 88,750 | $3.44 M | 16.04% | 0.63% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 88,460 | $3.43 M | 100.00% | 0.63% |
| CARMIGNAC GESTION | 11/13/2024 | 73,094 | $2.83 M | 100.00% | 0.52% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 66,205 | $2.57 M | 0.00% | 0.47% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 64,934 | $2.52 M | 100.00% | 0.46% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 63,577 | $2.47 M | 393.80% | 0.45% |
| MURCHINSON LTD. | 11/14/2024 | 55,000 | $2.13 B | 100.00% | 0.39% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 54,090 | $2.10 M | 2.09% | 0.38% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 11/07/2024 | 50,348 | $1.95 M | 100.00% | 0.36% |
| CLEARALPHA TECHNOLOGIES LP | 11/14/2024 | 50,152 | $1.94 M | 99.23% | 0.35% |
| OLYMPIAD RESEARCH LP | 10/31/2024 | 48,591 | $1.88 M | 100.00% | 0.34% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 46,931 | $1.82 M | -19.93% | 0.33% |
| VAZIRANI ASSET MANAGEMENT LLC | 11/14/2024 | 45,000 | $1.75 M | 100.00% | 0.32% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 42,609 | $1.65 M | 0.00% | 0.30% |
| JPMORGAN CHASE & CO | 12/26/2024 | 42,470 | $1.65 M | 192.69% | 0.30% |
| ROYAL BANK OF CANADA | 11/14/2024 | 40,893 | $1.59 M | -27.15% | 0.29% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2024 | 35,000 | $1.36 M | 100.00% | 0.25% |
| CSS LLC/IL | 11/14/2024 | 34,764 | $1.35 M | 100.00% | 0.25% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 32,606 | $1.26 M | 11.22% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 30,696 | $1.19 M | 100.00% | 0.22% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 27,950 | $1.08 M | -23.27% | 0.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 27,766 | $1.08 M | 6.93% | 0.20% |
| WATER ISLAND CAPITAL LLC | 11/14/2024 | 25,504 | $989,045 | -7.57% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 21,262 | $824,540 | 5.99% | 0.15% |
Surmodics, Inc.institutional Ownership - FAQ's
During the previous two years, 188 institutional investors and hedge funds held shares of Surmodics, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.17 M
ALLIANCEBERNSTEIN L.P.: 1.04 M
Beryl Capital Management LLC: 988,904
VANGUARD GROUP INC: 803,508
MORGAN STANLEY: 752,706
Soleus Capital Management, L.P.: 637,698
83.86% of Surmodics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.07 M shares in the last 24 months. This purchase volume represents approximately $596.78 M in transactions.