MIMEDX GROUP INC MDXG
COM · Common Stock · CUSIP 602496101
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersMarietta, GA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($94.7k this quarter). Holder counts are more reliable. Shares outstanding: 116.1m as of 2023-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.62. Options: 5 managers hold calls ($746.7k notional), 5 hold puts ($657.9k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 145 |
| Q4 2022 | 154 |
| Q1 2023 | 165 |
| Q2 2023 | 178 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 67 | 50 |
| Q1 2023 | 70 | 58 |
| Q2 2023 | 86 | 60 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $239.0k | $234.0k | 0.98 |
| Q4 2022 | $141.7k | $188.2k | 1.33 |
| Q1 2023 | $181.0k | $139.9k | 0.77 |
| Q2 2023 | $746.7k | $657.9k | 0.88 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| Kanen Wealth Management LLC | New | +834.9k |
| MORGAN STANLEY | Added | +810.3k |
| Divisadero Street Capital Management, LP | New | +800.0k |
| CANNELL CAPITAL LLC | Added | +696.6k |
| PUTNAM INVESTMENTS LLC | New | +563.0k |
| Informed Momentum Co LLC | New | +549.3k |
| D. E. Shaw & Co., Inc. | Added | +443.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +436.0k |
| Invesco Ltd. | Added | +429.4k |
Biggest sellers
| Essex Woodlands Management, Inc. | Sold out | -23.4m |
| Nantahala Capital Management, LLC | Sold out | -1.5m |
| Altium Capital Management LLC | Sold out | -748.0k |
| BECK MACK & OLIVER LLC | Reduced | -591.0k |
| STATE STREET CORP | Reduced | -385.3k |
| STRS OHIO | Reduced | -342.7k |
| CIBC Private Wealth Group LLC | Reduced | -311.8k |
| Richmond Brothers, Inc. | Reduced | -168.6k |
| PARSONS CAPITAL MANAGEMENT INC/RI | Reduced | -136.7k |
| Register Financial Advisors LLC | Reduced | -121.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $245.2k37.1k shares |
| SIMPLEX TRADING, LLC | Added | $210.0k31.8k shares |
| GROUP ONE TRADING LLC | Added | $191.0k28.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $100.5k15.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $265.1k40.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $243.9k36.9k shares |
| GROUP ONE TRADING LLC | Added | $82.0k12.4k shares |
| SIMPLEX TRADING, LLC | Added | $67.0k10.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: Trigran Investments, Inc. (4.2%, 2026-02-13)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 8 | $925.4k | — |
| Q2 2022 | 0 | — | 5 | $527.2k | — |
| Q3 2022 | 0 | — | 2 | $251.1k | — |
| Q4 2022 | 0 | — | 1 | $14.1k | — |
| Q1 2023 | 0 | — | 4 | $321.8k | — |
| Q2 2023 | 1 | $640.1k | 4 | $633.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-23 | Capper Joseph H Chief Executive Officer | Bought | $273.2k42.0k shares |
| 2023-06-22 | Capper Joseph H Chief Executive Officer | Bought | $367.0k58.0k shares |
| 2023-05-16 | Stein Robert Benjamin President, Regenerative Med. | Sold | $61.7k10.4k shares |
| 2023-05-15 | Stein Robert Benjamin President, Regenerative Med. | Sold | $22.2k3.6k shares |
| 2023-05-10 | Carlson Peter M Chief Financial Officer | Sold | $35.4k6.0k shares |
| 2023-05-10 | Hulse William Frank IV General Counsel and CAO | Sold | $34.8k5.9k shares |
| 2023-05-10 | Stein Robert Benjamin President, Regenerative Med. | Sold | $34.8k5.9k shares |
| 2023-05-10 | Phelan William Lawrence Chief Accounting Officer | Sold | $9.5k1.6k shares |
| 2023-05-04 | Stein Robert Benjamin President, Regenerative Med. | Sold | $276.4k51.8k shares |
| 2023-05-02 | Phelan William Lawrence Chief Accounting Officer | Sold | $19.8k5.2k shares |
| 2023-04-25 | Carlson Peter M Chief Financial Officer | Sold | $22.8k6.1k shares |
| 2023-04-25 | Hulse William Frank IV General Counsel and CAO | Sold | $22.4k6.0k shares |
| 2023-04-25 | Stein Robert Benjamin President, Regenerative Med. | Sold | $22.4k6.0k shares |
| 2023-04-25 | Phelan William Lawrence Chief Accounting Officer | Sold | $6.1k1.6k shares |
| 2023-04-11 | Carlson Peter M Chief Financial Officer | Sold | $20.2k6.1k shares |
| 2023-04-11 | Stein Robert Benjamin President, Regenerative Med. | Sold | $19.8k6.0k shares |
| 2023-04-11 | Hulse William Frank IV General Counsel and CAO | Sold | $19.8k6.0k shares |
| 2023-04-11 | Phelan William Lawrence Chief Accounting Officer | Sold | $5.4k1.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 8.1m $53.7m | Added +160.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.2m $40.9m | Added +86.9k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 1.32% of their portfolio | 3.5m $23.0m | Added +30.0k |
| STATE STREET CORP 0.00% of their portfolio | 3.4m $22.2m | Reduced -385.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $15.4m | Added +132.7k |
| Richmond Brothers, Inc. 16.98% of their portfolio | 1.6m $10.5m | Reduced -168.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.4m $9.4m | Added +1.4m |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $8.3m | Added +810.3k |
| CANNELL CAPITAL LLC 1.45% of their portfolio | 1.1m $7.3m | Added +696.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.0m $6.8m | Added +19.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 990.7k $6.5m | Added +57.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 974.9k $6.4m | Added +443.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 900.4k $6.0m | Added +20.8k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 875.7k $5.8m | Added +33.7k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 846.2k $5.6m | Reduced -107.0k |
| Kanen Wealth Management LLC 3.66% of their portfolio | 834.9k $5.5m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 823.6k $5.4m | Added +30.8k |
| Divisadero Street Capital Management, LP 1.58% of their portfolio | 800.0k $5.3m | New |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 563.0k $3.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 551.2k $3.6m | Reduced -51.6k |
| Informed Momentum Co LLC 0.67% of their portfolio | 549.3k $3.6m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 483.4k $3.2m | Added +436.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 473.5k $3.1m | Added +147.5k |
| Invesco Ltd. 0.00% of their portfolio | 469.7k $3.1m | Added +429.4k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 469.1k $3.1m | Added +236.4k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 465.2k $3.1m | Reduced -51.2k |
| apricus wealth, LLC 3.01% of their portfolio | 449.9k $3.4m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 432.2k $2.9m | Added +393.7k |
| ISTHMUS PARTNERS, LLC 0.37% of their portfolio | 410.7k $2.7m | Reduced -9.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 395.9k $2.6m | Reduced -6.7k |
| DISCIPLINED GROWTH INVESTORS INC /MN 0.05% of their portfolio | 323.5k $2.1m | Added +1.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 298.3k $2.0m | Unchanged |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.13% of their portfolio | 257.5k $1.7m | Reduced -136.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 232.6k $1.5m | Reduced -90.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 224.5k $1.5m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 206.5k $1.4m | Reduced -107.8k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 200.0k $1.3m | Reduced -311.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 190.1k $1.3m | New |
| Swiss National Bank 0.00% of their portfolio | 186.3k $1.2m | Added +26.9k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 181.3k $1.2m | Added +120.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 179.5k $1.2m | Added +2.9k |
| WESTWOOD MANAGEMENT CORP /IL/ 0.15% of their portfolio | 175.0k $1.2m | Unchanged |
| Pegasus Asset Management, Inc. 0.49% of their portfolio | 167.0k $1.1m | Unchanged |
| NovaPoint Capital, LLC 0.40% of their portfolio | 161.0k $1.1m | Reduced -3.6k |
| Millrace Asset Group, Inc. 1.08% of their portfolio | 156.4k $1.0m | New |
| Jump Financial, LLC 0.04% of their portfolio | 143.8k $950.2k | Added +56.4k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 134.3k $887.7k | Reduced -37.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 133.7k $883.9k | New |
| Walleye Capital LLC 0.02% of their portfolio | 132.3k $874.2k | New |
| Bison Wealth, LLC 0.16% of their portfolio | 129.5k $856.2k | Added +5.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 127.9k $845.4k | Unchanged |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 124.4k $822.3k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 123.0k $813.3k | Added +90.2k |
| GLOBEFLEX CAPITAL L P 0.09% of their portfolio | 119.2k $788.2k | Reduced -3.4k |
| UBS Group AG 0.00% of their portfolio | 114.3k $755.4k | Added +11.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 113.1k $747.9k | Added +6.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 111.2k $734.8k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 108.2k $715.0k | Reduced -342.7k |
| ClariVest Asset Management LLC 0.04% of their portfolio | 106.4k $703.0k | Reduced -8.0k |
| FMR LLC 0.00% of their portfolio | 104.8k $693.0k | Reduced -18.4k |
| WMS Partners, LLC 0.05% of their portfolio | 103.8k $685.9k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 102.2k $675.7k | Added +34.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 98.8k $653.4k | Added +9.6k |
| Man Group plc 0.00% of their portfolio | 96.4k $636.9k | New |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 92.2k $609.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 90.6k $598.7k | Added +311 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 87.5k $578.5k | Added +31.9k |
| Verition Fund Management LLC 0.01% of their portfolio | 85.2k $563.2k | Added +73.2k |
| ALPS ADVISORS INC 0.00% of their portfolio | 85.0k $561.7k | New |
| Texas Capital Bank Wealth Management Services Inc 0.06% of their portfolio | 80.0k $528.8k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 72.7k $480.3k | Reduced -65.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 71.4k $471.7k | Added +12.1k |
| Legal & General Group Plc 0.00% of their portfolio | 67.6k $446.2k | Added +36.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 64.2k $424.3k | Reduced -40.1k |
| LPL Financial LLC 0.00% of their portfolio | 62.2k $411.2k | Added +75 |
| Campbell & CO Investment Adviser LLC 0.07% of their portfolio | 60.9k $402.4k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 60.1k $397.2k | Reduced -2.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 60.0k $396.6k | Unchanged |
| THOMPSON SIEGEL & WALMSLEY LLC 0.01% of their portfolio | 59.5k $394.0k | New |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 58.9k $389.6k | Added +36 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 58.1k $384.0k | New |
| Trexquant Investment LP 0.01% of their portfolio | 55.1k $364.3k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 54.8k $362.4k | Added +363 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 54.5k $360.0k | Added +1.5k |
| BROWN ADVISORY INC 0.00% of their portfolio | 54.0k $356.9k | Reduced -48.6k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 53.7k $354.3k | New |
| State of Wyoming 0.10% of their portfolio | 53.2k $351.7k | Added +18.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 51.3k $339.2k | Reduced -4.1k |
| Ergoteles LLC 0.02% of their portfolio | 50.3k $332.5k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 45.6k $301.7k | Added +1.9k |
| Register Financial Advisors LLC 0.21% of their portfolio | 45.5k $301.0k | Reduced -121.7k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 43.6k $288.0k | Added +31.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 43.2k $285.3k | Added +51 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 40.2k $265.5k | Reduced -29.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 40.1k $136.6k | Unchanged |
| Strategies Wealth Advisors, LLC 0.05% of their portfolio | 39.6k $261.7k | Unchanged |
| FNY Investment Advisers, LLC 0.29% of their portfolio | 34.1k $225.0k | Added +7.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 33.6k $222.0k | Reduced -45 |
| HRT FINANCIAL LP 0.00% of their portfolio | 32.7k $216.0k | New |
| Sowell Financial Services LLC 0.01% of their portfolio | 32.5k $215.0k | Reduced -4.4k |