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 ($438.3k this quarter). Holder counts are more reliable. Shares outstanding: 147.6m as of 2024-04-24, 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 ≈ $7.70. Options: 6 managers hold calls ($1.8m notional), 6 hold puts ($728.2k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 145 |
| Q4 2022 | 154 |
| Q1 2023 | 165 |
| Q2 2023 | 178 |
| Q3 2023 | 187 |
| Q4 2023 | 200 |
| Q1 2024 | 203 |
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 |
| Q3 2023 | 98 | 65 |
| Q4 2023 | 82 | 81 |
| Q1 2024 | 89 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $746.7k | $657.9k | 0.88 |
| Q3 2023 | $1.5m | $737.2k | 0.49 |
| Q4 2023 | $2.1m | $613.5k | 0.29 |
| Q1 2024 | $1.8m | $728.2k | 0.41 |
Biggest buyers
| Trigran Investments, Inc. | New | +3.3m |
| MORGAN STANLEY | Added | +2.6m |
| STATE STREET CORP | Added | +853.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +670.7k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | New | +624.2k |
| FRANKLIN RESOURCES INC | Added | +512.1k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +504.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY | Added | +478.1k |
| CITIGROUP INC | Added | +301.0k |
| Qube Research & Technologies Ltd | Added | +297.5k |
Biggest sellers
| Divisadero Street Capital Management, LP | Reduced | -992.2k |
| VANGUARD GROUP INC | Reduced | -644.5k |
| BlackRock Inc. | Reduced | -364.6k |
| Richmond Brothers, Inc. | Reduced | -307.3k |
| D. E. Shaw & Co., Inc. | Reduced | -296.7k |
| NORGES BANK | Reduced | -220.0k |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -163.9k |
| Calamos Advisors LLC | Reduced | -139.5k |
| BARCLAYS PLC | Reduced | -135.5k |
| Balyasny Asset Management L.P. | Sold out | -131.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $808.5k105.0k shares |
| CITADEL ADVISORS LLC | Added | $790.8k102.7k shares |
| WOLVERINE TRADING, LLC | New | $100.9k13.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $32.0k4.2k shares |
| GROUP ONE TRADING LLC | Reduced | $26.9k3.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $299.5k38.9k shares |
| CITADEL ADVISORS LLC | Added | $183.3k23.8k shares |
| WOLVERINE TRADING, LLC | Added | $113.2k14.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $93.0k12.1k shares |
| GROUP ONE TRADING LLC | Added | $39.3k5.1k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $35.8k | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $659.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-13 | Hulse William Frank IV General Counsel and CAO | Sold | $162.0k20.4k shares |
| 2024-02-20 | Whitlow Ricci S Chief Operating Officer | Sold | $122.3k15.3k shares |
| 2024-02-16 | Whitlow Ricci S Chief Operating Officer | Sold | $125.0k15.5k shares |
| 2024-02-15 | Whitlow Ricci S Chief Operating Officer | Sold | $122.5k15.2k shares |
| 2024-02-14 | Whitlow Ricci S Chief Operating Officer | Sold | $127.2k15.8k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Essex Woodlands Management, Inc. 62.97% of their portfolio | 28.2m $217.1m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 9.2m $70.6m | Reduced -364.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.9m $45.6m | Reduced -644.5k |
| MORGAN STANLEY 0.00% of their portfolio | 5.8m $44.5m | Added +2.6m |
| STATE STREET CORP 0.00% of their portfolio | 4.9m $38.1m | Added +853.2k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 1.44% of their portfolio | 3.9m $30.1m | Added +478.1k |
| Trigran Investments, Inc. 2.43% of their portfolio | 3.3m $25.1m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.6m $20.2m | Added +82.8k |
| CANNELL CAPITAL LLC 4.21% of their portfolio | 2.4m $18.7m | Reduced -47.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.8m $13.5m | Added +504.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.3m $9.7m | Added +186.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $9.0m | Added +37.2k |
| Richmond Brothers, Inc. 15.66% of their portfolio | 1.1m $8.4m | Reduced -307.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $8.1m | Reduced -24.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 1.0m $8.0m | Added +97.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 930.1k $7.2m | Added +7.6k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 911.4k $7.0m | Added +104.0k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 896.6k $6.9m | Added +34.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 879.4k $6.8m | Added +670.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 753.7k $5.8m | Added +133.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 751.5k $5.8m | Added +30.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 734.9k $5.7m | Added +297.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 627.7k $4.8m | Added +200.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 624.9k $4.8m | Added +139.7k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.27% of their portfolio | 624.2k $4.8m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 580.5k $4.5m | Added +512.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 551.5k $4.2m | Added +26.5k |
| Hillsdale Investment Management Inc. 0.30% of their portfolio | 486.5k $3.7m | Added +38.6k |
| Invesco Ltd. 0.00% of their portfolio | 477.6k $3.7m | Added +23.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 469.1k $3.6m | Added +1.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 456.3k $3.5m | Reduced -89.9k |
| apricus wealth, LLC 2.45% of their portfolio | 451.9k $3.5m | Added +2.0k |
| CITIGROUP INC 0.00% of their portfolio | 403.9k $3.1m | Added +301.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 374.2k $2.9m | Reduced -27.0k |
| DISCIPLINED GROWTH INVESTORS INC /MN 0.05% of their portfolio | 351.9k $2.7m | Added +35.8k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 331.5k $2.6m | Reduced -14.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 311.0k $2.4m | Added +16.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 310.9k $2.4m | Reduced -84.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 305.7k $2.4m | Unchanged |
| ISTHMUS PARTNERS, LLC 0.26% of their portfolio | 301.5k $2.3m | Added +85.3k |
| Divisadero Street Capital Management, LP 0.54% of their portfolio | 300.0k $2.3m | Reduced -992.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 295.6k $2.3m | Reduced -35.9k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 288.3k $2.2m | Added +106.6k |
| GLOBEFLEX CAPITAL L P 0.21% of their portfolio | 284.7k $2.2m | Reduced -30.6k |
| UBS Group AG 0.00% of their portfolio | 278.3k $2.1m | Added +38.5k |
| NORGES BANK 0.00% of their portfolio | 269.0k $2.1m | Reduced -220.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 267.2k $2.1m | Added +153.3k |
| Swiss National Bank 0.00% of their portfolio | 228.9k $1.8m | Unchanged |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.12% of their portfolio | 227.1k $1.7m | Unchanged |
| Calamos Advisors LLC 0.01% of their portfolio | 216.1k $1.7m | Reduced -139.5k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 205.0k $1.6m | Added +60.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 202.2k $1.6m | Added +27.7k |
| Millrace Asset Group, Inc. 1.56% of their portfolio | 201.4k $1.6m | Added +62.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 198.7k $1.5m | Added +46.0k |
| Jump Financial, LLC 0.04% of their portfolio | 189.7k $1.5m | Added +92.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 189.3k $1.5m | Added +2.7k |
| Turtle Creek Wealth Advisors, LLC 0.34% of their portfolio | 181.7k $1.4m | Unchanged |
| Chicago Capital, LLC 0.04% of their portfolio | 177.4k $1.4m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 177.1k $1.4m | Reduced -399 |
| Pegasus Asset Management, Inc. 0.50% of their portfolio | 167.0k $1.3m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 166.0k $1.3m | Reduced -45.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 150.3k $1.2m | Added +39.9k |
| Campbell & CO Investment Adviser LLC 0.10% of their portfolio | 146.1k $1.1m | Reduced -115.5k |
| BARCLAYS PLC 0.00% of their portfolio | 140.3k $1.1m | Reduced -135.5k |
| Advantage Alpha Capital Partners LP 0.20% of their portfolio | 139.9k $1.1m | Reduced -17.8k |
| State of Wyoming 0.17% of their portfolio | 135.6k $1.0m | Added +29.6k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.18% of their portfolio | 135.0k $1.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 132.2k $1.0m | Added +42.2k |
| CAXTON ASSOCIATES LP 0.07% of their portfolio | 132.2k $1.0m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 130.4k $1.0m | Reduced -296.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 127.9k $984.8k | Unchanged |
| Brevan Howard Capital Management LP 0.09% of their portfolio | 127.3k $980.6k | Added +68.9k |
| Bison Wealth, LLC 0.16% of their portfolio | 125.0k $962.2k | Reduced -2.9k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 119.9k $923.2k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 117.9k $908.1k | Added +2.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 116.7k $898.9k | Reduced -5.7k |
| Legal & General Group Plc 0.00% of their portfolio | 113.6k $876.1k | Unchanged |
| AlTi Global, Inc. 0.02% of their portfolio | 111.6k $859.0k | Reduced -1.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 111.3k $856.9k | Unchanged |
| ALPS ADVISORS INC 0.01% of their portfolio | 103.7k $798.1k | Added +23.5k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 102.8k $791.2k | Added +65.0k |
| Engineers Gate Manager LP 0.02% of their portfolio | 99.3k $764.2k | Added +65.0k |
| Capula Management Ltd 0.02% of their portfolio | 95.5k $735.4k | Not comparable |
| STRS OHIO 0.00% of their portfolio | 77.9k $599.0k | Reduced -4.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 74.1k $569.4k | Reduced -118 |
| ClariVest Asset Management LLC 0.06% of their portfolio | 74.1k $570.4k | Added +79 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 71.8k $553.2k | New |
| Trexquant Investment LP 0.01% of their portfolio | 71.7k $552.4k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 70.2k $540.5k | Reduced -3.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 66.0k $508.2k | Reduced -116.5k |
| WMS Partners, LLC 0.03% of their portfolio | 64.6k $497.5k | Reduced -21.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 64.0k $493.1k | Reduced -117.1k |
| LPL Financial LLC 0.00% of their portfolio | 63.6k $490.0k | Reduced -4.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 63.1k $486.0k | Reduced -18.6k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 58.7k $452.2k | Reduced -4.6k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.01% of their portfolio | 58.0k $447.0k | Added +6.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 57.6k $443.2k | Reduced -5.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 56.9k $438.0k | Reduced -488 |
| SHERBROOKE PARK ADVISERS LLC 0.08% of their portfolio | 55.1k $424.4k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 54.7k $421.4k | Reduced -5.3k |