Vault-13

KORU MEDICAL SYSTEMS INC KRMD

COM · Common Stock · CUSIP 759910102

66 institutional holders +6 vs Q1 2024
14,346,64714.3m shares reported held*
31.3% of all shares outstanding*
$38.0mreported value*
21 new 10 added 23 reduced 16 sold out net sold ≈ $12.5m (-4.7m shares)

* 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. Holder counts are more reliable. Shares outstanding: 45.9m as of 2024-08-07, 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 ≈ $2.65. Options: 2 managers hold calls ($12.0k notional), 2 hold puts ($795).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 40Q4 22: 42Q1 23: 55Q2 23: 63Q3 23: 56Q4 23: 59Q1 24: 60Q2 24: 6666Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202240
Q4 202242
Q1 202355
Q2 202363
Q3 202356
Q4 202359
Q1 202460
Q2 202466

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 16 bought or addedQ4 22: 9 cut or sold outQ4 22Q1 23: 29 bought or addedQ1 23: 10 cut or sold outQ2 23: 39 bought or addedQ2 23: 17 cut or sold outQ2 23Q3 23: 22 bought or addedQ3 23: 25 cut or sold outQ4 23: 26 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 24 cut or sold outQ2 24: 31 bought or addedQ2 24: 39 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022169
Q1 20232910
Q2 20233917
Q3 20232225
Q4 20232619
Q1 20242724
Q2 20243139

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15kQ3 23 calls: $6.8kQ3 23 puts: $6.8kQ3 23P/C 1.00Q4 23 calls: $8.2kQ4 23 puts: $3.2kQ4 23P/C 0.39Q1 24 calls: $10.4kQ1 24 puts: $0Q1 24P/C 0.00Q2 24 calls: $12.0kQ2 24 puts: $795Q2 24P/C 0.07
Numbers
QuarterCallsPutsP/C
Q3 2023$6.8k$6.8k1.00
Q4 2023$8.2k$3.2k0.39
Q1 2024$10.4k$00.00
Q2 2024$12.0k$7950.07

Biggest buyers

RBF Capital, LLC New +798,450+798.5k
MILLENNIUM MANAGEMENT LLC Added +438,147+438.1k
GOLDMAN SACHS GROUP INC New +404,929+404.9k
Meros Investment Management, LP Added +137,918+137.9k
Alpine Global Management, LLC New +107,236+107.2k
JANE STREET GROUP, LLC Added +72,897+72.9k
Qube Research & Technologies Ltd New +67,832+67.8k
Centiva Capital, LP New +67,232+67.2k
RAYMOND JAMES & ASSOCIATES Added +52,200+52.2k
Point72 Asia (Singapore) Pte. Ltd. New +40,441+40.4k

Biggest sellers

Archon Capital Management LLC Reduced -2,903,387-2.9m
BlackRock Inc. Reduced -1,430,969-1.4m
272 Capital LP Reduced -434,793-434.8k
STATE STREET CORP Reduced -360,216-360.2k
GEODE CAPITAL MANAGEMENT, LLC Reduced -332,367-332.4k
MORGAN STANLEY Reduced -270,834-270.8k
NORTHERN TRUST CORP Reduced -208,010-208.0k
First Light Asset Management, LLC Reduced -182,603-182.6k
VANGUARD GROUP INC Reduced -178,963-179.0k
Empire Financial Management Company, LLC Sold out -87,000-87.0k

Biggest calls

SIMPLEX TRADING, LLC Added $12.0k4.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC New $795300 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.

HolderStakeChangeShares Last filed
Horton Capital Partners, LLC 13D · may seek influence -1.4 pts · filed 2026-02-13
Stated purposeThe Reporting Persons acquired the shares of Common Stock for investment purposes. The purpose of this Amendment No. 12 is to disclose changes in the beneficial ownership of the shares of Common Stock held by the Reporting Persons including: (i) the issuance of shares of Common Stock to HCPF in consideration for Mr. Manko's service as a director of the Issuer (the "Director Shares"); (ii) that HCPF transferred shares of Common Stock to certain of its limited partners; and (iii) that HCP transferred shares of Common Stock to certain of its members, including Mr. Manko. On January 10, 2024, Horton Freedom, L.P., ("Horton Freedom") in accordance with its terms, transferred 453,231 shares of Common Stock to certain of its limited partners, representing the remaining pro-rata in-kind distribut… Full filing
12.6% -1.4 pts 5.8m≈ $24.5m 2026-02-13
Topline Capital Management, LLC 13G · institution filed 2026-02-13 8.5% 3.9m≈ $16.6m 2026-02-13
First Light Asset Management, LLC 13G · institution -2.2 pts · filed 2026-02-17 8.3% -2.2 pts 3.8m≈ $16.1m 2026-02-17
BlackRock, Inc. 13G · institution +0.7 pts · filed 2026-07-29 5.6% +0.7 pts 2.6m≈ $10.8m 2026-07-29

Insider purchases and sales in Q2 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)

BuyingSelling
404Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 3 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20233$114.8k0——
Q4 20231$350.0k1$350.0k—
Q1 20240—0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Light Asset Management, LLC 1.17% of their portfolio Edina, MN 5,038,3875.0m $13.4m $13.4m 1.17% Reduced -182.6k -182,603
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,782,8011.8m $4.7m $4.7m 0.00% Reduced -179.0k -178,963
3 Archon Capital Management LLC 3.23% of their portfolio Seattle, WA 1,048,0061.0m $2.8m $2.8m 3.23% Reduced -2.9m -2,903,387
4 Meros Investment Management, LP 1.01% of their portfolio DALLAS, TX 804,380804.4k $2.1m $2.1m 1.01% Added +137.9k +137,918
5 RBF Capital, LLC 0.12% of their portfolio RENO, NV 798,450798.5k $2.1m $2.1m 0.12% New
6 ALBION FINANCIAL GROUP /UT 0.14% of their portfolio SALT LAKE CITY, UT 705,283705.3k $1.9m $1.9m 0.14% Reduced -36.1k -36,071
7 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 469,667469.7k $1.2m $1.2m 0.00% Added +438.1k +438,147
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 433,805433.8k $1.1m $1.1m 0.00% Reduced -332.4k -332,367
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 404,929404.9k $1.1m $1.1m 0.00% New
10 272 Capital LP 0.41% of their portfolio DALLAS, TX 308,280308.3k $816.9k $816.9k 0.41% Reduced -434.8k -434,793
11 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 267,247267.2k $708.2k $708.2k 0.02% Reduced -60.3k -60,270
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 260,575260.6k $690.5k $690.5k 0.00% Reduced -208.0k -208,010
13 BlackRock Inc. 0.00% of their portfolio New York, NY 186,837186.8k $495.1k $495.1k 0.00% Reduced -1.4m -1,430,969
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 168,210168.2k $445.8k $445.8k 0.00% Reduced -270.8k -270,834
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 126,690126.7k $335.7k $335.7k 0.00% Reduced -360.2k -360,216
16 HighMark Wealth Management LLC 0.19% of their portfolio ST. PAUL, MN 120,935120.9k $320.5k $320.5k 0.19% Unchanged
17 Alpine Global Management, LLC 0.05% of their portfolio NEW YORK, NY 107,236107.2k $284.2k $284.2k 0.05% New
18 WASHINGTON TRUST Co 0.01% of their portfolio WESTERLY, RI 100,000100.0k $265.0k $265.0k 0.01% Unchanged
19 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 97,00097.0k $257.1k $257.1k 0.00% Unchanged
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 93,87393.9k $248.8k $248.8k 0.00% Added +72.9k +72,897
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 92,48392.5k $245.1k $245.1k 0.00% Reduced -2.0k -2,022
22 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 77,80077.8k $206.2k $206.2k 0.00% Added +52.2k +52,200
23 WHITE PINE CAPITAL LLC 0.07% of their portfolio BLOOMINGTON, MN 70,57970.6k $187.0k $187.0k 0.07% Added +12.5k +12,480
24 Lakewood Asset Management LLC 0.13% of their portfolio NAPERVILLE, IL 68,22568.2k $180.8k $180.8k 0.13% Added +8.3k +8,300
25 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 67,83267.8k $179.8k $179.8k 0.00% New
26 Centiva Capital, LP 0.01% of their portfolio New York, NY 67,23267.2k $178.2k $178.2k 0.01% New
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 50,89250.9k $134.9k $134.9k 0.00% Added +20.5k +20,525
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 45,15045.1k $119.6k $119.6k 0.00% Added +2.5k +2,517
29 Point72 Asia (Singapore) Pte. Ltd. 0.02% of their portfolio SINGAPORE, U0 40,44140.4k $107.2k $107.2k 0.02% New
30 Paloma Partners Management Co 0.01% of their portfolio GREENWICH, CT 39,12039.1k $103.7k $103.7k 0.01% New
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 38,40038.4k $102.0k $102.0k 0.00% Unchanged
32 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 36,20036.2k $95.9k $95.9k 0.00% Unchanged
33 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 34,55234.6k $91.6k $91.6k 0.00% Reduced -12.6k -12,560
34 BARD ASSOCIATES INC 0.03% of their portfolio CHICAGO, IL 26,41026.4k $70.0k $70.0k 0.03% Unchanged
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,99326.0k $68.9k $68.9k 0.00% Reduced -31.3k -31,331
36 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 19,71919.7k $52.3k $52.3k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,44318.4k $48.9k $48.9k 0.00% Reduced -17.4k -17,440
38 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 17,89717.9k $47.4k $47.4k 0.00% First filing
39 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 17,51517.5k $46.4k $46.4k 0.00% Added +12.0k +12,021
40 Souders Financial Advisors 0.01% of their portfolio CINCINNATI, OH 15,07515.1k $39.9k $39.9k 0.01% Unchanged
41 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,82514.8k $39.3k $39.3k 0.00% Unchanged
42 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 13,20013.2k $35.0k $35.0k 0.00% New
43 Legato Capital Management LLC 0.00% of their portfolio San Francisco, CA 13,12413.1k $34.8k $34.8k 0.00% New
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 12,81312.8k $34.0k $34.0k 0.00% Reduced -79.9k -79,915
45 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,95911.0k $29.0k $29.0k 0.00% Unchanged
46 Aaron Wealth Advisors LLC 0.00% of their portfolio Chicago, IL 10,60310.6k $28.1k $28.1k 0.00% New
47 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 10,60310.6k $28.1k $28.1k 0.00% New
48 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 10,50010.5k $27.8k $27.8k 0.00% New
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,12110.1k $26.8k $26.8k 0.00% Reduced -7.9k -7,930
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,8429.8k $25.0k $25.0k 0.00% Reduced -6.4k -6,388
51 Point72 (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 7,8647.9k $20.8k $20.8k 0.00% New
52 SUMMIT SECURITIES GROUP LLC 0.01% of their portfolio NEW YORK, NY 6,0586.1k $16.0k $16.0k 0.01% New
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,1065.1k $13.5k $13.5k 0.00% Reduced -24.2k -24,180
54 Catalyst Funds Management Pty Ltd 0.00% of their portfolio SYDNEY NSW, C3 5,1005.1k $13.5k $13.5k 0.00% New
55 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 3,1863.2k $8.4k $8.4k 0.00% Reduced -28.1k -28,059
56 FMR LLC 0.00% of their portfolio BOSTON, MA 2,6432.6k $7.0k $7.0k 0.00% Added +555 +555
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,3352.3k $6.2k $6.2k 0.00% Reduced -22.7k -22,692
58 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 1,6801.7k $4.5k $4.5k 0.00% New
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,6371.6k $4.3k $4.3k 0.00% Reduced -4.1k -4,052
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 820820 $2.2k $2.2k 0.00% Unchanged
61 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 471471 $1.2k $1.2k 0.00% New
62 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 297297 $787 $787 0.00% Reduced -25.0k -25,000
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 146146 $0 $0 0.00% New
64 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 9090 $239 $239 0.00% New
65 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 7575 $199 $199 0.00% New
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged