Vault-13

KORU MEDICAL SYSTEMS INC KRMD

COM · Common Stock · CUSIP 759910102

55 institutional holders -11 vs Q2 2024
12,774,83812.8m shares reported held*
27.9% of all shares outstanding*
$34.9mreported value*
4 new 11 added 24 reduced 15 sold out net sold ≈ $4.3m (-1.6m 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: 45.8m as of 2024-11-13, 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 ≈ $2.73. Options: 3 managers hold calls ($20.2k notional), 2 hold puts ($10.4k).

Trends to Q3 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: 66Q3 24: 5555Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202240
Q4 202242
Q1 202355
Q2 202363
Q3 202356
Q4 202359
Q1 202460
Q2 202466
Q3 202455

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 outQ1 23: 29 bought or addedQ1 23: 10 cut or sold outQ1 23Q2 23: 39 bought or addedQ2 23: 17 cut or sold outQ3 23: 22 bought or addedQ3 23: 25 cut or sold outQ3 23Q4 23: 26 bought or addedQ4 23: 19 cut or sold outQ1 24: 27 bought or addedQ1 24: 24 cut or sold outQ1 24Q2 24: 31 bought or addedQ2 24: 39 cut or sold outQ3 24: 15 bought or addedQ3 24: 39 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022169
Q1 20232910
Q2 20233917
Q3 20232225
Q4 20232619
Q1 20242724
Q2 20243139
Q3 20241539

Calls vs puts

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

CallsPuts
$0$10k$20k$30kQ4 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 0.07Q3 24 calls: $20.2kQ3 24 puts: $10.4kQ3 24P/C 0.51
Numbers
QuarterCallsPutsP/C
Q4 2023$8.2k$3.2k0.39
Q1 2024$10.4k$00.00
Q2 2024$12.0k$7950.07
Q3 2024$20.2k$10.4k0.51

Biggest buyers

First Light Asset Management, LLC Added +560,538+560.5k
RENAISSANCE TECHNOLOGIES LLC New +98,100+98.1k
Empire Financial Management Company, LLC New +95,024+95.0k
WHITE PINE CAPITAL LLC Added +55,162+55.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +35,676+35.7k
GEODE CAPITAL MANAGEMENT, LLC Added +28,323+28.3k
Connor, Clark & Lunn Investment Management Ltd. Added +26,860+26.9k
Squarepoint Ops LLC Added +24,305+24.3k
CITADEL ADVISORS LLC Added +20,826+20.8k
XTX Topco Ltd New +12,602+12.6k

Biggest sellers

Archon Capital Management LLC Reduced -859,106-859.1k
GOLDMAN SACHS GROUP INC Sold out -404,929-404.9k
RBF Capital, LLC Reduced -277,131-277.1k
MILLENNIUM MANAGEMENT LLC Reduced -198,144-198.1k
NORTHERN TRUST CORP Reduced -189,367-189.4k
Alpine Global Management, LLC Sold out -107,236-107.2k
MORGAN STANLEY Reduced -77,521-77.5k
Centiva Capital, LP Sold out -67,232-67.2k
JANE STREET GROUP, LLC Reduced -52,614-52.6k
Qube Research & Technologies Ltd Reduced -50,108-50.1k

Biggest calls

SIMPLEX TRADING, LLC Reduced $12.0k4.4k shares
CITADEL ADVISORS LLC New $8.2k3.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $10.4k3.8k 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 Q3 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
404Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 3 buyingQ3 23: 0 sellingQ3 23Q4 23: 1 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20240—0——

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Light Asset Management, LLC 1.27% of their portfolio Edina, MN 5,598,9255.6m $15.3m $15.3m 1.27% Added +560.5k +560,538
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,782,8011.8m $4.9m $4.9m 0.00% Unchanged
3 Meros Investment Management, LP 0.99% of their portfolio DALLAS, TX 805,384805.4k $2.2m $2.2m 0.99% Added +1.0k +1,004
4 ALBION FINANCIAL GROUP /UT 0.13% of their portfolio SALT LAKE CITY, UT 667,783667.8k $1.8m $1.8m 0.13% Reduced -37.5k -37,500
5 RBF Capital, LLC 0.07% of their portfolio RENO, NV 521,319521.3k $1.4m $1.4m 0.07% Reduced -277.1k -277,131
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 462,128462.1k $1.3m $1.3m 0.00% Added +28.3k +28,323
7 272 Capital LP 0.47% of their portfolio DALLAS, TX 302,115302.1k $824.8k $824.8k 0.47% Reduced -6.2k -6,165
8 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 271,523271.5k $741.3k $741.3k 0.00% Reduced -198.1k -198,144
9 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 266,082266.1k $726.4k $726.4k 0.02% Reduced -1.2k -1,165
10 Archon Capital Management LLC 0.97% of their portfolio Seattle, WA 188,900188.9k $515.7k $515.7k 0.97% Reduced -859.1k -859,106
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 186,023186.0k $507.8k $507.8k 0.00% First filing
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 126,690126.7k $345.9k $345.9k 0.00% Unchanged
13 WHITE PINE CAPITAL LLC 0.12% of their portfolio BLOOMINGTON, MN 125,741125.7k $343.3k $343.3k 0.12% Added +55.2k +55,162
14 HighMark Wealth Management LLC 0.18% of their portfolio ST. PAUL, MN 120,935120.9k $330.2k $330.2k 0.18% Unchanged
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 113,309113.3k $309.3k $309.3k 0.00% Added +20.8k +20,826
16 WASHINGTON TRUST Co 0.01% of their portfolio WESTERLY, RI 100,000100.0k $273.0k $273.0k 0.01% Unchanged
17 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 98,10098.1k $267.8k $267.8k 0.00% New
18 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 97,00097.0k $264.8k $264.8k 0.00% Unchanged
19 Empire Financial Management Company, LLC 0.08% of their portfolio NEW YORK, NY 95,02495.0k $259.4k $259.4k 0.08% New
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 90,68990.7k $247.6k $247.6k 0.00% Reduced -77.5k -77,521
21 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 77,80077.8k $212.4k $212.4k 0.00% Unchanged
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 71,20871.2k $194.4k $194.4k 0.00% Reduced -189.4k -189,367
23 Lakewood Asset Management LLC 0.13% of their portfolio NAPERVILLE, IL 68,22568.2k $186.3k $186.3k 0.13% Unchanged
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 61,66961.7k $168.4k $168.4k 0.00% Added +35.7k +35,676
25 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 61,41261.4k $167.7k $167.7k 0.00% Added +26.9k +26,860
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 44,80244.8k $122.3k $122.3k 0.00% Reduced -348 -348
27 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 44,02444.0k $120.2k $120.2k 0.00% Added +24.3k +24,305
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,25941.3k $112.6k $112.6k 0.00% Reduced -52.6k -52,614
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 38,40038.4k $105.0k $105.0k 0.00% Unchanged
30 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 36,20036.2k $98.8k $98.8k 0.00% Unchanged
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 31,21931.2k $85.2k $85.2k 0.00% Reduced -19.7k -19,673
32 BARD ASSOCIATES INC 0.02% of their portfolio CHICAGO, IL 25,91025.9k $70.7k $70.7k 0.02% Reduced -500 -500
33 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 17,72417.7k $48.4k $48.4k 0.00% Reduced -50.1k -50,108
34 Souders Financial Advisors 0.01% of their portfolio CINCINNATI, OH 15,07515.1k $41.2k $41.2k 0.01% Unchanged
35 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,66714.7k $40.0k $40.0k 0.00% Reduced -158 -158
36 Legato Capital Management LLC 0.00% of their portfolio San Francisco, CA 13,16313.2k $35.9k $35.9k 0.00% Added +39 +39
37 Point72 Asia (Singapore) Pte. Ltd. 0.01% of their portfolio SINGAPORE, U0 12,95513.0k $35.4k $35.4k 0.01% Reduced -27.5k -27,486
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 12,81312.8k $35.0k $35.0k 0.00% Unchanged
39 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 12,60212.6k $34.4k $34.4k 0.00% New
40 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,95911.0k $29.9k $29.9k 0.00% Unchanged
41 Paloma Partners Management Co 0.00% of their portfolio GREENWICH, CT 10,58710.6k $28.9k $28.9k 0.00% Reduced -28.5k -28,533
42 Point72 (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 8,8008.8k $24.0k $24.0k 0.00% Added +936 +936
43 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 6,3416.3k $17.3k $17.3k 0.00% New
44 Catalyst Funds Management Pty Ltd 0.00% of their portfolio SYDNEY NSW, C3 5,1005.1k $13.9k $13.9k 0.00% Unchanged
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,4923.5k $9.5k $9.5k 0.00% Added +1.2k +1,157
46 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5442.5k $6.9k $6.9k 0.00% Reduced -99 -99
47 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,5281.5k $4.2k $4.2k 0.00% Reduced -16.0k -15,987
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2341.2k $3.4k $3.4k 0.00% Reduced -3.9k -3,872
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 888888 $2.4k $2.4k 0.00% Reduced -17.6k -17,555
50 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 820820 $2.2k $2.2k 0.00% Unchanged
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 743743 $2.0k $2.0k 0.00% Reduced -9.1k -9,099
52 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 160160 $437 $437 0.00% Reduced -311 -311
53 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 2525 $68 $68 0.00% Reduced -50 -50
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1919 $52 $52 0.00% Reduced -1.6k -1,618
55 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged