Vault-13

KORU MEDICAL SYSTEMS INC KRMD

COM · Common Stock · CUSIP 759910102

65 institutional holders +10 vs Q3 2024
17,143,33017.1m shares reported held*
37.4% of all shares outstanding*
$66.0mreported value*
11 new 17 added 17 reduced 3 sold out net bought ≈ $489.0k (+127.0k 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 ($148.7k this quarter). 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 ≈ $3.85. Options: 2 managers hold calls ($11.6k notional), 2 hold puts ($45.4k).

Trends to Q4 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: 55Q4 24: 6565Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202240
Q4 202242
Q1 202355
Q2 202363
Q3 202356
Q4 202359
Q1 202460
Q2 202466
Q3 202455
Q4 202465

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 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 24Q3 24: 15 bought or addedQ3 24: 39 cut or sold outQ4 24: 28 bought or addedQ4 24: 20 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232910
Q2 20233917
Q3 20232225
Q4 20232619
Q1 20242724
Q2 20243139
Q3 20241539
Q4 20242820

Calls vs puts

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

CallsPuts
$0$20k$40k$60kQ1 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 0.51Q4 24 calls: $11.6kQ4 24 puts: $45.4kQ4 24P/C 3.93
Numbers
QuarterCallsPutsP/C
Q1 2024$10.4k$00.00
Q2 2024$12.0k$7950.07
Q3 2024$20.2k$10.4k0.51
Q4 2024$11.6k$45.4k3.93

Biggest buyers

First Light Asset Management, LLC Added +316,509+316.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +152,357+152.4k
683 Capital Management, LLC New +88,206+88.2k
GOLDMAN SACHS GROUP INC New +83,867+83.9k
Russell Investments Group, Ltd. Added +66,891+66.9k
Calamos Advisors LLC New +64,989+65.0k
Schonfeld Strategic Advisors LLC New +37,212+37.2k
Jefferies Financial Group Inc. New +34,300+34.3k
BlackRock, Inc. Added +34,053+34.1k
WHITE PINE CAPITAL LLC Added +32,176+32.2k

Biggest sellers

272 Capital LP Reduced -292,543-292.5k
BOOTHBAY FUND MANAGEMENT, LLC Reduced -253,658-253.7k
ALBION FINANCIAL GROUP /UT Reduced -101,409-101.4k
RBF Capital, LLC Reduced -101,245-101.2k
CITADEL ADVISORS LLC Reduced -82,198-82.2k
RENAISSANCE TECHNOLOGIES LLC Reduced -46,112-46.1k
Meros Investment Management, LP Reduced -39,834-39.8k
VANGUARD GROUP INC Reduced -25,276-25.3k
XTX Topco Ltd Sold out -12,602-12.6k
Paloma Partners Management Co Sold out -10,587-10.6k

Biggest calls

CITADEL ADVISORS LLC Unchanged $11.6k3.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $45.4k11.8k 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 Q4 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
404Q1 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 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Light Asset Management, LLC 2.18% of their portfolio Edina, MN 5,915,4345.9m $22.8m $22.8m 2.18% Added +316.5k +316,509
2 Topline Capital Management, LLC 3.15% of their portfolio SANTA MONICA, CA 4,327,1644.3m $16.7m $16.7m 3.15% First filing
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,757,5251.8m $6.8m $6.8m 0.00% Reduced -25.3k -25,276
4 Meros Investment Management, LP 1.32% of their portfolio DALLAS, TX 765,550765.5k $2.9m $2.9m 1.32% Reduced -39.8k -39,834
5 ALBION FINANCIAL GROUP /UT 0.15% of their portfolio SALT LAKE CITY, UT 566,374566.4k $2.2m $2.2m 0.15% Reduced -101.4k -101,409
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 463,178463.2k $1.8m $1.8m 0.00% Added +1.1k +1,050
7 RBF Capital, LLC 0.08% of their portfolio RENO, NV 420,074420.1k $1.6m $1.6m 0.08% Reduced -101.2k -101,245
8 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 283,710283.7k $1.1m $1.1m 0.00% Added +12.2k +12,187
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 220,076220.1k $847.3k $847.3k 0.00% Added +34.1k +34,053
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 214,026214.0k $824.0k $824.0k 0.00% Added +152.4k +152,357
11 Archon Capital Management LLC 0.88% of their portfolio Seattle, WA 188,900188.9k $727.3k $727.3k 0.88% Unchanged
12 WHITE PINE CAPITAL LLC 0.20% of their portfolio BLOOMINGTON, MN 157,917157.9k $608.0k $608.0k 0.20% Added +32.2k +32,176
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 135,594135.6k $522.0k $522.0k 0.00% Added +8.9k +8,904
14 HighMark Wealth Management LLC 0.27% of their portfolio ST. PAUL, MN 120,935120.9k $465.6k $465.6k 0.27% Unchanged
15 WASHINGTON TRUST Co 0.01% of their portfolio WESTERLY, RI 100,000100.0k $385.0k $385.0k 0.01% Unchanged
16 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 97,00097.0k $373.4k $373.4k 0.00% Unchanged
17 Empire Financial Management Company, LLC 0.11% of their portfolio NEW YORK, NY 95,02495.0k $365.8k $365.8k 0.11% Unchanged
18 683 Capital Management, LLC 0.03% of their portfolio NEW YORK, NY 88,20688.2k $339.6k $339.6k 0.03% New
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 86,30886.3k $332.3k $332.3k 0.00% Reduced -4.4k -4,381
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,86783.9k $322.9k $322.9k 0.00% New
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 79,17579.2k $304.8k $304.8k 0.00% Added +8.0k +7,967
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 68,92368.9k $265.4k $265.4k 0.00% Added +27.7k +27,664
23 Lakewood Asset Management LLC 0.18% of their portfolio NAPERVILLE, IL 68,22568.2k $262.7k $262.7k 0.18% Unchanged
24 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 67,05167.1k $258.1k $258.1k 0.00% Added +66.9k +66,891
25 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 64,98965.0k $250.2k $250.2k 0.00% New
26 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 59,87159.9k $230.5k $230.5k 0.00% Reduced -1.5k -1,541
27 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 51,98852.0k $200.2k $200.2k 0.00% Reduced -46.1k -46,112
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 43,40043.4k $167.1k $167.1k 0.00% Added +5.0k +5,000
29 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 37,21237.2k $143.3k $143.3k 0.00% New
30 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 36,26836.3k $139.6k $139.6k 0.00% Reduced -7.8k -7,756
31 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 36,20036.2k $139.4k $139.4k 0.00% Unchanged
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,77435.8k $137.7k $137.7k 0.00% Reduced -9.0k -9,028
33 Jefferies Financial Group Inc. 0.00% of their portfolio NEW YORK, NY 34,30034.3k $132.1k $132.1k 0.00% New
34 Point72 Asia (Singapore) Pte. Ltd. 0.03% of their portfolio SINGAPORE, U0 31,81831.8k $122.5k $122.5k 0.03% Added +18.9k +18,863
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,11131.1k $119.8k $119.8k 0.00% Reduced -82.2k -82,198
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 30,57130.6k $117.7k $117.7k 0.00% First filing
37 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 26,92426.9k $103.7k $103.7k 0.01% New
38 BARD ASSOCIATES INC 0.03% of their portfolio CHICAGO, IL 25,91025.9k $99.8k $99.8k 0.03% Unchanged
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,67125.7k $98.8k $98.8k 0.00% Reduced -5.5k -5,548
40 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 21,92421.9k $84.4k $84.4k 0.00% New
41 DEBUSSY CAPITAL MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 19,71319.7k $81.8k $81.8k 0.01% New
42 Virtu Financial LLC 0.00% of their portfolio New York, NY 18,90518.9k $73.0k $73.0k 0.00% New
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,73417.7k $68.3k $68.3k 0.00% Added +17.7k +17,715
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,71217.7k $68.2k $68.2k 0.00% Added +16.5k +16,478
45 Souders Financial Advisors 0.01% of their portfolio CINCINNATI, OH 15,07515.1k $58.0k $58.0k 0.01% Unchanged
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,66714.7k $56.5k $56.5k 0.00% Unchanged
47 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 14,26514.3k $54.9k $54.9k 0.00% New
48 Legato Capital Management LLC 0.01% of their portfolio San Francisco, CA 13,16313.2k $50.7k $50.7k 0.01% Unchanged
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 12,81312.8k $49.3k $49.3k 0.00% Unchanged
50 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 12,52812.5k $48.2k $48.2k 0.00% Reduced -5.2k -5,196
51 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 12,42412.4k $47.8k $47.8k 0.00% Reduced -253.7k -253,658
52 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,95911.0k $42.2k $42.2k 0.00% Unchanged
53 272 Capital LP 0.03% of their portfolio DALLAS, TX 9,5729.6k $36.9k $36.9k 0.03% Reduced -292.5k -292,543
54 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 7,5227.5k $29.0k $29.0k 0.00% Added +1.2k +1,181
55 Point72 (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 5,3045.3k $20.4k $20.4k 0.00% Reduced -3.5k -3,496
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,7313.7k $14.0k $14.0k 0.00% Added +3.0k +2,988
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,0073.0k $11.6k $11.6k 0.00% Reduced -485 -485
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,5532.6k $9.8k $9.8k 0.00% Added +1.7k +1,665
59 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5442.5k $9.8k $9.8k 0.00% Unchanged
60 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,4431.4k $5.6k $5.6k 0.00% Reduced -85 -85
61 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,1281.1k $4.3k $4.3k 0.00% New
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 820820 $3.2k $3.2k 0.00% Unchanged
63 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 167167 $643 $643 0.00% First filing
64 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 2525 $96 $96 0.00% Unchanged
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged