Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Koru Medical Systems Inc (KRMD)

89 + Investors. Track Smart Money conviction in KRMD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — KRMD

Based on 90 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KRMD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
90 hedge funds hold KRMD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

46 buying38 selling
Last quarter: 46 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 8 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new
45 out of 90 hedge funds have held KRMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -26%

Value
-26%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~19 new funds/quarter

18 → 25 → 8 → 16 → 19 new funds/Q
New funds entering each quarter: 25 → 8 → 16 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 91 holders: 61 (67%) are 2+ year veterans, 10 entered 1–2 years ago, and 20 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
24 of 89 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KRMD

In 2026 Q1, 46 hedge funds were net buyers of KRMD (19 opened a new position, 27 added to an existing one), while 38 reduced or exited (26 trimmed, 12 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 90.

Hedge Fund Ownership: KRMD

How many hedge funds hold KRMD — quarterly history vs. share price
Quarterly hedge fund ownership of KRMD vs. share price

Market Analysis: KRMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KRMD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Koru Medical Systems Inc (KRMD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KRMD has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
KRMD
-7.4%
XLV
+4.9%

KRMD outperformed XLV by -12.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
KRMD
+2.6%
XLV
+6.0%

Since the filing became public, KRMD outperformed XLV by -3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: KRMD
89 + Investors

Track Smart Money conviction in KRMD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 89 83 7.23%
13F Shares 21M 21M -0.52%
Total Value $90M $121M -26.13%
New Positions 18 16 +2
Increased Positions 26 28 -2
Closed Positions 12 9 +3
Reduced Positions 25 21 +4
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KRMD

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KRMD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 KRMD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 3.22% 811,247 $3.5M
2 Topline Capital Management, LLC 2.51% 3,514,911 $15.2M
3 Archon Capital Management LLC 1.57% 642,923 $2.8M
4 First Light Asset Management, LLC 1.46% 3,768,380 $16.3M
5 Meros Investment Management, LP 1.42% 760,451 $3.3M
6 Empire Financial Management Company, LLC 0.69% 703,139 $3.0M
7 White Pine Capital LLC 0.22% 182,545 $789K
8 HighMark Wealth Management LLC 0.21% 120,935 $522K
9 Lakewood Asset Management LLC 0.20% 73,945 $319K
10 Albion Financial Group /Ut 0.06% 216,374 $935K
11 Informed Momentum Co LLC 0.04% 77,013 $333K
12 Vivaldi Capital Management LP 0.02% 29,885 $129K
13 Globeflex Capital L P 0.02% 26,008 $112K
14 Bard Associates Inc 0.02% 14,590 $63K
15 Hillsdale Investment Management Inc. 0.01% 61,500 $266K
16 Bridgeway Capital Management, LLC 0.01% 75,305 $325K
17 Occudo Quantitative Strategies LP 0.00% 16,834 $67K
18 Boothbay Fund Management, LLC 0.00% 38,339 $166K
19 XTX Topco Ltd 0.00% 27,489 $119K
20 Russell Investments Group, Ltd. 0.00% 423,419 $1.8M
21 Engineers Gate Manager LP 0.00% 33,627 $145K
22 Connor, Clark & Lunn Investment Management Ltd. 0.00% 140,743 $608K
23 Calamos Advisors LLC 0.00% 79,126 $342K
24 Mesirow Financial Investment Management, Inc. 0.00% 16,459 $71K
25 Strs Ohio 0.00% 60,800 $263K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Koru Medical Systems Inc (KRMD)

What does the Smart Money Trend signal show for KRMD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KRMD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KRMD?

Slight buying edge — 55% buying: Last quarter: 46 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KRMD holders?

Smaller funds dominant — 16% AUM from top-100: 24 of 89 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KRMD?

50% of holders stayed for 2+ years: 45 out of 90 hedge funds have held KRMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Koru Medical Systems Inc (KRMD) following the 2026 Q1 hedge fund 13F filings?

As of today, KRMD has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), KRMD has gained -7.4% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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