SecBot SecBot
Institutional Cluster

KRMD

KORU Medical Systems, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed3mo ago
Institutional cluster: 4 buyers, 4 sellers (mixed)
Actionable Insight • Neutral

A mixed institutional cluster for KRMD in Q1 2026 shows 4 buyers adding $704K (led by Russell Investments' $692K doubling) vs. 4 sellers trimming $527K (led by Squarepoint Ops and Wells Fargo). Confluence with open-market insider buying ($1.5M, including C-suite) adds conviction, but the cluster itself is small-scale and mixed.

DirectionNeutral
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d
KRMD ▼ -33.18% at T+60d
NEUTRAL call -33.18% · α vs SPY -34.82% · entry $4.43 → $2.96
Entry = T+0 close
Jul 9, 2026
via day close
T+1d
-3.39%
call -3.39% · α -3.82%
$4.28
settled 4mo ago
T+5d
-4.29%
call -4.29% · α -4.16%
$4.24
settled 3mo ago
T+20d
-19.64%
call -19.64% · α -21.88%
$3.56
settled 3mo ago
T+60d
-33.18%
call -33.18% · α -34.82%
$2.96
settled 25d ago

Executive Summary

A mixed institutional cluster for KRMD in Q1 2026 shows 4 buyers adding $704K (led by Russell Investments' $692K doubling) vs. 4 sellers trimming $527K (led by Squarepoint Ops and Wells Fargo). Confluence with open-market insider buying ($1.5M, including C-suite) adds conviction, but the cluster itself is small-scale and mixed.

Key Financial Metrics

Direction
mixed
Buy Value
$2.1M
Net Flow
$177.0K

Institutional Positions

Net institutional flow: $177.0K

▲ Buyers (4)

InstitutionActionChangePosition ValueValue Δ
Russell Investments GroupDOUBLED+116.3%$1.8M$692.0K
Metlife Investment ManagementADD+48.2%$105.0K$10.0K

▼ Sellers (4)

InstitutionActionChangePrev ValueValue Δ
Squarepoint OpsTRIM-72.3%$273.0K-$217.1K
Wells FargoTRIM-66.8%$275.0K-$206.8K
FidelityTRIM-68.2%$51.0K-$38.6K
Intech Investment ManagementTRIM-41.8%$114.0K-$64.4K

Key Facts

  • Aggregate: 4 buyers (net +$704K, total holdings $2.1M) vs. 4 sellers (net -$527K, total sold $0.5M)
  • Russell Investments Group doubled its stake from $1.1M to $1.8M (+116.3% shares, +$692K)
  • Fidelity trimmed by 68.2% ($51K→$12K), Squarepoint Ops trimmed 72.3% ($273K→$56K), Wells Fargo trimmed 66.8% ($275K→$68K)
  • Cross-filing context: 'conviction' insider buy signal — 5 open-market buyers including C-suite, total $1.5M

Financial Impact

Net institutional activity of ~$177K ($704K bought minus $527K sold), or roughly 0.09% of KRMD's $203M market cap — a small signal on a tiny float basis.

institutional ownershipfloat turnover

Risk Factors

  • 13F data is 45+ days stale; positions may have already been unwound
  • Cluster is evenly split (4 buyers, 4 sellers) — no strong directional consensus
  • Squarepoint Ops and Fidelity trimming suggests some smart-money skepticism

Market Snapshot

Exchange
Nasdaq
Sector
Surgical & Medical Instruments & Apparatus
Analyst Consensus
82% bullish (11 analysts)

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-KRMD-2026-Q1
7 reports for KRMD
Performance horizon
67% Hit rate @ T+5 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+5▲ +0.97%May 20, 2026
Filters
Rows
Reports for KRMD — sortable, filterable
TypeNow
Jul 9, 2026
15w ago
Institutional Cluster
NEUTRAL ★ 4/10
$4.43 $4.24▼ −4.29%▼ −4.16%—
Jun 30, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$4.40 $4.59▲ +4.32%▲ +4.06%—
May 20, 2026
22w ago
Insider Cluster
BULLISH ★ 7/10
$4.14 $4.18▲ +0.97%▼ −0.63%—
May 20, 2026
22w ago
Insider Cluster
BULLISH ★ 7/10
$4.14 $4.06▼ −1.93%▼ −3.78%—
May 20, 2026
22w ago
Insider Cluster
BULLISH ★ 7/10
$4.14 $4.18▲ +0.97%▼ −0.63%—
May 18, 2026
23w ago
Insider Cluster
NEUTRAL ★ 2/10
$3.96 $4.15▲ +4.80%▲ +2.50%—
May 6, 2026
24w ago
8-K
MIXED ★ 5/10
$4.44 $3.85▼ −13.29%▼ −14.79%—
Showing 7 of 7

US Market Status

Market Closed — Opens Wed (< 1m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Jul 9, 2026