SURFUSD
Surface Oncology Inc (SURFUSD) Institutional Ownership & 13F Filings (Q2 2023)
Surface Oncology Inc
-$1.8M
Net Activity
-27.43% total shares
Institutions Holding
62
Popularity Rank
#4821
Avg Weight
0.24%
Total Value
$17.0M
Ownership Trend
62 institutions currently hold SURFUSD, with 6 net buyers and 10 net sellers this quarter.
Institutional Moves
Institutional Moves (Q2 2023)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
10
Net Buying Institutions
6
Who Owns SURFUSD? Top Institutional & Hedge Fund Holders
Key Holders
Top 5 by Value
Source and citation information
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Notable Holders
SURFUSD ranks #4821 out of 36939 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SURFUSD is a disclosed holding of Cathie Wood (ARK Investment Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
SURFUSD is a top-conviction position for Atlas Venture Associates IX, LLC — at 14.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SURFUSD belongs to Armistice Capital, LLC, but the position matters far more to Atlas Venture Associates IX, LLC, who has 14.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
DAFNA Capital Management LLC has added to its SURFUSD position for two straight quarters, increasing it by $314.5K to reach $956.6K today.
Cathie Wood has trimmed its SURFUSD position for two straight quarters, cutting it by $3.3M while still holding $1.2M.
Price Chart
SURFUSD Quarterly 13F Institutional Trade Shifts
Recent Activity
+$4.6M
Total Buy Value
$1.6M
Total Sell Value
New buy3
Trim5
Add3
Sold out5
6
Net Buyers
10
Net Sellers
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Smart Money Convergence
SURFUSD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2023-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Recent SURFUSD Insider Buying & Selling Activity (Form 4)
Congress Trading (STOCK Act)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
No Form 8-K filings for this ticker
CUSIP
86877M209
FAQ
Who are the top institutional investors holding SURFACE ONCOLOGY INC (SURFUSD)?
Major stakeholders currently include Armistice Capital, LLC ($4.3M), Atlas Venture Associates IX, LLC ($2.6M), Vanguard Group Inc ($2.0M). Based on the latest 13F filings, there are a total of 62 tracked investment funds and institutions maintaining positions in SURFUSD.
What is the overall institutional sentiment toward SURFUSD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.8M, driven by 6 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their SURFUSD positions?
In the latest period, 5 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $1.6M.
Are there any notable investors adding SURFUSD to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.6M.
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Developer Access
Access SURFUSD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SURFUSDCLI
npx alphasmo stocks get SURFUSD