Guru Ownership Trend
Guru Analysis for TransMedics Group, Inc. (TMDX)
TransMedics Group, Inc. (TMDX), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.68 M.
Top institutional holders include Chuck Royce and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $14.95 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 396.2%. Conversely, Renaissance Technologies reduced exposure by 92.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for TransMedics Group, Inc. (TMDX)
Major holders include Chuck Royce ($29.58 M), Joel Greenblatt ($4.97 M), John Hussman ($1.79 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 313,828 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $14.95 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited TMDX. The total reported sell value was $20.71 M.
Yes, 1 managers opened new positions in TMDX, and 1 increased their existing holdings. The total reported buy value was $5.76 M.