CONMED Corporation (CNMD): A Bull Case Theory
We came across a bullish thesis on CONMED Corporation on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on CNMD.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | 70,760,000 | $67,220,465 | 0.13% | ||
2. | Deerfield Management James E. Flynn | 700,271 | $36,470,114 | +15% | 0.66% |
3. | 27,952,000 | $26,510,346 | 0.88% | ||
4. | 27,705,000 | $26,318,850 | +59% | 0.45% | |
5. | 27,500,000 | $26,155,113 | -48% | 1.49% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$72.09 | 1,350 | $97,321.50 | 16,460 | 2024-05-13 | Filing | |
$69.26 | 1,442 | $99,872.92 | 1,442 | 2024-05-08 | Filing | |
$70.98 | 2,000 | $141,960.00 | 2,000 | 2024-05-06 | Filing | |
$68.30 | 3,000 | $204,900.00 | 10,807 | 2024-04-30 | Filing | |
$94.63 | 2,000 | $189,264.00 | 16,035 | 2020-03-02 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$53.51 | 897 | $48,000.26 | 14,859 | 2025-09-12 | Filing | |
$53.54 | 1,103 | $59,049.11 | 15,756 | 2025-09-12 | Filing | |
$52.45 | 598 | $31,365.10 | 0 | 2025-08-07 | Filing | |
$56.94 | 4,000 | $227,768.00 | 16,346 | 2025-05-05 | Filing | |
$65.35 | 257 | $16,796.03 | 0 | 2025-02-11 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,770 | $83,243 | 0% | |
2. | 533 | $25,067 | 0.02% |