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Lombard Odier Asset Management (USA)’s Merit Medical Systems MMSI Stock Holding History

Lombard Odier Asset Management (USA)’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,158
Closed -$346K – 352
2025
Q3 		$346K Buy
4,158
+1,038
+33% +$90.4K 0.02% 339
2025
Q2 		$292K Buy
+3,120
New +$296K 0.02% 313

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Lombard Odier Asset Management (USA)'s MMSI Position: Q4 2025 in Review

Lombard Odier Asset Management (USA) sold out of Merit Medical Systems (MMSI) in Q4 2025, closing a stake of 4,158 shares — an estimated $346K sold.

Lombard Odier Asset Management (USA) first reported a position in MMSI in Q2 2025 and held it in 2 quarters. The position peaked at $346K in Q3 2025. 390 funds tracked by Wall St. Rank hold MMSI as of Q4 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Merit Medical Systems position as of Q4 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 4,158 Merit Medical Systems shares in Q4 2025, an estimated $346K.
  • Lombard Odier Asset Management (USA) first reported a position in Merit Medical Systems in Q2 2025 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Merit Medical Systems position peaked at $346K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2025, filed 17 Feb 2026.