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Merit Medical Systems

399 hedge funds and large institutions have $4.1B invested in Merit Medical Systems in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 162 increasing their positions, 125 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

174,429% more call options, than puts

Call options by funds: $59.3M | Put options by funds: $34K

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

30% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 125

2% more funds holding

Funds holding: 390399 (+9)

4.84% less ownership

Funds ownership: 104.93%100.09% (-4.8%)

25% less capital invested

Capital invested by funds: $5.48B → $4.1B (-$1.38B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
4.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
70
Increased
162
Reduced
125
Closed
53
Calls
$59.3M
Puts
$34K
Net Calls
+$59.3M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$609M +$10.2M +130,940 +2%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$243M +$275M +3,523,088 New
VCM
3
Vanguard Capital Management
Pennsylvania
$183M +$207M +2,656,163 New
State Street
4
State Street
Massachusetts
$163M +$10.1M +129,934 +6%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$149M +$6.33M +81,030 +4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$146M +$2.95M +37,730 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$104M +$4.27M +54,602 +4%
Morgan Stanley
8
Morgan Stanley
New York
$86.9M +$9.42M +120,569 +11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$85.3M +$960K +12,285 +1%
NAMI
10
Nomura Asset Management International
Pennsylvania
$82.6M +$4.06M +51,965 +5%
GF
11
Greenhouse Funds
Maryland
$77.4M +$19.9M +255,220 +29%
Citigroup
12
Citigroup
New York
$73.3M +$277K +3,546 +0.3%
CAM
13
Congress Asset Management
Massachusetts
$70.9M +$13.4M +171,610 +20%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$69.3M -$59.9M -766,641 -43%
Citadel Advisors
15
Citadel Advisors
Florida
$66.4M -$10.2M -130,823 -12%
WHG
16
Westwood Holdings Group
Texas
$65.2M +$9.39M +120,262 +15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$63.5M -$3.52M -45,005 -5%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$53.6M -$7.61M -97,365 -11%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$51.1M +$23.9M +305,411 +70%
MC
20
Maverick Capital
Texas
$49.2M +$17.8M +227,915 +47%
Northern Trust
21
Northern Trust
Illinois
$47M +$126K +1,610 +0.2%
Charles Schwab
22
Charles Schwab
California
$46.6M +$252K +3,227 +0.5%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$45.1M +$789K +10,107 +2%
Goldman Sachs
24
Goldman Sachs
New York
$44.7M -$23.5M -300,285 -32%
JP Morgan Chase
25
JP Morgan Chase
New York
$42.4M -$11.9M -152,637 -20%