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Merit Medical Systems

244 hedge funds and large institutions have $2.45B invested in Merit Medical Systems in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $2.14B → $2.45B (+$308M)

0.86% more ownership

Funds ownership: 94.16%95.01% (+0.86%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

1% less funds holding

Funds holding: 247244 (-3)

74% less call options, than puts

Call options by funds: $757K | Put options by funds: $2.87M

Holders
244
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$757K
Puts
$2.87M
Net Calls
-$2.12M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$6K +$6.19K +125 New
CHP
227
Cable Hill Partners
Oregon
$5K
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$5K
PMFA
229
Plante Moran Financial Advisors
Michigan
$4K
TWA
230
TCI Wealth Advisors
Arizona
$4K +$347 +7 +9%
MAM
231
Meeder Asset Management
Ohio
$3.38K +$3.27K +66 New
RCAG
232
Rehmann Capital Advisory Group
Michigan
$2.41K +$248 +5 +12%
OWA
233
One Wealth Advisors
California
$2K -$892 -18 -30%
IFAM
234
Institutional & Family Asset Management
Colorado
$2K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$2K
QCG
236
Quadrant Capital Group
Ohio
$2K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1.74K
FGAM
238
Financial Gravity Asset Management
Texas
$1K -$44.3K -894 -98%
CAW
239
Cornerstone Advisors (Washington)
Washington
$1K
FANJ
240
Financial Architects (New Jersey)
New Jersey
$1K
SWM
241
SeaCrest Wealth Management
New York
$1K
S
242
SignatureFD
Georgia
$1K
Parallax Volatility Advisers
243
Parallax Volatility Advisers
California
$1K +$793 +16 New
RWP
244
RWA Wealth Partners
Massachusetts
$1K +$892 +18 New
PCM
245
Peregrine Capital Management
Minnesota
-$11M -242,983 Closed
DGHMC
246
Dalton, Greiner, Hartman, Maher & Co
New York
-$9.37M -206,558 Closed
Millennium Management
247
Millennium Management
New York
-$9.07M -200,085 Closed
PC
248
Pier Capital
Connecticut
-$5.96M -131,464 Closed
Adage Capital Partners
249
Adage Capital Partners
Massachusetts
-$4.54M -100,000 Closed
CCI
250
Columbus Circle Investors
-$3.91M -86,139 Closed