We are live on ! Find out more
MMSI icon

Merit Medical Systems

252 hedge funds and large institutions have $3.28B invested in Merit Medical Systems in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

34% more capital invested

Capital invested by funds: $2.45B → $3.28B (+$830M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 244252 (+8)

2.6% more ownership

Funds ownership: 95.01%97.61% (+2.6%)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.83M

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
97
Reduced
89
Closed
20
Calls
$2.26M
Puts
$5.83M
Net Calls
-$3.57M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$7K +$345 +6 +6%
IA
227
IFP Advisors
Florida
$6K -$1.26K -22 -18%
APP
228
Avantax Planning Partners
Iowa
$6K +$5.46K +95 New
SF
229
Synovus Financial
Georgia
$6K +$5.97K +104 New
CHP
230
Cable Hill Partners
Oregon
$5K -$862 -15 -15%
TWA
231
TCI Wealth Advisors
Arizona
$5K
CSS
232
Cubist Systematic Strategies
Connecticut
$5K +$4.71K +82 New
SWP
233
Stratos Wealth Partners
Ohio
$5K +$4.83K +84 New
MAM
234
Meeder Asset Management
Ohio
$4K -$172 -3 -5%
PMFA
235
Plante Moran Financial Advisors
Michigan
$4K
VFA
236
Valeo Financial Advisors
Indiana
$4K +$3.85K +67 New
GAM
237
Gemmer Asset Management
California
$3K -$6.43K -112 -67%
OWA
238
One Wealth Advisors
California
$3K
QCG
239
Quadrant Capital Group
Ohio
$3K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$2.09K
IFAM
241
Institutional & Family Asset Management
Colorado
$2K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$2K
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.84K +32 New
WC
244
Whitney & Co
New York
$2K +$2.07K +36 New
RCAG
245
Rehmann Capital Advisory Group
Michigan
$1.41K -$1.38K -24 -51%
FGAM
246
Financial Gravity Asset Management
Texas
$1K -$230 -4 -18%
CAW
247
Cornerstone Advisors (Washington)
Washington
$1K
FANJ
248
Financial Architects (New Jersey)
New Jersey
$1K
SWM
249
SeaCrest Wealth Management
New York
$1K
S
250
SignatureFD
Georgia
$1K

MMSI Hedge Fund Activity: Q3 2018 in Review

252 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2018, worth a combined $3.28B — up 34% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 20 closed out — a net gain of 10 holders — while 97 added to existing stakes and 89 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $69.9M. The largest seller was VOYA Investment Management, cutting an estimated $12.8M.

  • 252 institutional investors held Merit Medical Systems (MMSI) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $3.28B of Merit Medical Systems stock for Q3 2018, up 34% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q3 2018 and 20 closed out, a net change of +10 holders.
  • The largest Merit Medical Systems buyer in Q3 2018 was Point72 Asset Management, an estimated $69.9M added.
  • The largest Merit Medical Systems seller in Q3 2018 was VOYA Investment Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2018.