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Merit Medical Systems

238 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.25B → $3.42B (+$175M)

3% more funds holding

Funds holding: 232238 (+6)

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

1.81% less ownership

Funds ownership: 97.39%95.57% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

62% less call options, than puts

Call options by funds: $646K | Put options by funds: $1.68M

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
80
Reduced
83
Closed
23
Calls
$646K
Puts
$1.68M
Net Calls
-$1.03M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
226
American International Group
New York
$2.14K -$154K -2,498 -7%
BWA
227
BDO Wealth Advisors
Florida
$2K
CFA
228
Carroll Financial Associates
North Carolina
$2K
ASN
229
Advisory Services Network
Georgia
$2K +$2.35K +38 New
VCM
230
Versant Capital Management
Arizona
$1K -$60.4K -977 -99%
NFG
231
Next Financial Group
Texas
$1K -$6.18K -100 -88%
BCA
232
Berman Capital Advisors
Georgia
$1K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1K
PA
234
Parallel Advisors
California
$1K +$990 +16 New
PMAS
235
PNC Managed Account Solutions
Texas
$1K +$1.11K +18 New
ED
236
Exane Derivatives
France
$376
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$181 -$147K -2,370 -46%
BBHC
238
Brown Brothers Harriman & Co
New York
$11
MSL
239
Mackay Shields LLC
New York
-$2.22M -37,100 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
-$877K -14,637 Closed
Mariner
241
Mariner
Kansas
-$634K -10,582 Closed
SGI
242
Summit Global Investments
Utah
-$596K -9,947 Closed
GC
243
Globeflex Capital
California
-$460K -7,676 Closed
PI
244
PEAK6 Investments
Illinois
-$435K -7,262 Closed
Holocene Advisors
245
Holocene Advisors
New York
-$424K -7,086 Closed
XT
246
XTX Topco
Cayman Islands
-$397K -6,634 Closed
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
-$380K -6,145 Closed
OC
248
Oppenheimer & Co
New York
-$359K -6,000 Closed
CWA
249
Canvas Wealth Advisors
Kansas
-$347K -5,713 Closed
SIA
250
Soltis Investment Advisors
Utah
-$329K -5,501 Closed

MMSI Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2021, worth a combined $3.42B — up 5.4% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 23 closed out — a net gain of 7 holders — while 80 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $28.6M. The largest seller was Nuance Investments, cutting an estimated $41.6M.

  • 238 institutional investors held Merit Medical Systems (MMSI) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.42B of Merit Medical Systems stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q2 2021 and 23 closed out, a net change of +7 holders.
  • The largest Merit Medical Systems buyer in Q2 2021 was Goldman Sachs, an estimated $28.6M added.
  • The largest Merit Medical Systems seller in Q2 2021 was Nuance Investments, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2021.