We are live on ! Find out more
MMSI icon

Merit Medical Systems
MMSI

253 hedge funds and large institutions have $3.85B invested in Merit Medical Systems in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,898% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $1.48M

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more capital invested

Capital invested by funds: $3.42B → $3.85B (+$430M)

6% more funds holding

Funds holding: 238 → 253 (+15)

0.94% more ownership

Funds ownership: 95.57% → 96.52% (+0.94%)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

Holders
253
Holders Change
+15
Holders Change %
+6.3%
% of All Funds
4.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
79
Reduced
86
Closed
20
Calls
$44.3M
Puts
$1.48M
Net Calls
+$42.8M
Net Calls Change
+$43.8M

Top Buyers

1
CCM
Channing Capital Management
Illinois
+$39M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$22.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.9M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$10.9M
5
ZCM
Ziegler Capital Management
Illinois
+$8.83M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$18.5M
2
NI
Nuance Investments
Missouri
-$16.7M
3
WHG
Westwood Holdings Group
Texas
-$14.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$14.1M
5
Millennium Management
Millennium Management
New York
-$8.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$12K – – –
SPIA
227
Steward Partners Investment Advisory
New York
$11K – – –
PFBT
228
Parkside Financial Bank & Trust
Missouri
$11K +$68 +1 +0.6%
HWMA
229
Heritage Wealth Management (Arizona)
Arizona
$10K – – –
HI
230
Harbour Investments
Wisconsin
$10K +$9.84K +145 New
QCG
231
Quadrant Capital Group
Ohio
$9K +$746 +11 +9%
Bessemer Group
232
Bessemer Group
New Jersey
$9K +$8.07K +119 New
TFO
233
Tarbox Family Office
California
$7K – – –
AP
234
Atwood & Palmer
Missouri
$6K – – –
FPS
235
Fieldpoint Private Securities
Connecticut
$5K – – –
PMFA
236
Plante Moran Financial Advisors
Michigan
$5K – – –
HR
237
Howe & Rusling
New York
$4K -$1.22K -18 -24%
GAM
238
Gemmer Asset Management
California
$4K – – –
S
239
SignatureFD
Georgia
$4K – – –
APA
240
American Portfolios Advisors
New York
$3.59K – – –
EW
241
Evoke Wealth
California
$3K – – –
MAM
242
Meeder Asset Management
Ohio
$2K -$268K -3,944 -99%
BWA
243
BDO Wealth Advisors
Florida
$2K – – –
CFA
244
Carroll Financial Associates
North Carolina
$2K – – –
PA
245
Parallel Advisors
California
$2K +$611 +9 +56%
BCA
246
Berman Capital Advisors
Georgia
$1K – – –
NFG
247
Next Financial Group
Texas
$1K – – –
VCM
248
Versant Capital Management
Arizona
$1K – – –
ACM
249
AUA Capital Management
Pennsylvania
$1K +$1.22K +18 New
ED
250
Exane Derivatives
France
$431 – – –
7 8 9
10
11

MMSI Hedge Fund Activity: Q3 2021 in Review

253 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2021, worth a combined $3.85B — up 13% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MMSI positions and 20 closed out — a net gain of 18 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was Channing Capital Management, adding an estimated $39M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $18.5M.

  • 253 institutional investors held Merit Medical Systems (MMSI) as of Q3 2021, up from 238 in Q2 2021.
  • Funds reported $3.85B of Merit Medical Systems stock for Q3 2021, up 13% quarter-over-quarter.
  • 38 funds opened new Merit Medical Systems positions in Q3 2021 and 20 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q3 2021 was Channing Capital Management, an estimated $39M added.
  • The largest Merit Medical Systems seller in Q3 2021 was ArrowMark Colorado Holdings, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.