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Merit Medical Systems

267 hedge funds and large institutions have $3.43B invested in Merit Medical Systems in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 96

4% more capital invested

Capital invested by funds: $3.29B → $3.43B (+$139M)

0% more funds holding

Funds holding: 266267 (+1)

0.97% less ownership

Funds ownership: 95.56%94.59% (-0.97%)

59% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $5.13M

Holders
267
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
107
Reduced
96
Closed
30
Calls
$2.1M
Puts
$5.13M
Net Calls
-$3.03M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$15K +$6.91K +115 +101%
LC
227
Lindbrook Capital
California
$13K -$24.7K -411 -68%
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$722 -12 -6%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$12K +$6.73K +112 +149%
BBHC
230
Brown Brothers Harriman & Co
New York
$11K
KFI
231
Key Financial Inc
Pennsylvania
$11K +$10.3K +172 New
TWA
232
TCI Wealth Advisors
Arizona
$10K -$3.49K -58 -27%
SPIA
233
Steward Partners Investment Advisory
New York
$10K
HWMA
234
Heritage Wealth Management (Arizona)
Arizona
$10K +$8.6K +143 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$9K -$1.38K -23 -15%
Bessemer Group
236
Bessemer Group
New Jersey
$8K -$3.85K -64 -35%
STCOSD
237
Sageworth Trust Company of South Dakota
South Dakota
$7K -$8.18K -136 -56%
FPS
238
Fieldpoint Private Securities
Connecticut
$7K +$1.8K +30 +40%
AP
239
Atwood & Palmer
Missouri
$6K
TFO
240
Tarbox Family Office
California
$6K
PMFA
241
Plante Moran Financial Advisors
Michigan
$5K
HR
242
Howe & Rusling
New York
$5K +$842 +14 +25%
S
243
SignatureFD
Georgia
$4K -$782 -13 -19%
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.43K +57 New
APA
245
American Portfolios Advisors
New York
$3.33K
GAM
246
Gemmer Asset Management
California
$3K
VCM
247
Versant Capital Management
Arizona
$3K +$1.74K +29 +223%
WT
248
Whittier Trust
California
$3K +$2.46K +41 New
PCA
249
Providence Capital Advisors
North Carolina
$3K +$2.52K +42 New
ACM
250
AUA Capital Management
Pennsylvania
$2K

MMSI Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2022, worth a combined $3.43B — up 4.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MMSI positions and 30 closed out — a net gain of 5 holders — while 107 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $20.4M. The largest seller was Starboard Value, cutting an estimated $26.1M.

  • 267 institutional investors held Merit Medical Systems (MMSI) as of Q1 2022, up from 266 in Q4 2021.
  • Funds reported $3.43B of Merit Medical Systems stock for Q1 2022, up 4.2% quarter-over-quarter.
  • 35 funds opened new Merit Medical Systems positions in Q1 2022 and 30 closed out, a net change of +5 holders.
  • The largest Merit Medical Systems buyer in Q1 2022 was Millennium Management, an estimated $20.4M added.
  • The largest Merit Medical Systems seller in Q1 2022 was Starboard Value, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2022.