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Merit Medical Systems
MMSI

Overview Fund Activity

266 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, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
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
95
Closed
30
Calls
$2.1M
Puts
$5.13M
Net Calls
-$3.03M
Net Calls Change
-$4.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$23.4M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$35.5M
3
CCM
3
Channing Capital Management
Illinois
$65.8M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$6.62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$6.6M

Top Sellers

1
SV
1
Starboard Value
New York
$57.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$40.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.96M
4
Invesco
4
Invesco
Georgia
$18.2M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$13K -$27.8K -411 -68%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$792 -12 -6%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$12K +$7.19K +112 +149%
BBHC
229
Brown Brothers Harriman & Co
New York
$11K – – –
KFI
230
Key Financial Inc
Pennsylvania
$11K +$11K +172 New
TWA
231
TCI Wealth Advisors
Arizona
$10K -$3.77K -58 -27%
SPIA
232
Steward Partners Investment Advisory
New York
$10K – – –
HWMA
233
Heritage Wealth Management (Arizona)
Arizona
$10K +$10K +143 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$9K -$1.58K -23 -15%
Bessemer Group
235
Bessemer Group
New Jersey
$8K -$4.3K -64 -35%
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$7K -$9.07K -136 -56%
FPS
237
Fieldpoint Private Securities
Connecticut
$7K +$2K +30 +40%
TFO
238
Tarbox Family Office
California
$6K – – –
AP
239
Atwood & Palmer
Missouri
$6K – – –
PMFA
240
Plante Moran Financial Advisors
Michigan
$5K – – –
HR
241
Howe & Rusling
New York
$5K +$986 +14 +25%
S
242
SignatureFD
Georgia
$4K -$929 -13 -19%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +57 New
APA
244
American Portfolios Advisors
New York
$3.33K – – –
GAM
245
Gemmer Asset Management
California
$3K – – –
VCM
246
Versant Capital Management
Arizona
$3K +$2.07K +29 +223%
WT
247
Whittier Trust
California
$3K +$3K +41 New
PCA
248
Providence Capital Advisors
North Carolina
$3K +$3K +42 New
BWA
249
BDO Wealth Advisors
Florida
$2K – – –
ACM
250
AUA Capital Management
Pennsylvania
$2K – – –
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10
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