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Merit Medical Systems
MMSI

Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Merit Medical Systems in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-5
Holders Change %
-1.88%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
31
Increased
106
Reduced
91
Closed
29
Calls
$380K
Puts
$922K
Net Calls
-$542K
Net Calls Change
+$2.49M

Top Buyers

1
BlackRock
BlackRock
New York
$493M
2
Vanguard Group
Vanguard Group
Pennsylvania
$343M
3
EAM
Eagle Asset Management
Florida
$38.6M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12.2M
5
Morgan Stanley
Morgan Stanley
New York
$23.6M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$124M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$113M
3
Goldman Sachs
Goldman Sachs
New York
$12.2M
4
SV
Starboard Value
New York
$31.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$16K +$12.9K +235 +420%
EI
227
Ellevest Inc
New York
$13K – – –
QCG
228
Quadrant Capital Group
Ohio
$13K +$386 +7 +3%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$1.81K -33 -17%
BBHC
230
Brown Brothers Harriman & Co
New York
$9K – – –
KFI
231
Key Financial Inc
Pennsylvania
$9K – – –
SPIA
232
Steward Partners Investment Advisory
New York
$8K – – –
HWMA
233
Heritage Wealth Management (Arizona)
Arizona
$7.76K – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$7K -$109 -2 -2%
BTI
235
Blue Trust Inc
Georgia
$7K +$7K +103 New
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$6K – – –
PA
237
Parallel Advisors
California
$6K +$4.72K +92 +368%
EWA
238
EverSource Wealth Advisors
Alabama
$5K +$5K +87 New
DFCM
239
Dark Forest Capital Management
Puerto Rico
$5K +$5K +96 New
TWA
240
TCI Wealth Advisors
Arizona
$4K -$4.21K -79 -51%
HR
241
Howe & Rusling
New York
$4K -$303 -5 -7%
PMFA
242
Plante Moran Financial Advisors
Michigan
$4K – – –
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
VCM
244
Versant Capital Management
Arizona
$3K +$709 +13 +31%
APA
245
American Portfolios Advisors
New York
$2.71K – – –
HF
246
Halpern Financial
Virginia
$2.01K +$2.01K +37 New
FPS
247
Fieldpoint Private Securities
Connecticut
$2K -$2.67K -60 -57%
WT
248
Whittier Trust
California
$2K – – –
BWA
249
BDO Wealth Advisors
Florida
$2K – – –
GRP
250
Global Retirement Partners
California
$1K -$519 -14 -34%
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10
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