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Merit Medical Systems

262 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

16% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 91

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0.23% more ownership

Funds ownership: 94.59%94.82% (+0.23%)

2% less funds holding

Funds holding: 267262 (-5)

16% less capital invested

Capital invested by funds: $3.43B → $2.89B (-$547M)

59% less call options, than puts

Call options by funds: $380K | Put options by funds: $922K

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
262
Holders Change
-5
Holders Change %
-1.87%
% 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
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$19K +$2.26K +37 +12%
S
227
SignatureFD
Georgia
$16K +$14.3K +235 +420%
EI
228
Ellevest Inc
New York
$13K
QCG
229
Quadrant Capital Group
Ohio
$13K +$427 +7 +3%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$2.01K -33 -17%
BBHC
231
Brown Brothers Harriman & Co
New York
$9K
KFI
232
Key Financial Inc
Pennsylvania
$9K
SPIA
233
Steward Partners Investment Advisory
New York
$8K
HWMA
234
Heritage Wealth Management (Arizona)
Arizona
$7.76K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$7K -$122 -2 -2%
BTI
236
Blue Trust Inc
Georgia
$7K +$6.28K +103 New
STCOSD
237
Sageworth Trust Company of South Dakota
South Dakota
$6K
PA
238
Parallel Advisors
California
$6K +$5.61K +92 +368%
EWA
239
EverSource Wealth Advisors
Alabama
$5K +$5.31K +87 New
DFCM
240
Dark Forest Capital Management
Puerto Rico
$5K +$5.86K +96 New
TWA
241
TCI Wealth Advisors
Arizona
$4K -$4.82K -79 -51%
HR
242
Howe & Rusling
New York
$4K -$305 -5 -7%
PMFA
243
Plante Moran Financial Advisors
Michigan
$4K
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$3K
VCM
245
Versant Capital Management
Arizona
$3K +$793 +13 +31%
APA
246
American Portfolios Advisors
New York
$2.71K
HF
247
Halpern Financial
Virginia
$2.01K +$2.26K +37 New
FPS
248
Fieldpoint Private Securities
Connecticut
$2K -$3.66K -60 -57%
BWA
249
BDO Wealth Advisors
Florida
$2K
WT
250
Whittier Trust
California
$2K

MMSI Hedge Fund Activity: Q2 2022 in Review

262 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2022, worth a combined $2.89B — down 16% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MMSI positions and 29 closed out — a net gain of 2 holders — while 106 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $42.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $40.8M.

  • 262 institutional investors held Merit Medical Systems (MMSI) as of Q2 2022, down from 267 in Q1 2022.
  • Funds reported $2.89B of Merit Medical Systems stock for Q2 2022, down 16% quarter-over-quarter.
  • 31 funds opened new Merit Medical Systems positions in Q2 2022 and 29 closed out, a net change of +2 holders.
  • The largest Merit Medical Systems buyer in Q2 2022 was BlackRock, an estimated $42.1M added.
  • The largest Merit Medical Systems seller in Q2 2022 was ArrowMark Colorado Holdings, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2022.