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Merit Medical Systems

242 hedge funds and large institutions have $3.07B invested in Merit Medical Systems in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 70

6% more capital invested

Capital invested by funds: $2.89B → $3.07B (+$182M)

1.8% more ownership

Funds ownership: 94.82%96.62% (+1.8%)

8% less funds holding

Funds holding: 262242 (-20)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

Holders
242
Holders Change
-20
Holders Change %
-7.63%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
29
Increased
108
Reduced
70
Closed
46
Calls
$616K
Puts
Net Calls
+$616K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
226
Hexagon Capital Partners
Arkansas
$4K +$4.26K +74 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$3K
GRP
228
Global Retirement Partners
California
$3K +$749 +13 +48%
APA
229
American Portfolios Advisors
New York
$2.83K
PA
230
Parallel Advisors
California
$2K -$5.01K -87 -74%
JWA
231
JFS Wealth Advisors
Pennsylvania
$2K +$518 +9 +43%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.9K +33 New
ACM
233
AUA Capital Management
Pennsylvania
$1K
SC
234
Schubert & Co
Texas
$1K +$346 +6 +38%
AF
235
Allworth Financial
California
$1K +$576 +10 +167%
MCC
236
Money Concepts Capital
Florida
$1K +$979 +17 New
ACM
237
Absolute Capital Management
Pennsylvania
$856 +$864 +15 New
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$390 +$35K +607 +10%
SV
239
Starboard Value
New York
-$31.5M -579,658 Closed
Assenagon Asset Management
240
Assenagon Asset Management
Luxembourg
-$14.3M -264,292 Closed
BC
241
Brookfield Corp
Ontario, Canada
-$7.76M -142,965 Closed
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
-$5.25M -96,727 Closed
Hudson Bay Capital Management
243
Hudson Bay Capital Management
Connecticut
-$5.2M -95,844 Closed
ECM
244
ExodusPoint Capital Management
New York
-$4.82M -88,767 Closed
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
-$2.84M -52,297 Closed
TC
246
TwinBeech Capital
New York
-$2.15M -39,624 Closed
BCM
247
BCK Capital Management
Connecticut
-$1.96M -36,186 Closed
EGM
248
Engineers Gate Manager
New York
-$1.43M -26,345 Closed
Renaissance Technologies
249
Renaissance Technologies
New York
-$1.38M -25,409 Closed
Tudor Investment Corp
250
Tudor Investment Corp
Connecticut
-$1.17M -21,583 Closed

MMSI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2022, worth a combined $3.07B — up 6.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MMSI and 29 opened new positions — a net loss of 17 holders — while 70 trimmed existing stakes and 108 added.

The largest buyer was William Blair Investment Management, adding an estimated $48M. The largest seller was Starboard Value, exiting entirely with an estimated $31.5M sold.

  • 242 institutional investors held Merit Medical Systems (MMSI) as of Q3 2022, down from 262 in Q2 2022.
  • Funds reported $3.07B of Merit Medical Systems stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 29 funds opened new Merit Medical Systems positions in Q3 2022 and 46 closed out, a net change of -17 holders.
  • The largest Merit Medical Systems buyer in Q3 2022 was William Blair Investment Management, an estimated $48M added.
  • The largest Merit Medical Systems seller in Q3 2022 was Starboard Value, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2022.