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Merit Medical Systems

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62%94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$59.5K +$28.8K +431 +105%
TWM
227
Tradition Wealth Management
Minnesota
$59K
HNB
228
Huntington National Bank
Ohio
$57.8K +$54.6K +818 +81,800%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$47K +$4.81K +72 +12%
Lazard Asset Management
230
Lazard Asset Management
New York
$45K +$43K +644 New
VFA
231
Virtus Fund Advisers
Connecticut
$42.5K +$40.2K +602 New
VNA
232
Valley National Advisers
Pennsylvania
$40K
VCM
233
Versant Capital Management
Arizona
$26.6K +$133 +2 +0.5%
AS
234
Altshuler Shaham
Israel
$26.4K +$25K +374 New
MAM
235
Meeder Asset Management
Ohio
$26.2K -$5.47K -82 -18%
BTI
236
Blue Trust Inc
Georgia
$26K +$19.2K +288 +157%
MWM
237
MinichMacGregor Wealth Management
New York
$25.6K +$24.2K +363 New
BAM
238
Belpointe Asset Management
Nevada
$23K +$21.7K +325 New
HWMA
239
Heritage Wealth Management (Arizona)
Arizona
$20.2K +$9.54K +143 +100%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$19.9K +$9.35K +140 +99%
TRCT
241
Tower Research Capital (TRC)
New York
$18K -$568K -8,511 -97%
S
242
SignatureFD
Georgia
$16.9K -$2.74K -41 -15%
GIA
243
GHP Investment Advisors
Colorado
$14.1K
TWA
244
TCI Wealth Advisors
Arizona
$12.4K +$6.61K +99 +129%
BBHC
245
Brown Brothers Harriman & Co
New York
$11.7K
SPIA
246
Steward Partners Investment Advisory
New York
$11K
IA
247
IFP Advisors
Florida
$11K +$734 +11 New
LC
248
Lindbrook Capital
California
$10.2K -$4.54K -68 -32%
KFI
249
Key Financial Inc
Pennsylvania
$9.72K
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$9.39K -$46.1K -690 -84%

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.