MMSI icon

Merit Medical Systems
MMSI

Overview Fund Activity

271 hedge funds and large institutions have $3.84B invested in Merit Medical Systems in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 100 increasing their positions, 116 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-40
Holders Change %
-12.86%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
100
Reduced
116
Closed
64
Calls
$1.8M
Puts
$179K
Net Calls
+$1.62M
Net Calls Change
+$529K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$269M
2
WHG
Westwood Holdings Group
Texas
$58M
3
GF
Greenhouse Funds
Maryland
$49.7M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$24.4M
5
Millennium Management
Millennium Management
New York
$44.1M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$108M
2
BlackRock
BlackRock
New York
$688M
3
Invesco
Invesco
Georgia
$52M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$28.7M
5
Morgan Stanley
Morgan Stanley
New York
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$57K – – –
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$55K +$2.57K +37 +5%
VFA
228
Virtus Fund Advisers
Connecticut
$41.6K – – –
VNA
229
Valley National Advisers
Pennsylvania
$41K – – –
HT
230
Headlands Technologies
Illinois
$40.9K +$40.9K +593 New
Simplex Trading
231
Simplex Trading
Illinois
$32K +$23K +336 +256%
SOW
232
State of Wyoming
Wyoming
$29.3K +$6.35K +92 +28%
CFGS
233
Concourse Financial Group Securities
Alabama
$26.6K -$345 -5 -1%
N
234
Natixis
France
$26.1K -$10.9K -158 -29%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$19.9K +$138 +2 +0.7%
LC
236
Lindbrook Capital
California
$15.7K +$4.42K +64 +39%
GIA
237
GHP Investment Advisors
Colorado
$12.9K – – –
PA
238
Parallel Advisors
California
$12.8K +$7.94K +115 +164%
KFI
239
Key Financial Inc
Pennsylvania
$11.9K – – –
S
240
SignatureFD
Georgia
$9.66K -$19.3K -280 -67%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$9.46K – – –
C
242
Covestor
United Kingdom
$8K -$68 -1 -0.8%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$7.73K -$2.42K -35 -24%
PTC
244
Private Trust Company
Ohio
$7.45K +$4.76K +69 +177%
VF
245
VitalStone Financial
Texas
$7K +$7K +94 New
HCP
246
Hexagon Capital Partners
Arkansas
$5.73K +$1.66K +24 +41%
HIM
247
Hillsdale Investment Management
Ontario, Canada
$5.52K +$2.07K +30 +60%
WTC
248
WhitTier Trust Company
Nevada
$4.76K +$4.76K +69 New
LFA
249
LGT Financial Advisors
Texas
$4.56K +$4.56K +66 New
AF
250
Allworth Financial
California
$4.14K +$276 +4 +7%
8 9
10
11 12