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Merit Medical Systems

289 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1.31M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $3.84B → $4.47B (+$631M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6% more funds holding

Funds holding: 272289 (+17)

5.46% more ownership

Funds ownership: 96.54%102% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
289
Holders Change
+17
Holders Change %
+6.25%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
108
Reduced
94
Closed
23
Calls
$3.26M
Puts
$1.31M
Net Calls
+$1.94M
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$101K
KI
227
Kapitalo Investimentos
Brazil
$95.9K +$88.1K +1,262 New
GC
228
Globeflex Capital
California
$95.5K
HNB
229
Huntington National Bank
Ohio
$89.7K +$419 +6 +0.5%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$87.3K -$1.05K -15 -1%
TPCW
231
TD Private Client Wealth
New York
$80.6K +$8.24K +118 +13%
FHA
232
First Horizon Advisors
Tennessee
$72.4K +$3.63K +52 +6%
BTI
233
Blue Trust Inc
Georgia
$70K +$3.42K +49 +5%
AIC
234
Archer Investment Corporation
Indiana
$68.4K
TWM
235
Tradition Wealth Management
Minnesota
$63K
Lazard Asset Management
236
Lazard Asset Management
New York
$47K -$73.4K -1,051 -63%
VFA
237
Virtus Fund Advisers
Connecticut
$45.7K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$45K -$14.4K -206 -26%
VNA
239
Valley National Advisers
Pennsylvania
$45K
Simplex Trading
240
Simplex Trading
Illinois
$42K +$6.49K +93 +20%
SOW
241
State of Wyoming
Wyoming
$41.9K +$8.87K +127 +30%
TF
242
Tompkins Financial
New York
$38K +$34.9K +500 New
CFGS
243
Concourse Financial Group Securities
Alabama
$31.1K +$1.75K +25 +6%
PA
244
Parallel Advisors
California
$30.2K +$14.8K +212 +115%
CPG
245
Custom Portfolio Group
Colorado
$28.5K +$26.2K +375 New
VWA
246
Valued Wealth Advisors
Utah
$26.6K +$26.9K +386 New
HCP
247
Hexagon Capital Partners
Arkansas
$22.1K +$14.5K +208 +251%
EBA
248
Eagle Bay Advisors
New York
$21.4K -$129K -1,852 -87%
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$19.3K +$17.7K +254 New
FMTCOCP
250
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K +$16.1K +231 New