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Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Numerai
California
$446K +$33.9K +370 +9%
DWM
227
Dakota Wealth Management
Florida
$443K +$123K +1,347 +43%
CA
228
CWC Advisors
Oregon
$437K +$405K +4,423 New
ECM
229
Evergreen Capital Management
Washington
$431K +$36K +393 +10%
NRD
230
Nebula Research & Development
New York
$429K +$397K +4,340 New
HF
231
HRT Financial
New York
$428K +$397K +4,337 New
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$421K -$23.1K -252 -6%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$413K +$22.9K +250 +6%
GWM
234
Gibbs Wealth Management
Georgia
$405K +$56.3K +615 +18%
SOS
235
Silver Oak Securities
Tennessee
$405K +$379K +4,142 New
PAS
236
Park Avenue Securities
New York
$394K +$20.4K +223 +6%
SSA
237
Schonfeld Strategic Advisors
New York
$389K +$360K +3,939 New
RJT
238
Raymond James Trust
Florida
$389K -$3.11K -34 -0.9%
US Bancorp
239
US Bancorp
Minnesota
$383K -$3.29K -36 -0.9%
CAM
240
Cresset Asset Management
Illinois
$376K +$91.9K +1,004 +36%
NC
241
nVerses Capital
Florida
$376K +$91.5K +1,000 +36%
X
242
Xponance
Pennsylvania
$371K +$12.4K +135 +4%
Cerity Partners
243
Cerity Partners
New York
$364K +$337K +3,684 New
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$363K +$18.1K +198 +6%
GCM
245
Graham Capital Management
Connecticut
$362K +$335K +3,665 New
BWP
246
Baldwin Wealth Partners
Massachusetts
$354K +$328K +3,582 New
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
$351K -$380K -4,151 -54%
VPIM
248
Vanguard Personalized Indexing Management
California
$351K +$13K +142 +4%
AA
249
AlphaMark Advisors
Kentucky
$349K +$323K +3,527 New
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$342K +$11.5K +126 +4%

MMSI Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2024, worth a combined $5.89B — up 13% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MMSI positions and 21 closed out — a net gain of 62 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.5M. The largest seller was William Blair Investment Management, cutting an estimated $148M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2024, up from 320 in Q2 2024.
  • Funds reported $5.89B of Merit Medical Systems stock for Q3 2024, up 13% quarter-over-quarter.
  • 83 funds opened new Merit Medical Systems positions in Q3 2024 and 21 closed out, a net change of +62 holders.
  • The largest Merit Medical Systems buyer in Q3 2024 was Fidelity Investments, an estimated $59.5M added.
  • The largest Merit Medical Systems seller in Q3 2024 was William Blair Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.