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Merit Medical Systems

379 hedge funds and large institutions have $6.67B invested in Merit Medical Systems in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 135 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,311% more call options, than puts

Call options by funds: $92.8M | Put options by funds: $2.1M

13% more capital invested

Capital invested by funds: $5.9B → $6.67B (+$768M)

2.55% more ownership

Funds ownership: 104.73%107.28% (+2.5%)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 135

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

2% less funds holding

Funds holding: 385379 (-6)

Holders
379
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
49
Increased
145
Reduced
135
Closed
49
Calls
$92.8M
Puts
$2.1M
Net Calls
+$90.7M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$416K +$406K +3,939 New
US Bancorp
227
US Bancorp
Minnesota
$416K +$15K +145 +4%
WWM
228
Whalen Wealth Management
Nevada
$412K +$139K +1,344 +53%
USAA
229
United Services Automobile Association
Texas
$408K +$405K +3,922 New
JG
230
Jain Global
New York
$402K +$392K +3,799 New
Lido Advisors
231
Lido Advisors
California
$390K +$7.22K +70 +2%
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$389K
PWG
233
Portside Wealth Group
Utah
$382K +$34.1K +331 +10%
GAA
234
Guardian Asset Advisors
Pennsylvania
$364K -$69.3K -672 -16%
VPIM
235
Vanguard Personalized Indexing Management
California
$361K +$8.77K +85 +3%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$351K -$43.4K -421 -11%
CL
237
Choreo LLC
Illinois
$346K -$4.54K -44 -1%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$325K -$239K -2,317 -43%
MIA
239
MeadowBrook Investment Advisors
Michigan
$324K +$17.5K +170 +6%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$319K -$28.2K -273 -8%
FCM
241
Farallon Capital Management
California
$317K
NAAA
242
New Age Alpha Advisors
New York
$315K -$134K -1,301 -30%
N
243
Numerai
California
$313K -$131K -1,271 -30%
YMRC
244
Yorktown Management & Research Company
Virginia
$312K +$304K +2,950 New
Corient Private Wealth
245
Corient Private Wealth
Florida
$301K -$1.86K -18 -0.6%
EC
246
EntryPoint Capital
New York
$297K -$133K -1,293 -32%
DWM
247
Dakota Wealth Management
Florida
$296K -$46.7K -453 -14%
SG Americas Securities
248
SG Americas Securities
New York
$294K +$287K +2,781 New
Cerity Partners
249
Cerity Partners
New York
$293K +$7.63K +74 +3%
TRCT
250
Tower Research Capital (TRC)
New York
$292K +$110K +1,063 +63%