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Merit Medical Systems
MMSI

252 hedge funds and large institutions have $3.28B invested in Merit Medical Systems in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

34% more capital invested

Capital invested by funds: $2.45B → $3.28B (+$830M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3% more funds holding

Funds holding: 244 → 252 (+8)

2.6% more ownership

Funds ownership: 95.01% → 97.61% (+2.6%)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.83M

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
97
Reduced
89
Closed
20
Calls
$2.26M
Puts
$5.83M
Net Calls
-$3.57M
Net Calls Change
-$1.46M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$69.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$62M
3
BlackRock
BlackRock
New York
+$54M
4
WRF
Waddell & Reed Financial
Kansas
+$45.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$30M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$12.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.49M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.46M
4
RA
Royce & Associates
New York
-$7.29M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
251
Wilbanks Smith & Thomas Asset Management
Virginia
$1K +$977 +17 New
HW
252
Hancock Whitney
Mississippi
– -$1.53M -29,859 Closed
OTPPB
253
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.25M -24,516 Closed
ARTA
254
A.R.T. Advisors
New York
– -$988K -19,301 Closed
OAM
255
Oxford Asset Management
United Kingdom
– -$793K -15,093 Closed
GCP
256
GSA Capital Partners
United Kingdom
– -$660K -12,892 Closed
MSL
257
Mackay Shields LLC
New York
– -$537K -10,500 Closed
HSBC Holdings
258
HSBC Holdings
United Kingdom
– -$531K -10,387 Closed
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
– -$594K -10,332 Closed
MWNA
260
Marshall Wace North America
New York
– -$435K -8,500 Closed
Two Sigma Advisers
261
Two Sigma Advisers
New York
– -$376K -7,337 Closed
JG
262
Jefferies Group
New York
– -$313K -6,117 Closed
SCC
263
Spring Creek Capital
Kansas
– -$285K -5,572 Closed
VHAM
264
Van Hulzen Asset Management
California
– -$264K -5,152 Closed
Envestnet Asset Management
265
Envestnet Asset Management
Illinois
– -$229K -4,471 Closed
MA
266
Mutual Advisors
Nebraska
– -$208K -4,071 Closed
Simplex Trading
267
Simplex Trading
Illinois
– -$90.8K -1,581 Closed
PHK
268
Point72 Hong Kong
Hong Kong
– -$45K -881 Closed
LF
269
Lee Financial
Texas
– -$15K -300 Closed
CMBA
270
C.M. Bidwell & Associates
Hawaii
– -$14K -265 Closed
RWP
271
RWA Wealth Partners
Massachusetts
– -$1K -18 Closed
CAG
272
Csenge Advisory Group
Florida
– +$977 +17 New
7 8 9 10
11

MMSI Hedge Fund Activity: Q3 2018 in Review

252 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2018, worth a combined $3.28B — up 34% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 20 closed out — a net gain of 10 holders — while 97 added to existing stakes and 89 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $69.9M. The largest seller was VOYA Investment Management, cutting an estimated $12.8M.

  • 252 institutional investors held Merit Medical Systems (MMSI) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $3.28B of Merit Medical Systems stock for Q3 2018, up 34% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q3 2018 and 20 closed out, a net change of +10 holders.
  • The largest Merit Medical Systems buyer in Q3 2018 was Point72 Asset Management, an estimated $69.9M added.
  • The largest Merit Medical Systems seller in Q3 2018 was VOYA Investment Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2018.