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Merit Medical Systems

279 hedge funds and large institutions have $3.35B invested in Merit Medical Systems in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 103 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

13% more capital invested

Capital invested by funds: $2.97B → $3.35B (+$376M)

1.71% more ownership

Funds ownership: 97.9%99.6% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 103

1% more funds holding

Funds holding: 277279 (+2)

50% less call options, than puts

Call options by funds: $8.46M | Put options by funds: $16.8M

Holders
279
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
6.04%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
33
Increased
110
Reduced
103
Closed
29
Calls
$8.46M
Puts
$16.8M
Net Calls
-$8.37M
Net Calls Change
-$7.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
251
Central Trust Company
Missouri
$10K +$1.3K +23 +18%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$9.52K +$6.81K +120 +353%
FHA
253
First Horizon Advisors
Tennessee
$9K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$8K
WAM
255
Wealthspire Advisors (Maryland)
Maryland
$7K +$170 +3 +3%
SF
256
Synovus Financial
Georgia
$6K
SCM
257
Shelton Capital Management
Colorado
$5.44K -$289K -5,103 -94%
CHP
258
Cable Hill Partners
Oregon
$5K
TWA
259
TCI Wealth Advisors
Arizona
$5K
PFBT
260
Parkside Financial Bank & Trust
Missouri
$5K +$2.1K +37 +82%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.25K +75 New
CFGS
262
Concourse Financial Group Securities
Alabama
$4K -$3.4K -60 -45%
PMFA
263
Plante Moran Financial Advisors
Michigan
$4K
RCAG
264
Rehmann Capital Advisory Group
Michigan
$3.03K +$170 +3 +7%
HMS
265
Hanseatic Management Services
New Mexico
$3K -$172K -3,027 -99%
GAM
266
Gemmer Asset Management
California
$3K
QCG
267
Quadrant Capital Group
Ohio
$3K
OWA
268
One Wealth Advisors
California
$3K +$2.67K +47 New
CAM
269
Cresset Asset Management
Illinois
$2K -$454 -8 -20%
IFAM
270
Institutional & Family Asset Management
Colorado
$2K
CAW
271
Cornerstone Advisors (Washington)
Washington
$2K +$964 +17 +131%
WCM
272
Whitener Capital Management
North Carolina
$2K +$2.16K +38 New
FANJ
273
Financial Architects (New Jersey)
New Jersey
$1K
SWM
274
SeaCrest Wealth Management
New York
$1K
S
275
SignatureFD
Georgia
$1K