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Merit Medical Systems

258 hedge funds and large institutions have $3.27B invested in Merit Medical Systems in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

1.13% more ownership

Funds ownership: 99.6%100.73% (+1.1%)

2% less capital invested

Capital invested by funds: $3.35B → $3.27B (-$72.2M)

8% less funds holding

Funds holding: 279258 (-21)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

39% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 44

75% less call options, than puts

Call options by funds: $4.25M | Put options by funds: $17.3M

Holders
258
Holders Change
-21
Holders Change %
-7.53%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
27
Increased
99
Reduced
87
Closed
44
Calls
$4.25M
Puts
$17.3M
Net Calls
-$13.1M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
251
Institutional & Family Asset Management
Colorado
$2K
PHK
252
Point72 Hong Kong
Hong Kong
$2K +$1.83K +32 New
CFA
253
Carroll Financial Associates
North Carolina
$2K +$2.12K +37 New
CAW
254
Cornerstone Advisors (Washington)
Washington
$1K -$745 -13 -43%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$1K
HGWM
256
Harvest Group Wealth Management
Massachusetts
$1K
S
257
SignatureFD
Georgia
$1K
CM
258
Castleark Management
Illinois
-$11.5M -186,443 Closed
Neuberger Berman Group
259
Neuberger Berman Group
New York
-$9.24M -149,500 Closed
LCG
260
Lisanti Capital Growth
New York
-$5.53M -89,485 Closed
RC
261
Roubaix Capital
Colorado
-$4.35M -70,388 Closed
SAM
262
Sawgrass Asset Management
Florida
-$1.82M -29,510 Closed
MAG
263
Millrace Asset Group
Pennsylvania
-$1.57M -25,449 Closed
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
-$1.5M -24,255 Closed
HSBC Holdings
265
HSBC Holdings
United Kingdom
-$925K -14,952 Closed
Capital Fund Management (CFM)
266
Capital Fund Management (CFM)
France
-$847K -13,700 Closed
PIA
267
Piedmont Investment Advisors
North Carolina
-$845K -13,674 Closed
Brown Advisory
268
Brown Advisory
Maryland
-$790K -12,778 Closed
CIC
269
Chase Investment Counsel
Virginia
-$753K -12,180 Closed
MSL
270
Mackay Shields LLC
New York
-$736K -11,900 Closed
HIM
271
Hillsdale Investment Management
Ontario, Canada
-$680K -11,000 Closed
Axa
272
Axa
France
-$631K -10,200 Closed
Renaissance Technologies
273
Renaissance Technologies
New York
-$570K -9,212 Closed
KWM
274
Kingsview Wealth Management
Oregon
-$530K -8,577 Closed
Voloridge Investment Management
275
Voloridge Investment Management
Florida
-$506K -8,180 Closed