Merit Medical Systems
MMSI
232 hedge funds and large institutions have $3.25B invested in Merit Medical Systems in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 26 closing their positions.
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
25% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $1.47M
5% more capital invested
Capital invested by funds: $3.08B → $3.25B (+$166M)
3% more funds holding
Funds holding: 226 → 232 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.5% less ownership
Funds ownership: 99.89% → 97.39% (-2.5%)
32% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 98
Top Buyers
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$43.5M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$15.3M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$13.1M |
| 4 |
BlackRock
New York
|
+$12.1M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$8.97M |
Top Sellers
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$51.5M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$37.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$24.3M |
| 4 |
SV
Starboard Value
New York
|
-$14.1M |
| 5 |
Goldman Sachs
New York
|
-$13.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
251
FORA Capital
Miami,
Florida
| – | -$103K | -1,852 | Closed |
|
|
ETC
252
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$16K | -290 | Closed |
|
|
ASN
253
Advisory Services Network
Atlanta,
Georgia
| – | -$15K | -277 | Closed |
|
254
Bessemer Group
Woodbridge,
New Jersey
| – | -$13K | -230 | Closed |
|
|
VCG
255
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$12K | -224 | Closed |
|
|
PWPS
256
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$9K | -158 | Closed |
|
257
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -17 | Closed |
|
MMSI Hedge Fund Activity: Q1 2021 in Review
232 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2021, worth a combined $3.25B — up 5.4% from $3.08B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MMSI positions and 26 closed out — a net gain of 8 holders — while 67 added to existing stakes and 98 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $43.5M. The largest seller was Nuance Investments, cutting an estimated $51.5M.
- 232 institutional investors held Merit Medical Systems (MMSI) as of Q1 2021, up from 226 in Q4 2020.
- Funds reported $3.25B of Merit Medical Systems stock for Q1 2021, up 5.4% quarter-over-quarter.
- 34 funds opened new Merit Medical Systems positions in Q1 2021 and 26 closed out, a net change of +8 holders.
- The largest Merit Medical Systems buyer in Q1 2021 was Loomis, Sayles & Company, an estimated $43.5M added.
- The largest Merit Medical Systems seller in Q1 2021 was Nuance Investments, an estimated $51.5M sold.
Based on aggregated 13F filings for Q1 2021.