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Merit Medical Systems
MMSI
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.
New
Increased
Maintained
Reduced
Closed
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
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
67
Reduced
98
Closed
26
Calls
$1.84M
Puts
$1.47M
Net Calls
+$371K
Net Calls Change
+$403K
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 |
|