Merit Medical Systems
MMSI
238 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
5% more capital invested
Capital invested by funds: $3.25B → $3.42B (+$175M)
3% more funds holding
Funds holding: 232 → 238 (+6)
4% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 83
1.81% less ownership
Funds ownership: 97.39% → 95.57% (-1.8%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
62% less call options, than puts
Call options by funds: $646K | Put options by funds: $1.68M
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$28.6M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$13.8M |
| 3 |
Millennium Management
New York
|
+$12.7M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$12M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.29M |
Top Sellers
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$41.6M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$32.7M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$22.9M |
| 4 |
BlackRock
New York
|
-$20.2M |
| 5 |
SV
Starboard Value
New York
|
-$8.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
251
Jefferies Group
New York
| – | -$312K | -5,214 | Closed |
|
252
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$259K | -4,329 | Closed |
|
|
LIA
253
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$258K | -4,309 | Closed |
|
|
FIM
254
Freedom Investment Management
Hartford,
Connecticut
| – | -$215K | -3,582 | Closed |
|
255
Truist Financial
Charlotte,
North Carolina
| – | -$211K | -3,521 | Closed |
|
|
MDCM
256
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$74K | -1,243 | Closed |
|
|
HI
257
Harbour Investments
Madison,
Wisconsin
| – | -$10K | -172 | Closed |
|
|
FGAM
258
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$3.36K | -56 | Closed |
|
|
GWM
259
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -37 | Closed |
|
|
MWP
260
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$2K | -36 | Closed |
|
|
IAIM
261
International Assets Investment Management
Orlando,
Florida
| – | -$1K | -19 | Closed |
|
MMSI Hedge Fund Activity: Q2 2021 in Review
238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2021, worth a combined $3.42B — up 5.4% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MMSI positions and 23 closed out — a net gain of 7 holders — while 80 added to existing stakes and 83 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $28.6M. The largest seller was Nuance Investments, cutting an estimated $41.6M.
- 238 institutional investors held Merit Medical Systems (MMSI) as of Q2 2021, up from 232 in Q1 2021.
- Funds reported $3.42B of Merit Medical Systems stock for Q2 2021, up 5.4% quarter-over-quarter.
- 30 funds opened new Merit Medical Systems positions in Q2 2021 and 23 closed out, a net change of +7 holders.
- The largest Merit Medical Systems buyer in Q2 2021 was Goldman Sachs, an estimated $28.6M added.
- The largest Merit Medical Systems seller in Q2 2021 was Nuance Investments, an estimated $41.6M sold.
Based on aggregated 13F filings for Q2 2021.