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Merit Medical Systems
MMSI

Overview Fund Activity

278 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

Holders
278
Holders Change
+37
Holders Change %
+15.35%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$609K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$88.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.8M
3
Millennium Management
3
Millennium Management
New York
$32.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.5M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$3.23M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$263M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M
4
CCM
4
Channing Capital Management
Illinois
$58.6M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
251
Hexagon Capital Partners
Arkansas
$6.78K 96 +22 +30%
EWA
252
EverSource Wealth Advisors
Alabama
$5.3K 75 -12 -14%
C
253
Covestor
United Kingdom
$5K 77 -689 -90%
PMFA
254
Plante Moran Financial Advisors
Michigan
$4.87K 69 – –
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$4K 57 – –
STCOSD
256
Sageworth Trust Company of South Dakota
South Dakota
$4K 63 – –
SWM
257
Spire Wealth Management
Virginia
$4K 55 +55 New
AF
258
Allworth Financial
California
$3.96K 56 +40 +250%
ACM
259
AUA Capital Management
Pennsylvania
$3.81K 54 +28 +108%
CS
260
Comerica Securities
Michigan
$3.6K 51 +51 New
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$3.04K 43 +10 +30%
KFP
262
KB Financial Partners
New Jersey
$3K 46 +46 New
GRP
263
Global Retirement Partners
California
$2.83K 40 – –
JWA
264
JFS Wealth Advisors
Pennsylvania
$2.26K 32 +2 +7%
PA
265
Parallel Advisors
California
$2.12K 30 – –
RFG
266
RFP Financial Group
Georgia
$1.91K 27 +27 New
SC
267
Schubert & Co
Texas
$1.7K 24 +2 +9%
BAAM
268
Baker Avenue Asset Management
California
$1.41K 20 +20 New
HS
269
Horan Securities
United States
$1.41K 20 +20 New
FGAM
270
Financial Gravity Asset Management
Texas
$928 71 +71 New
SIC
271
SJS Investment Consulting
Ohio
$847 12 +7 +140%
ECM
272
Everence Capital Management
Indiana
$716 10,140 – –
AF
273
Advisornet Financial
Minnesota
$706 10 +10 New
TWP
274
TFO Wealth Partners
Ohio
$691 7 +7 New
DI
275
Disciplined Investments
Oklahoma
$636 9 +3 +50%
8 9 10
11
12