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Merit Medical Systems
MMSI

279 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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242 → 279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62% → 94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
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
Fuller & Thaler Asset Management
California
+$33.9M
2
Morgan Stanley
Morgan Stanley
New York
+$30.4M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.26M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$23.2M
4
CCM
Channing Capital Management
Illinois
-$14.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$8K +$7.41K +111 New
HCP
252
Hexagon Capital Partners
Arkansas
$6.78K +$1.47K +22 +30%
EWA
253
EverSource Wealth Advisors
Alabama
$5.3K -$801 -12 -14%
C
254
Covestor
United Kingdom
$5K -$46K -689 -90%
PMFA
255
Plante Moran Financial Advisors
Michigan
$4.87K – – –
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
STCOSD
257
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
SWM
258
Spire Wealth Management
Virginia
$4K +$3.67K +55 New
AF
259
Allworth Financial
California
$3.96K +$2.67K +40 +250%
ACM
260
AUA Capital Management
Pennsylvania
$3.81K +$1.87K +28 +108%
CS
261
Comerica Securities
Michigan
$3.6K +$3.4K +51 New
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$3.04K +$667 +10 +30%
KFP
263
KB Financial Partners
New Jersey
$3K +$3.07K +46 New
GRP
264
Global Retirement Partners
California
$2.83K – – –
JWA
265
JFS Wealth Advisors
Pennsylvania
$2.26K +$133 +2 +7%
PA
266
Parallel Advisors
California
$2.12K – – –
RFG
267
RFP Financial Group
Georgia
$1.91K +$1.8K +27 New
SC
268
Schubert & Co
Texas
$1.7K +$133 +2 +9%
BAAM
269
Baker Avenue Asset Management
California
$1.41K +$1.33K +20 New
HS
270
Horan Securities
United States
$1.41K +$1.33K +20 New
FGAM
271
Financial Gravity Asset Management
Texas
$928 +$4.74K +71 New
SIC
272
SJS Investment Consulting
Ohio
$847 +$467 +7 +140%
ECM
273
Everence Capital Management
Indiana
$716 – – –
AF
274
Advisornet Financial
Minnesota
$706 +$667 +10 New
TWP
275
TFO Wealth Partners
Ohio
$691 +$467 +7 New
8 9 10
11
12

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.