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Merit Medical Systems
MMSI

Overview Fund Activity

286 hedge funds and large institutions have $4.03B invested in Merit Medical Systems in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+8
Holders Change %
+2.88%
% of All Funds
4.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
112
Reduced
103
Closed
28
Calls
$21K
Puts
$296K
Net Calls
-$275K
Net Calls Change
-$282K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$42.3M
2
BlackRock
2
BlackRock
New York
$747M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$217M
4
GF
4
Greenhouse Funds
Maryland
$14.9M
5
NI
5
Nuance Investments
Missouri
$14.7M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$30.4M
2
Millennium Management
2
Millennium Management
New York
$3.27M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$251M
4
GT
4
Glenmede Trust
Pennsylvania
$1.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$25.9K +$25.9K +350 New
S
252
SignatureFD
Georgia
$25.7K +$7.91K +107 +45%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$21.2K +$370 +5 +2%
GIA
254
GHP Investment Advisors
Colorado
$14.8K – – –
TWA
255
TCI Wealth Advisors
Arizona
$12.9K -$74 -1 -0.6%
KFI
256
Key Financial Inc
Pennsylvania
$12.7K – – –
PA
257
Parallel Advisors
California
$11.8K +$9.54K +129 +430%
SPIA
258
Steward Partners Investment Advisory
New York
$11.5K – – –
CFB
259
Cullen/Frost Bankers
Texas
$10.5K +$10.5K +142 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$5.92K +80 +140%
LC
261
Lindbrook Capital
California
$8.36K -$2.37K -32 -22%
HCP
262
Hexagon Capital Partners
Arkansas
$6.8K -$296 -4 -4%
EWA
263
EverSource Wealth Advisors
Alabama
$6.06K +$518 +7 +9%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$5.55K -$4.29K -58 -44%
PMFA
265
Plante Moran Financial Advisors
Michigan
$5.1K – – –
STCOSD
266
Sageworth Trust Company of South Dakota
South Dakota
$4.66K – – –
GRP
267
Global Retirement Partners
California
$4.59K +$1.25K +15 +38%
AF
268
Allworth Financial
California
$4.14K – – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$3.18K – – –
KFP
270
KB Financial Partners
New Jersey
$3K – – –
VCM
271
Versant Capital Management
Arizona
$2.99K -$24.4K -335 -89%
JWA
272
JFS Wealth Advisors
Pennsylvania
$2.44K +$74 +1 +3%
FGAM
273
Financial Gravity Asset Management
Texas
$2.3K +$93 +3 +4%
RFG
274
RFP Financial Group
Georgia
$2K – – –
SWM
275
Spire Wealth Management
Virginia
$1.7K -$2.37K -32 -58%
9 10
11
12 13