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Merit Medical Systems
MMSI

Overview Fund Activity

271 hedge funds and large institutions have $3.84B invested in Merit Medical Systems in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 100 increasing their positions, 116 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-40
Holders Change %
-12.86%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
100
Reduced
116
Closed
64
Calls
$1.8M
Puts
$179K
Net Calls
+$1.62M
Net Calls Change
+$529K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$269M
2
WHG
Westwood Holdings Group
Texas
$58M
3
GF
Greenhouse Funds
Maryland
$49.7M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$24.4M
5
Millennium Management
Millennium Management
New York
$44.1M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$108M
2
BlackRock
BlackRock
New York
$688M
3
Invesco
Invesco
Georgia
$52M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$28.7M
5
Morgan Stanley
Morgan Stanley
New York
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$3.87K -$6.9K -100 -64%
EWA
252
EverSource Wealth Advisors
Alabama
$3.38K -$2.28K -33 -40%
CTC
253
Central Trust Company
Missouri
$3.24K +$3.24K +47 New
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$3.18K +$3.18K +46 New
KFP
255
KB Financial Partners
New Jersey
$3K – – –
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.97K – – –
VCM
257
Versant Capital Management
Arizona
$2.83K – – –
IA
258
IFP Advisors
Florida
$2.83K – – –
GRP
259
Global Retirement Partners
California
$2.67K -$1K -15 -27%
JWA
260
JFS Wealth Advisors
Pennsylvania
$2.14K -$138 -2 -6%
BF
261
BOK Financial
Oklahoma
$2.06K +$2.06K +30 New
RFG
262
RFP Financial Group
Georgia
$1.86K – – –
CCA
263
Column Capital Advisors
Indiana
$1.38K – – –
VWM
264
Venturi Wealth Management
Texas
$1.17K – – –
SFG
265
Steward Financial Group
Texas
$1K +$1K +26 New
IFAM
266
Institutional & Family Asset Management
Colorado
$897 +$276 +4 +44%
ECM
267
Everence Capital Management
Indiana
$700 – – –
SIC
268
SJS Investment Consulting
Ohio
$622 -$276 -4 -31%
AF
269
Advisornet Financial
Minnesota
$483 -$207 -3 -30%
AWM
270
Abound Wealth Management
Tennessee
$346 – – –
TWP
271
TFO Wealth Partners
Ohio
$84 – – –
FGAM
272
Financial Gravity Asset Management
Texas
$31 -$739 -84 Closed
Adage Capital Partners
273
Adage Capital Partners
Massachusetts
– -$8.36M -100,000 Closed
CM
274
Castleark Management
Illinois
– -$5.97M -71,390 Closed
CSS
275
Cubist Systematic Strategies
Connecticut
– -$5.46M -65,248 Closed
9 10
11
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