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Merit Medical Systems

289 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1.31M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $3.84B → $4.47B (+$631M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6% more funds holding

Funds holding: 272289 (+17)

5.46% more ownership

Funds ownership: 96.54%102% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
289
Holders Change
+17
Holders Change %
+6.25%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
108
Reduced
94
Closed
23
Calls
$3.26M
Puts
$1.31M
Net Calls
+$1.94M
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
GAMMA Investing
California
$17.6K +$15.7K +225 New
SPIA
252
Steward Partners Investment Advisory
New York
$16.7K +$11.4K +164 +293%
LC
253
Lindbrook Capital
California
$14.1K -$2.93K -42 -18%
KFI
254
Key Financial Inc
Pennsylvania
$13.1K
S
255
SignatureFD
Georgia
$12.4K +$1.6K +23 +16%
PS
256
Principal Securities
Iowa
$10.5K +$9.63K +138 New
PFBT
257
Parkside Financial Bank & Trust
Missouri
$9.04K -$11.9K -170 -59%
C
258
Covestor
United Kingdom
$9K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$8.89K -$1.4K -20 -15%
BF
260
BOK Financial
Oklahoma
$8.58K +$5.79K +83 +277%
PTC
261
Private Trust Company
Ohio
$8.2K
WTG
262
West Tower Group
Virginia
$6.3K -$82.6K -1,183 -93%
HIM
263
Hillsdale Investment Management
Ontario, Canada
$6.08K
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$5.7K -$2.58K -37 -33%
WTC
265
WhitTier Trust Company
Nevada
$5.39K +$140 +2 +3%
LFA
266
LGT Financial Advisors
Texas
$5.01K
AF
267
Allworth Financial
California
$4.25K -$279 -4 -7%
QT
268
Quantbot Technologies
New York
$4.25K +$3.91K +56 New
CTC
269
Central Trust Company
Missouri
$3.57K
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$3.44K
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$3.27K
GRP
272
Global Retirement Partners
California
$3.12K
IA
273
IFP Advisors
Florida
$3.11K
Bessemer Group
274
Bessemer Group
New Jersey
$3K +$2.79K +40 +4,000%
CTC
275
Cetera Trust Company
Minnesota
$2.89K +$2.65K +38 New