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Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
251
Raymond James Financial Services Advisors
Florida
$334K +$6.13K +67 +2%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$327K
Wealth Enhancement Advisory Services
253
Wealth Enhancement Advisory Services
Minnesota
$325K +$301K +3,292 New
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$318K +$1.83K +20 +0.6%
LA
255
Lindenwold Advisors
Pennsylvania
$310K +$915 +10 +0.3%
MYIA
256
Mount Yale Investment Advisors
Colorado
$309K +$286K +3,130 New
FTDI
257
First Trust Direct Indexing
Massachusetts
$299K -$2.56K -28 -0.9%
PA
258
Profund Advisors
Maryland
$298K +$6.41K +70 +2%
FCM
259
Farallon Capital Management
California
$296K
Corient Private Wealth
260
Corient Private Wealth
Florida
$292K +$4.39K +48 +2%
MIA
261
MeadowBrook Investment Advisors
Michigan
$286K -$58.1K -635 -18%
ONB
262
Old National Bancorp
Indiana
$284K +$1.56K +17 +0.6%
KCM
263
Kennedy Capital Management
Missouri
$279K +$258K +2,820 New
Lido Advisors
264
Lido Advisors
California
$268K -$23.1K -252 -9%
DM
265
Deerfield Management
New York
$267K +$247K +2,697 New
QCG
266
Quadrant Capital Group
Ohio
$264K +$12.1K +132 +5%
Acadian Asset Management
267
Acadian Asset Management
Massachusetts
$251K +$233K +2,544 New
Axa
268
Axa
France
$247K -$4.92M -53,725 -96%
MIM
269
Marco Investment Management
Georgia
$247K +$229K +2,500 New
SFA
270
Sequoia Financial Advisors
Ohio
$246K -$5.86K -64 -3%
DFCM
271
Dark Forest Capital Management
Puerto Rico
$245K +$227K +2,482 New
PMA
272
Prudent Man Advisors
Illinois
$244K -$6.31K -69 -3%
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$240K +$222K +2,426 New
SCM
274
Shelton Capital Management
Colorado
$239K
OAC
275
OMERS Administration Corp
Ontario, Canada
$237K +$220K +2,400 New

MMSI Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2024, worth a combined $5.89B — up 13% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MMSI positions and 21 closed out — a net gain of 62 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.5M. The largest seller was William Blair Investment Management, cutting an estimated $148M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2024, up from 320 in Q2 2024.
  • Funds reported $5.89B of Merit Medical Systems stock for Q3 2024, up 13% quarter-over-quarter.
  • 83 funds opened new Merit Medical Systems positions in Q3 2024 and 21 closed out, a net change of +62 holders.
  • The largest Merit Medical Systems buyer in Q3 2024 was Fidelity Investments, an estimated $59.5M added.
  • The largest Merit Medical Systems seller in Q3 2024 was William Blair Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.