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Merit Medical Systems
MMSI

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84% → 104.73% (+1.9%)

2% more funds holding

Funds holding: 378 → 385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.8M
3
UBS Group
UBS Group
Switzerland
+$38.3M
4
TI
Tidal Investments
Wisconsin
+$33.1M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$74.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$18.3M
4
ECM
ExodusPoint Capital Management
New York
-$18.1M
5
Macquarie Group
Macquarie Group
Australia
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
251
Portside Wealth Group
Utah
$318K +$327K +3,285 New
DWM
252
Dakota Wealth Management
Florida
$315K -$123K -1,233 -27%
LA
253
Lindenwold Advisors
Pennsylvania
$304K +$997 +10 +0.3%
MYIA
254
Mount Yale Investment Advisors
Colorado
$303K +$399 +4 +0.1%
PA
255
Profund Advisors
Maryland
$296K +$4.68K +47 +2%
FCM
256
Farallon Capital Management
California
$290K – – –
FGP
257
Freestone Grove Partners
California
$283K +$292K +2,927 New
ONB
258
Old National Bancorp
Indiana
$282K +$4.58K +46 +2%
MIA
259
MeadowBrook Investment Advisors
Michigan
$280K – – –
Corient Private Wealth
260
Corient Private Wealth
Florida
$277K -$9.57K -96 -3%
Cerity Partners
261
Cerity Partners
New York
$266K -$98.7K -990 -27%
AIM
262
Aigen Investment Management
New York
$264K +$272K +2,732 New
QCG
263
Quadrant Capital Group
Ohio
$249K -$9.97K -100 -4%
WWM
264
Whalen Wealth Management
Nevada
$247K +$255K +2,555 New
SFA
265
Sequoia Financial Advisors
Ohio
$243K +$2.89K +29 +1%
MIM
266
Marco Investment Management
Georgia
$242K – – –
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$240K +$5.58K +56 +2%
CAM
268
Cresset Asset Management
Illinois
$239K -$134K -1,341 -35%
AAS
269
Avantax Advisory Services
Texas
$227K +$10.3K +103 +5%
PS
270
Principal Securities
Iowa
$227K +$51.1K +513 +28%
SA
271
Sanctuary Advisors
Indiana
$225K +$7.38K +74 +4%
WS
272
Wedbush Securities
California
$224K +$230K +2,311 New
SCM
273
Shelton Capital Management
Colorado
$220K -$14.9K -150 -6%
KBC Group
274
KBC Group
Belgium
$219K +$67.7K +679 +43%
SRC
275
Sage Rhino Capital
California
$219K +$2.59K +26 +1%
9 10
11
12 13

MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.