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Merit Medical Systems
MMSI

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242 → 279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62% → 94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$609K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$33.9M
2
Morgan Stanley
Morgan Stanley
New York
+$30.4M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.26M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$23.2M
4
CCM
Channing Capital Management
Illinois
-$14.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
276
Disciplined Investments
Oklahoma
$636 +$200 +3 +50%
IFAM
277
Institutional & Family Asset Management
Colorado
$353 – – –
ASN
278
Advisory Services Network
Georgia
$212 +$200 +3 New
GTCM
279
Gyon Technologies Capital Management
New Jersey
$141 +$133 +2 New
UBS AM
280
UBS AM
Illinois
– -$3.35M -59,196 Closed
ECM
281
Endurant Capital Management
California
– -$2.89M -51,218 Closed
JAM
282
Jupiter Asset Management
United Kingdom
– -$2M -35,358 Closed
AWM
283
AE Wealth Management
Kansas
– -$800K -14,152 Closed
ACM
284
AlphaCrest Capital Management
New York
– -$576K -10,199 Closed
Verition Fund Management
285
Verition Fund Management
Connecticut
– -$565K -10,000 Closed
Marshall Wace
286
Marshall Wace
United Kingdom
– -$564K -9,969 Closed
QOP
287
Quinn Opportunity Partners
Virginia
– -$331K -5,862 Closed
DFCM
288
Dark Forest Capital Management
Puerto Rico
– -$266K -4,712 Closed
SKK
289
Shepherd Kaplan Krochuk
Massachusetts
– -$226K -4,000 Closed
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
– -$222K -3,928 Closed
DA
291
Duality Advisers
Florida
– -$216K -3,824 Closed
HR
292
Howe & Rusling
New York
– -$4K -66 Closed
MCC
293
Money Concepts Capital
Florida
– -$1K -17 Closed
ACM
294
Absolute Capital Management
Pennsylvania
– -$856 -15 Closed
8 9 10 11
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MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.