We are live on ! Find out more
MMSI icon

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
FFA
276
Farther Finance Advisors
California
$2.73K +$2.51K +36 New
EC
277
EntryPoint Capital
New York
$2.51K +$2.3K +33 New
JWA
278
JFS Wealth Advisors
Pennsylvania
$2.43K +$70 +1 +3%
VCM
279
Versant Capital Management
Arizona
$2.05K -$977 -14 -34%
EWA
280
EverSource Wealth Advisors
Alabama
$987 -$2.51K -36 -73%
IFAM
281
Institutional & Family Asset Management
Colorado
$987
AF
282
Advisornet Financial
Minnesota
$836 +$279 +4 +57%
SIC
283
SJS Investment Consulting
Ohio
$760 +$70 +1 +11%
ASN
284
Advisory Services Network
Georgia
$456 +$419 +6 New
DPW
285
DiNuzzo Private Wealth
Pennsylvania
$456 +$419 +6 New
AWM
286
Abound Wealth Management
Tennessee
$380
AssetMark Inc
287
AssetMark Inc
California
$228 +$209 +3 New
N
288
Natixis
France
$76 -$26.3K -377 -100%
TWP
289
TFO Wealth Partners
Ohio
$76
FGAM
290
Financial Gravity Asset Management
Texas
$31
Marshall Wace
291
Marshall Wace
United Kingdom
-$9.39M -136,011 Closed
SAM
292
Sectoral Asset Management
Quebec, Canada
-$5.45M -79,000 Closed
Squarepoint
293
Squarepoint
New York
-$4.75M -68,878 Closed
Cerity Partners
294
Cerity Partners
New York
-$4.55M -65,880 Closed
Renaissance Technologies
295
Renaissance Technologies
New York
-$2.13M -30,912 Closed
WCA
296
Westover Capital Advisors
Delaware
-$1.14M -16,445 Closed
Aviva
297
Aviva
United Kingdom
-$421K -6,094 Closed
Walleye Trading
298
Walleye Trading
New York
-$407K -5,893 Closed
Arrowstreet Capital
299
Arrowstreet Capital
Massachusetts
-$377K -5,467 Closed
AIM
300
Aigen Investment Management
New York
-$353K -5,114 Closed