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Merit Medical Systems

320 hedge funds and large institutions have $5.21B invested in Merit Medical Systems in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,002% more call options, than puts

Call options by funds: $75.7M | Put options by funds: $1.07M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

27% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 100

16% more capital invested

Capital invested by funds: $4.47B → $5.21B (+$736M)

5% more funds holding

Funds holding: 306320 (+14)

2.35% more ownership

Funds ownership: 101.99%104.33% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
320
Holders Change
+14
Holders Change %
+4.58%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
127
Reduced
100
Closed
31
Calls
$75.7M
Puts
$1.07M
Net Calls
+$74.6M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
276
Eagle Bay Advisors
New York
$20.2K -$7K -89 -27%
DIP
277
DT Investment Partners
Pennsylvania
$16.8K +$15.3K +195 New
LC
278
Lindbrook Capital
California
$16.7K +$1.26K +16 +9%
CA
279
Crewe Advisors
Utah
$16.1K +$11.1K +141 +307%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$15K +$13.8K +175 New
Federated Hermes
281
Federated Hermes
Pennsylvania
$14.8K -$944 -12 -7%
KFI
282
Key Financial Inc
Pennsylvania
$14.8K
S
283
SignatureFD
Georgia
$13.4K
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$12.7K
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$11K +$708 +9 +8%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$10.2K
PMAM
287
Picton Mahoney Asset Management
Ontario, Canada
$10K +$8.89K +113 New
AAP
288
Arax Advisory Partners
Colorado
$8.77K +$8.02K +102 New
Bessemer Group
289
Bessemer Group
New Jersey
$8K
CA
290
Clearstead Advisors
Ohio
$7.91K +$7.24K +92 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$6.45K
EWA
292
EverSource Wealth Advisors
Alabama
$5.97K +$4.48K +57 +438%
LFA
293
LGT Financial Advisors
Texas
$5.67K
UB
294
UMB Bank
Missouri
$5.5K +$3.3K +42 +191%
CIA
295
Cape Investment Advisory
Georgia
$5.07K +$3.46K +44 +293%
LI
296
LRI Investments
Florida
$4.88K +$4.48K +57 New
AF
297
Allworth Financial
California
$4.45K -$315 -4 -7%
CTC
298
Central Trust Company
Missouri
$4.04K
Mitsubishi UFJ Asset Management
299
Mitsubishi UFJ Asset Management
Japan
$3.95K
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$3.7K