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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
DTL
276
Dynamic Technology Lab
Singapore
$228K +$211K +2,311 New
ZIC
277
ZWJ Investment Counsel
Georgia
$227K +$210K +2,295 New
TW
278
Trajan Wealth
Arizona
$225K -$7.69K -84 -4%
AAS
279
Avantax Advisory Services
Texas
$222K +$205K +2,244 New
SRC
280
Sage Rhino Capital
California
$221K +$204K +2,234 New
SPA
281
Sherbrooke Park Advisers
New York
$220K +$204K +2,230 New
SA
282
Sanctuary Advisors
Indiana
$207K +$180K +1,964 New
DS
283
DRW Securities
Illinois
$203K +$188K +2,059 New
CIP
284
Cornerstone Investment Partners
Georgia
$203K +$188K +2,051 New
FTWA
285
Fifth Third Wealth Advisors
Ohio
$200K +$185K +2,027 New
PS
286
Principal Securities
Iowa
$181K +$22.7K +248 +16%
TPCW
287
TD Private Client Wealth
New York
$171K +$19.3K +211 +14%
HT
288
Headlands Technologies
Illinois
$169K +$156K +1,708 New
CPBTD
289
Central Pacific Bank - Trust Division
Hawaii
$166K -$52.2K -570 -25%
TRCT
290
Tower Research Capital (TRC)
New York
$163K -$707K -7,731 -82%
HNB
291
Hilltop National Bank
Wyoming
$157K -$5.95K -65 -4%
KBC Group
292
KBC Group
Belgium
$157K
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$146K +$18.4K +201 +16%
GI
294
GAMMA Investing
California
$129K +$43.2K +472 +57%
Canada Pension Plan Investment Board
295
Canada Pension Plan Investment Board
Ontario, Canada
$128K
GC
296
Globeflex Capital
California
$124K
BTI
297
Blue Trust Inc
Georgia
$124K +$1.28K +14 +1%
HFM
298
Harvest Fund Management
China
$120K +$111K +1,218 New
Lazard Asset Management
299
Lazard Asset Management
New York
$106K
FFA
300
Farther Finance Advisors
California
$104K +$23.8K +260 +33%

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.