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Merit Medical Systems
MMSI

312 hedge funds and large institutions have $4.53B invested in Merit Medical Systems in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $4.03B → $4.53B (+$507M)

9% more funds holding

Funds holding: 287 → 312 (+25)

2% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 112

1.26% less ownership

Funds ownership: 95.57% → 94.31% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
114
Reduced
112
Closed
25
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.36M

Top Buyers

1
Invesco
Invesco
Georgia
+$42.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
3
Millennium Management
Millennium Management
New York
+$21M
4
Morgan Stanley
Morgan Stanley
New York
+$14.3M
5
BlackRock
BlackRock
New York
+$9.45M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$89.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.9M
3
Macquarie Group
Macquarie Group
Australia
-$20.3M
4
CCM
Channing Capital Management
Illinois
-$17.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
301
Horan Securities
United States
$1.67K – – –
CCA
302
Column Capital Advisors
Indiana
$1.67K +$1.63K +20 New
VWM
303
Venturi Wealth Management
Texas
$1.42K – – –
FFA
304
Farther Finance Advisors
California
$1.42K +$1.38K +17 New
SIC
305
SJS Investment Consulting
Ohio
$1.09K – – –
AF
306
Advisornet Financial
Minnesota
$836 -$81 -1 -9%
IFAM
307
Institutional & Family Asset Management
Colorado
$753 +$325 +4 +80%
FGAM
308
Financial Gravity Asset Management
Texas
$739 +$813 +10 +14%
DI
309
Disciplined Investments
Oklahoma
$669 -$81 -1 -11%
2L
310
25 LLC
Missouri
$506 +$488 +6 New
AWM
311
Abound Wealth Management
Tennessee
$419 +$407 +5 New
TWP
312
TFO Wealth Partners
Ohio
$84 – – –
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
– -$2.52M -34,139 Closed
HF
314
HRT Financial
New York
– -$1.33M -18,021 Closed
SG Americas Securities
315
SG Americas Securities
New York
– -$1.33M -17,996 Closed
Allianz Asset Management
316
Allianz Asset Management
Germany
– -$1.29M -17,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
317
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.04M -14,000 Closed
EP
318
Edgestream Partners
New Jersey
– -$962K -13,011 Closed
BCM
319
Bayesian Capital Management
New York
– -$710K -9,600 Closed
CS
320
Candriam SCA
Luxembourg
– -$463K -6,798 Closed
PI
321
PEAK6 Investments
Illinois
– -$334K -4,519 Closed
YIH
322
Y-Intercept (HK)
Hong Kong
– -$282K -3,811 Closed
MFS
323
Mirabella Financial Services
United Kingdom
– -$281K -3,798 Closed
DCM
324
Dupont Capital Management
Delaware
– -$256K -3,466 Closed
BCM
325
BlueCrest Capital Management
Jersey
– -$229K -3,100 Closed
10 11 12
13
14

MMSI Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2023, worth a combined $4.53B — up 13% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MMSI positions and 25 closed out — a net gain of 25 holders — while 114 added to existing stakes and 112 trimmed.

The largest buyer was Invesco, adding an estimated $42.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $89.7M.

  • 312 institutional investors held Merit Medical Systems (MMSI) as of Q2 2023, up from 287 in Q1 2023.
  • Funds reported $4.53B of Merit Medical Systems stock for Q2 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Merit Medical Systems positions in Q2 2023 and 25 closed out, a net change of +25 holders.
  • The largest Merit Medical Systems buyer in Q2 2023 was Invesco, an estimated $42.1M added.
  • The largest Merit Medical Systems seller in Q2 2023 was ArrowMark Colorado Holdings, an estimated $89.7M sold.

Based on aggregated 13F filings for Q2 2023.