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Merit Medical Systems
MMSI

Overview Fund Activity

271 hedge funds and large institutions have $3.84B invested in Merit Medical Systems in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 100 increasing their positions, 116 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-40
Holders Change %
-12.86%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
100
Reduced
116
Closed
64
Calls
$1.8M
Puts
$179K
Net Calls
+$1.62M
Net Calls Change
+$529K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$269M
2
WHG
Westwood Holdings Group
Texas
$58M
3
GF
Greenhouse Funds
Maryland
$49.7M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$24.4M
5
Millennium Management
Millennium Management
New York
$44.1M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$108M
2
BlackRock
BlackRock
New York
$688M
3
Invesco
Invesco
Georgia
$52M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$28.7M
5
Morgan Stanley
Morgan Stanley
New York
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
301
Verition Fund Management
Connecticut
– -$600K -7,168 Closed
I
302
InceptionR
California
– -$591K -7,070 Closed
PFA
303
Petra Financial Advisors
Colorado
– -$527K -6,296 Closed
Truist Financial
304
Truist Financial
North Carolina
– -$526K -6,283 Closed
CW
305
CreativeOne Wealth
Kansas
– -$520K -6,221 Closed
EA
306
Ellsworth Advisors
Ohio
– -$495K -5,919 Closed
AG
307
AIA Group
Hong Kong
– -$482K -5,760 Closed
RJFSA
308
Raymond James Financial Services Advisors
Florida
– -$479K -5,731 Closed
WAP
309
Wealthcare Advisory Partners
Pennsylvania
– -$460K -5,500 Closed
LCM
310
Legato Capital Management
California
– -$433K -5,180 Closed
BC
311
Bridgefront Capital
Texas
– -$404K -4,829 Closed
CC
312
Centiva Capital
New York
– -$399K -4,766 Closed
SEC
313
Seven Eight Capital
New York
– -$321K -3,833 Closed
VF
314
Virtu Financial
New York
– -$315K -3,762 Closed
GT
315
Greenleaf Trust
Michigan
– -$294K -3,513 Closed
SOS
316
Silver Oak Securities
Tennessee
– -$291K -3,481 Closed
PCM
317
Prelude Capital Management
New York
– -$278K -3,324 Closed
SCM
318
Shelton Capital Management
Colorado
– -$265K -3,169 Closed
NI
319
Nuance Investments
Missouri
– -$252K -3,015 Closed
GCM
320
Graham Capital Management
Connecticut
– -$248K -2,962 Closed
PMA
321
Prudent Man Advisors
Illinois
– -$235K -2,806 Closed
PMEF
322
Point72 Middle East FZE
United Arab Emirates
– -$231K -2,760 Closed
Corient Private Wealth
323
Corient Private Wealth
Florida
– -$207K -2,480 Closed
CMF
324
Counterpoint Mutual Funds
California
– -$125K -1,495 Closed
HIA
325
Harbor Investment Advisory
Maryland
– -$94.2K -1,126 Closed
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