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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
GRP
301
Global Retirement Partners
California
$3.61K
CTC
302
Cetera Trust Company
Minnesota
$3.27K
SC
303
Stephens Consulting
Michigan
$3.1K +$2.83K +36 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$2.75K
VCM
305
Versant Capital Management
Arizona
$2.32K
MG
306
Mather Group
Illinois
$2.27K +$2.36K +30 New
RIL
307
Rothschild Investment LLC
Illinois
$2.15K +$1.57K +20 +400%
FNWA
308
Financial Network Wealth Advisors
Utah
$1.72K +$1.57K +20 New
IC
309
Innealta Capital
Texas
$1.72K +$1.57K +20 New
IA
310
IFP Advisors
Florida
$1.63K +$865 +11 +138%
IFAM
311
Institutional & Family Asset Management
Colorado
$1.46K +$315 +4 +31%
AGWCA
312
Annis Gardner Whiting Capital Advisors
Florida
$1.38K +$1.26K +16 New
CPG
313
Cornerstone Planning Group
New Jersey
$875 +$786 +10 New
SIC
314
SJS Investment Consulting
Ohio
$774 -$79 -1 -10%
ECM
315
Everence Capital Management
Indiana
$751
LFG
316
Larson Financial Group
Missouri
$688 +$629 +8 New
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$602 -$79 -1 -13%
AWM
318
Abound Wealth Management
Tennessee
$344 -$79 -1 -20%
N
319
Natixis
France
$86
TFM
320
TFC Financial Management
Massachusetts
$86
JFG
321
Jefferies Financial Group
New York
-$6.24M -82,436 Closed
TPSF
322
Texas Permanent School Fund
Texas
-$3.83M -50,542 Closed
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
-$2.52M -33,306 Closed
AIG
324
American International Group
New York
-$2.33M -30,712 Closed
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
-$1.99M -27,507 Closed