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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
PAS
301
Point72 Asia (Singapore)
Singapore
$101K -$73.9K -808 -44%
VFA
302
Virtus Fund Advisers
Connecticut
$101K
ACM
303
Anfield Capital Management
California
$98.8K
CFGS
304
Concourse Financial Group Securities
Alabama
$90.9K +$3.02K +33 +4%
PCM
305
Palouse Capital Management
Washington
$83.4K -$123K -1,342 -61%
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$81.7K -$6.68K -73 -8%
HNB
307
Huntington National Bank
Ohio
$78.9K +$8.23K +90 +13%
FHA
308
First Horizon Advisors
Tennessee
$76.3K +$7.59K +83 +12%
DB
309
Danske Bank
Denmark
$69.2K +$64.1K +700 New
GM
310
GeoWealth Management
Illinois
$68.4K +$63.3K +692 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$68K +$7.14K +78 +13%
SOW
312
State of Wyoming
Wyoming
$63K +$58.3K +637 New
CFM
313
Catalyst Funds Management
Australia
$59.3K +$18.3K +200 +50%
UFF
314
USA Financial Formulas
Michigan
$58.5K +$54.2K +592 New
DekaBank Deutsche Girozentrale
315
DekaBank Deutsche Girozentrale
Germany
$57K
N
316
Natixis
France
$42K +$38.8K +424 +42,400%
ACM
317
Aster Capital Management
United Arab Emirates
$40.8K +$37.8K +413 New
SAM
318
Smartleaf Asset Management
Massachusetts
$40.1K +$1.56K +17 +4%
PA
319
Parallel Advisors
California
$39.8K
VWA
320
Valued Wealth Advisors
Utah
$38.1K
Federated Hermes
321
Federated Hermes
Pennsylvania
$27.1K +$9.33K +102 +59%
WTC
322
WhitTier Trust Company
Nevada
$26.8K
HCP
323
Hexagon Capital Partners
Arkansas
$24.6K -$10.9K -119 -32%
EC
324
Elequin Capital
New York
$22.5K +$20.9K +228 New
LC
325
Lindbrook Capital
California
$21K +$1.65K +18 +9%

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.