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Merit Medical Systems

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84%104.73% (+1.9%)

2% more funds holding

Funds holding: 378385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
301
Huntington National Bank
Ohio
$76.1K -$1.1K -11 -1%
FFA
302
Farther Finance Advisors
California
$75.7K -$27.2K -273 -26%
FHA
303
First Horizon Advisors
Tennessee
$74.7K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$74K +$7.08K +71 +10%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$70.8K -$9.47K -95 -11%
GM
306
GeoWealth Management
Illinois
$66.9K
Federated Hermes
307
Federated Hermes
Pennsylvania
$63.4K +$38K +381 +139%
DekaBank Deutsche Girozentrale
308
DekaBank Deutsche Girozentrale
Germany
$57K
UFF
309
USA Financial Formulas
Michigan
$53.5K -$3.89K -39 -7%
KBFS
310
Kohmann Bosshard Financial Services
Ohio
$51.9K +$53.5K +537 New
Simplex Trading
311
Simplex Trading
Illinois
$49K +$50.8K +510 New
PFM
312
Premier Fund Managers
United Kingdom
$44K -$895K -8,980 -95%
PA
313
Parallel Advisors
California
$41.8K +$2.89K +29 +7%
VWA
314
Valued Wealth Advisors
Utah
$37.3K
NC
315
NewSquare Capital
Pennsylvania
$32.3K +$33.3K +334 New
CIAM
316
Caitong International Asset Management
Hong Kong
$30.9K +$31.9K +320 New
WTC
317
WhitTier Trust Company
Nevada
$26.2K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$22.5K +$10.2K +102 +78%
Bessemer Group
319
Bessemer Group
New Jersey
$21K +$6.88K +69 +46%
N
320
Natixis
France
$20.9K -$20.8K -209 -49%
LC
321
Lindbrook Capital
California
$20.2K -$299 -3 -1%
PMAM
322
Picton Mahoney Asset Management
Ontario, Canada
$20K +$6.18K +62 +46%
GIA
323
GHP Investment Advisors
Colorado
$19.3K
EC
324
Elequin Capital
New York
$19.1K -$3.09K -31 -14%
TH
325
TCTC Holdings
Texas
$17.9K +$18.4K +185 New

MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.