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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
WG
326
Winton Group
United Kingdom
– -$223K -3,009 Closed
SFM
327
Systematic Financial Management
New Jersey
– -$211K -2,860 Closed
DFCM
328
Dark Forest Capital Management
Puerto Rico
– -$208K -2,806 Closed
FIM
329
Freedom Investment Management
Connecticut
– -$203K -2,744 Closed
BAM
330
Belpointe Asset Management
Nevada
– -$37K -500 Closed
TWA
331
TCI Wealth Advisors
Arizona
– -$12.9K -175 Closed
CFB
332
Cullen/Frost Bankers
Texas
– -$10.5K -142 Closed
STCOSD
333
Sageworth Trust Company of South Dakota
South Dakota
– -$4.66K -63 Closed
SC
334
Schubert & Co
Texas
– -$1.7K -23 Closed
SWM
335
Spire Wealth Management
Virginia
– -$1.7K -23 Closed
ASN
336
Advisory Services Network
Georgia
– -$444 -6 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.