Merit Medical Systems
MMSI
272 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, 101 increasing their positions, 116 reducing their positions, and 64 closing their positions.
903% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $179K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2.22% more ownership
Funds ownership: 94.31% → 96.54% (+2.2%)
13% less funds holding
Funds holding: 312 → 272 (-40)
13% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 116
15% less capital invested
Capital invested by funds: $4.53B → $3.84B (-$695M)
59% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 64
Top Buyers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$37.5M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$35.6M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$30.4M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$25.5M |
| 5 |
Millennium Management
New York
|
+$24.2M |
Top Sellers
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$18.7M |
| 2 |
BlackRock
New York
|
-$17.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$13.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.5M |
| 5 |
Morgan Stanley
New York
|
-$10.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
326
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$94.2K | -1,126 | Closed |
|
|
PI
327
PineBridge Investments
New York
| – | -$52.7K | -630 | Closed |
|
|
AS
328
Altshuler Shaham
Tel Aviv,
Israel
| – | -$27.3K | -326 | Closed |
|
|
RMA
329
Roffman Miller Associates
Philadelphia,
Pennsylvania
| – | -$20.9K | -250 | Closed |
|
|
PMFA
330
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$5.77K | -69 | Closed |
|
|
UFF
331
USA Financial Formulas
Ada,
Michigan
| – | -$5.77K | -69 | Closed |
|
332
Bessemer Group
Woodbridge,
New Jersey
| – | -$3.31K | -46 | -98% |
|
|
HS
333
Horan Securities
Cincinnati,
United States
| – | -$1.67K | -20 | Closed |
|
|
FFA
334
Farther Finance Advisors
San Francisco,
California
| – | -$1.42K | -17 | Closed |
|
|
DI
335
Disciplined Investments
Tulsa,
Oklahoma
| – | -$669 | -8 | Closed |
|
|
2L
336
25 LLC
St. Louis,
Missouri
| – | -$506 | -6 | Closed |
|
MMSI Hedge Fund Activity: Q3 2023 in Review
272 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2023, worth a combined $3.84B — down 15% from $4.53B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of MMSI and 26 opened new positions — a net loss of 38 holders — while 116 trimmed existing stakes and 101 added.
The largest buyer was William Blair Investment Management, adding an estimated $37.5M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $18.7M.
- 272 institutional investors held Merit Medical Systems (MMSI) as of Q3 2023, down from 312 in Q2 2023.
- Funds reported $3.84B of Merit Medical Systems stock for Q3 2023, down 15% quarter-over-quarter.
- 26 funds opened new Merit Medical Systems positions in Q3 2023 and 64 closed out, a net change of -38 holders.
- The largest Merit Medical Systems buyer in Q3 2023 was William Blair Investment Management, an estimated $37.5M added.
- The largest Merit Medical Systems seller in Q3 2023 was ArrowMark Colorado Holdings, an estimated $18.7M sold.
Based on aggregated 13F filings for Q3 2023.