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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
GIA
326
GHP Investment Advisors
Colorado
$19.8K +$18.3K +200 New
DIP
327
DT Investment Partners
Pennsylvania
$19.3K
EBA
328
Eagle Bay Advisors
New York
$17.4K -$5.4K -59 -25%
KFI
329
Key Financial Inc
Pennsylvania
$17K
S
330
SignatureFD
Georgia
$15.4K
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$15K +$7.05K +77 +103%
Bessemer Group
332
Bessemer Group
New Jersey
$15K +$4.76K +52 +53%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$14.8K
UB
334
UMB Bank
Missouri
$13.2K +$6.41K +70 +109%
PMAM
335
Picton Mahoney Asset Management
Ontario, Canada
$13K +$2.01K +22 +19%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$13K +$12.4K +136 New
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$12.9K +$275 +3 +2%
C
338
Covestor
United Kingdom
$12K -$20.3K -222 -65%
PFBT
339
Parkside Financial Bank & Trust
Missouri
$11.1K -$641 -7 -6%
SSG
340
Summit Securities Group
New York
$11K +$10.4K +114 New
AAP
341
Arax Advisory Partners
Colorado
$10.1K
TPW
342
Talon Private Wealth
Florida
$9.19K +$8.51K +93 New
CA
343
Clearstead Advisors
Ohio
$9.09K
EWA
344
EverSource Wealth Advisors
Alabama
$8.99K +$1.92K +21 +30%
RWM
345
Reston Wealth Management
Virginia
$6.72K +$6.22K +68 New
LFA
346
LGT Financial Advisors
Texas
$6.52K
CIA
347
Cape Investment Advisory
Georgia
$5.83K
SCM
348
Sterling Capital Management
North Carolina
$5.73K +$5.31K +58 New
GWM
349
Geneos Wealth Management
Colorado
$5.53K +$5.12K +56 New
RIL
350
Rothschild Investment LLC
Illinois
$5.44K +$2.75K +30 +120%

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.