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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
EBA
326
Eagle Bay Advisors
New York
$16.7K -$299 -3 -2%
KFI
327
Key Financial Inc
Pennsylvania
$16.6K
HCP
328
Hexagon Capital Partners
Arkansas
$16.2K -$8.07K -81 -33%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$1.5K +15 +10%
S
330
SignatureFD
Georgia
$15.1K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$14.7K
SPIA
332
Steward Partners Investment Advisory
New York
$14.6K +$15K +151 New
RS
333
R Squared
Hong Kong
$14.5K +$14.9K +150 New
WA
334
WPG Advisers
Maryland
$13.6K +$14.1K +141 New
QL
335
Quarry LP
New York
$13.1K +$13.5K +135 New
UB
336
UMB Bank
Missouri
$13K
C
337
Covestor
United Kingdom
$12K -$299 -3 -2%
ACM
338
Aster Capital Management
United Arab Emirates
$11.7K -$29.1K -292 -71%
CA
339
Clearstead Advisors
Ohio
$11.5K +$2.69K +27 +29%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$10.8K
DB
341
Danske Bank
Denmark
$9.67K -$59.8K -600 -86%
HCM
342
Hollencrest Capital Management
California
$9.67K +$9.97K +100 New
EWA
343
EverSource Wealth Advisors
Alabama
$9.09K +$299 +3 +3%
AAP
344
Arax Advisory Partners
Colorado
$8.9K -$997 -10 -10%
TPW
345
Talon Private Wealth
Florida
$8.8K -$199 -2 -2%
RIL
346
Rothschild Investment LLC
Illinois
$7.74K +$2.49K +25 +45%
LFA
347
LGT Financial Advisors
Texas
$6.38K
GWM
348
Geneos Wealth Management
Colorado
$6.19K +$797 +8 +14%
AssetMark Inc
349
AssetMark Inc
California
$5.8K +$5.98K +60 New
CIA
350
Cape Investment Advisory
Georgia
$5.71K

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.