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Merit Medical Systems
MMSI

Overview Fund Activity

372 hedge funds and large institutions have $5.85B invested in Merit Medical Systems in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 133 reducing their positions, and 51 closing their positions.

Holders
372
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
53
Increased
137
Reduced
133
Closed
51
Calls
$85.5M
Puts
$3.78M
Net Calls
+$81.7M
Net Calls Change
-$8.94M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$126M
2
Millennium Management
2
Millennium Management
New York
$28.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$638M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68.1M
5
Franklin Resources
5
Franklin Resources
California
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$815M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$60.8M
3
UBS Group
3
UBS Group
Switzerland
$39.3M
4
NL
4
Nuveen LLC
North Carolina
$40.6M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
351
Private Trust Company
Ohio
$1.4K -$3.27K -35 -70%
N
352
Natixis
France
$1.31K – – –
LFG
353
Larson Financial Group
Missouri
$1.22K +$467 +5 +63%
AssetMark Inc
354
AssetMark Inc
California
$1.22K +$748 +8 +160%
FFO
355
Fortitude Family Office
Arizona
$1.12K +$1.12K +12 New
SC
356
SouthState Corp
Florida
$1.03K -$468 -5 -31%
BF
357
BOK Financial
Oklahoma
$935 – – –
PWA
358
Physician Wealth Advisors
Utah
$842 +$842 +9 New
WA
359
Whipplewood Advisors
Colorado
$841 -$5.51K -59 -87%
CFD
360
Creative Financial Designs
Indiana
$841 – – –
DPW
361
DiNuzzo Private Wealth
Pennsylvania
$655 – – –
BIA
362
Bell Investment Advisors
California
$468 – – –
SIC
363
SJS Investment Consulting
Ohio
$374 -$281 -3 -43%
AWM
364
Abound Wealth Management
Tennessee
$374 – – –
HIA
365
HFM Investment Advisors
New Jersey
$280 +$187 +2 +200%
RWM
366
Rialto Wealth Management
New York
$187 +$187 +2 New
BHWM
367
Bay Harbor Wealth Management
Maryland
$186 – – –
TWD
368
True Wealth Design
Ohio
$94 – – –
TFM
369
TFC Financial Management
Massachusetts
$94 – – –
SS
370
SBI Securities
Japan
$93 – – –
PWM
371
Parkworth Wealth Management
California
$93 – – –
TIM
372
Total Investment Management
Arizona
$93 +$93 +1 New
TIM
373
Tortoise Investment Management
New York
$93 +$93 +1 New
DCM
374
Driehaus Capital Management
Illinois
– -$24.1M -227,814 Closed
FAM
375
Fred Alger Management
New York
– -$16.4M -154,707 Closed
13 14
15
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