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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
LI
351
LRI Investments
Florida
$5.14K -$549 -6 -11%
CTC
352
Central Trust Company
Missouri
$4.65K
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$4.55K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$4.25K
GRP
355
Global Retirement Partners
California
$4.15K
AF
356
Allworth Financial
California
$3.95K -$1.1K -12 -23%
CTC
357
Cetera Trust Company
Minnesota
$3.76K
PTC
358
Private Trust Company
Ohio
$3.56K +$3.29K +36 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$3.26K +$92 +1 +3%
WWM
360
Wolff Wiese Magana
California
$3.26K +$3.02K +33 New
VCM
361
Versant Capital Management
Arizona
$2.67K
CPA
362
Capital Performance Advisors
California
$2.57K +$2.38K +26 New
ATS
363
Ashton Thomas Securities
New York
$2.47K +$2.29K +25 New
FNWA
364
Financial Network Wealth Advisors
Utah
$2.27K +$275 +3 +15%
IAIM
365
International Assets Investment Management
Florida
$2.17K +$19.6M +214,066 New
HWM
366
Hemington Wealth Management
Virginia
$2K +$2.1K +23 New
IA
367
IFP Advisors
Florida
$1.88K
AGWCA
368
Annis Gardner Whiting Capital Advisors
Florida
$1.58K
CPG
369
Cornerstone Planning Group
New Jersey
$1.34K +$366 +4 +40%
CA
370
Continuum Advisory
Idaho
$1.21K +$1.1K +12 New
CWP
371
Concord Wealth Partners
Virginia
$1.09K +$1.01K +11 New
SIC
372
SJS Investment Consulting
Ohio
$890
LFG
373
Larson Financial Group
Missouri
$791
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$692
MFG
375
Mendota Financial Group
Wisconsin
$593 +$549 +6 New

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.