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Merit Medical Systems
MMSI

Overview Fund Activity

382 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 153 increasing their positions, 111 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
5.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
66
Increased
153
Reduced
111
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.52M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$63.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.3M
3
UBS Group
UBS Group
Switzerland
+$37.2M
4
TI
Tidal Investments
Wisconsin
+$32.2M
5
BlackRock
BlackRock
New York
+$28M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$72.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ECM
ExodusPoint Capital Management
New York
-$18.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$17.7M
5
Macquarie Group
Macquarie Group
Australia
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
351
High Note Wealth
Minnesota
$4.74K +$4.74K +49 New
CTC
352
Central Trust Company
Missouri
$4.55K – – –
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$4.41K – – –
AF
354
Allworth Financial
California
$4.19K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$4.16K – – –
GRP
356
Global Retirement Partners
California
$4.06K – – –
MG
357
Mather Group
Illinois
$3.87K +$3.87K +40 New
CTC
358
Cetera Trust Company
Minnesota
$3.68K – – –
PTC
359
Private Trust Company
Ohio
$3.48K – – –
BWL
360
Bogart Wealth LLC
Virginia
$3.29K +$3.29K +34 New
JWA
361
JFS Wealth Advisors
Pennsylvania
$3.19K – – –
WWM
362
Wolff Wiese Magana
California
$3.19K – – –
HWM
363
Hemington Wealth Management
Virginia
$3K +$1.03K +12 +52%
VCM
364
Versant Capital Management
Arizona
$2.61K – – –
IA
365
IFP Advisors
Florida
$1.94K +$97 +1 +5%
CFD
366
Creative Financial Designs
Indiana
$1.84K +$1.84K +19 New
AGWCA
367
Annis Gardner Whiting Capital Advisors
Florida
$1.55K – – –
CPG
368
Cornerstone Planning Group
New Jersey
$1.48K – – –
CFFP
369
Center for Financial Planning
Michigan
$1.26K +$1.26K +13 New
CA
370
Continuum Advisory
Idaho
$1.16K – – –
CWP
371
Concord Wealth Partners
Virginia
$1.06K – – –
BF
372
BOK Financial
Oklahoma
$962 +$962 +10 New
WA
373
Whipplewood Advisors
Colorado
$870 +$870 +9 New
LFG
374
Larson Financial Group
Missouri
$774 – – –
SIC
375
SJS Investment Consulting
Ohio
$678 -$194 -2 -22%
13 14
15
16 17