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Merit Medical Systems
MMSI

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: 1 → 3 (+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: 378 → 385 (+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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.8M
3
UBS Group
UBS Group
Switzerland
+$38.3M
4
TI
Tidal Investments
Wisconsin
+$33.1M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$74.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$18.3M
4
ECM
ExodusPoint Capital Management
New York
-$18.1M
5
Macquarie Group
Macquarie Group
Australia
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Sterling Capital Management
North Carolina
$5.61K – – –
MCM
352
MAI Capital Management
Ohio
$5.22K +$5.38K +54 New
LI
353
LRI Investments
Florida
$4.91K – – –
HNW
354
High Note Wealth
Minnesota
$4.74K +$4.88K +49 New
CTC
355
Central Trust Company
Missouri
$4.55K – – –
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$4.41K – – –
AF
357
Allworth Financial
California
$4.19K – – –
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$4.16K – – –
GRP
359
Global Retirement Partners
California
$4.06K – – –
MG
360
Mather Group
Illinois
$3.87K +$3.99K +40 New
CTC
361
Cetera Trust Company
Minnesota
$3.67K – – –
PTC
362
Private Trust Company
Ohio
$3.48K – – –
BWL
363
Bogart Wealth LLC
Virginia
$3.29K +$3.39K +34 New
JWA
364
JFS Wealth Advisors
Pennsylvania
$3.19K – – –
WWM
365
Wolff Wiese Magana
California
$3.19K – – –
HWM
366
Hemington Wealth Management
Virginia
$3K +$1.2K +12 +52%
VCM
367
Versant Capital Management
Arizona
$2.61K – – –
IA
368
IFP Advisors
Florida
$1.94K +$100 +1 +5%
CFD
369
Creative Financial Designs
Indiana
$1.84K +$1.89K +19 New
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$1.55K – – –
CPG
371
Cornerstone Planning Group
New Jersey
$1.48K – – –
CFFP
372
Center for Financial Planning
Michigan
$1.26K +$1.3K +13 New
CA
373
Continuum Advisory
Idaho
$1.16K – – –
CWP
374
Concord Wealth Partners
Virginia
$1.06K – – –
BF
375
BOK Financial
Oklahoma
$962 +$997 +10 New
13 14
15
16 17

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.