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Merit Medical Systems
MMSI

Overview Fund Activity

374 hedge funds and large institutions have $6.61B invested in Merit Medical Systems in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 141 increasing their positions, 134 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-8
Holders Change %
-2.09%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
141
Reduced
134
Closed
50
Calls
$92.8M
Puts
$2.1M
Net Calls
+$90.7M
Net Calls Change
-$3.21M

Top Buyers

1
MC
Maverick Capital
Texas
$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.3M
4
Ameriprise
Ameriprise
Minnesota
$69.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$57.8M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
ACH
ArrowMark Colorado Holdings
Colorado
$105M
3
ACB
Aristotle Capital Boston
Massachusetts
$48.2M
4
ITP
Iron Triangle Partners
Connecticut
$24.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
351
Bogart Wealth LLC
Virginia
$1.8K -$1.8K -17 -50%
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
$1.69K – – –
SC
353
SouthState Corp
Florida
$1.69K +$1.69K +16 New
SC
354
Stephens Consulting
Michigan
$1.59K +$1.59K +15 New
N
355
Natixis
France
$1.46K -$21.1K -202 -94%
CFFP
356
Center for Financial Planning
Michigan
$1.38K – – –
CPG
357
Cornerstone Planning Group
New Jersey
$1.31K – – –
BF
358
BOK Financial
Oklahoma
$1.06K – – –
HFS
359
Hantz Financial Services
Michigan
$1K +$1K +7 New
CFD
360
Creative Financial Designs
Indiana
$951 -$1.06K -10 -53%
WA
361
Whipplewood Advisors
Colorado
$951 +$825 +59 +656%
LFG
362
Larson Financial Group
Missouri
$846 – – –
DPW
363
DiNuzzo Private Wealth
Pennsylvania
$740 – – –
SIC
364
SJS Investment Consulting
Ohio
$740 – – –
GFPC
365
Global Financial Private Client
Florida
$634 +$423 +4 +200%
AssetMark Inc
366
AssetMark Inc
California
$529 -$5.82K -55 -92%
BIA
367
Bell Investment Advisors
California
$529 – – –
AWM
368
Abound Wealth Management
Tennessee
$423 – – –
BHWM
369
Bay Harbor Wealth Management
Maryland
$211 +$211 +2 New
HWP
370
Highline Wealth Partners
California
$211 +$211 +2 New
TFM
371
TFC Financial Management
Massachusetts
$106 – – –
PWM
372
Parkworth Wealth Management
California
$106 – – –
SS
373
SBI Securities
Japan
$106 +$106 +1 New
TWD
374
True Wealth Design
Ohio
$106 +$106 +1 New
HIA
375
HFM Investment Advisors
New Jersey
$106 +$106 +1 New
13 14
15
16 17