We are live on ! Find out more
MMSI icon

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
AWM
376
Abound Wealth Management
Tennessee
$396
CA
377
Claris Advisors
Missouri
$296 +$275 +3 New
TFM
378
TFC Financial Management
Massachusetts
$99
RCMC
379
RK Capital Management (Colorado)
Colorado
-$15.6M -181,000 Closed
PE
380
Point72 Europe
United Kingdom
-$12.7M -147,500 Closed
CWM
381
CIBC World Markets
New York
-$6.88M -80,000 Closed
TI
382
Trexquant Investment
Connecticut
-$3.84M -44,652 Closed
LA
383
Linden Advisors
New York
-$2.23M -25,918 Closed
UM
384
UniSuper Management
Australia
-$1.23M -14,302 Closed
OC
385
Oppenheimer & Co
New York
-$951K -11,066 Closed
Allianz Asset Management
386
Allianz Asset Management
Germany
-$908K -10,568 Closed
GF
387
Gabelli Funds
New York
-$860K -10,000 Closed
Capstone Investment Advisors
388
Capstone Investment Advisors
New York
-$742K -8,634 Closed
AG
389
Algert Global
California
-$501K -5,832 Closed
EI
390
Ethic Inc
New York
-$308K -3,584 Closed
FC
391
FORA Capital
Florida
-$280K -3,262 Closed
Neuberger Berman Group
392
Neuberger Berman Group
New York
-$226K -2,629 Closed
EC
393
EntryPoint Capital
New York
-$82.2K -956 Closed
VNA
394
Valley National Advisers
Pennsylvania
-$51K -595 Closed
OWA
395
Opal Wealth Advisors
New York
-$28.6K -333 Closed
CA
396
Crewe Advisors
Utah
-$16.1K -187 Closed
SC
397
Stephens Consulting
Michigan
-$3.1K -36 Closed
MG
398
Mather Group
Illinois
-$2.27K -30 Closed
IC
399
Innealta Capital
Texas
-$1.72K -20 Closed

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.