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Merit Medical Systems

141 hedge funds and large institutions have $642M invested in Merit Medical Systems in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,900% more call options, than puts

Call options by funds: $350K | Put options by funds: $7K

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

7% more funds holding

Funds holding: 132141 (+9)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

44% less capital invested

Capital invested by funds: $1.16B → $642M (-$513M)

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
42
Reduced
44
Closed
12
Calls
$350K
Puts
$7K
Net Calls
+$343K
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$5.05M -$843K -57,000 -16%
Ameriprise
27
Ameriprise
Minnesota
$4.6M +$641K +43,338 +19%
Macquarie Group
28
Macquarie Group
Australia
$4.59M +$611K +41,312 +18%
ECP
29
Elk Creek Partners
Colorado
$4.58M +$912K +61,629 +30%
Principal Financial Group
30
Principal Financial Group
Iowa
$4.56M +$41.6K +2,812 +1%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$4.45M +$431K +29,118 +13%
MDCM
32
Morgan Dempsey Capital Management
Wisconsin
$4.13M -$583K -39,393 -14%
NC
33
Nicholas Company
Wisconsin
$4.11M
Natixis Advisors
34
Natixis Advisors
Massachusetts
$3.9M +$128K +8,627 +4%
DGHMC
35
Dalton, Greiner, Hartman, Maher & Co
New York
$3.53M +$3.01M +203,478 New
First Trust Advisors
36
First Trust Advisors
Illinois
$3.48M +$968K +65,436 +48%
TCIM
37
TIAA CREF Investment Management
New York
$3.36M -$105K -7,079 -4%
ACB
38
Aristotle Capital Boston
Massachusetts
$3.2M +$2.73M +184,574 New
LSC
39
Lyon Street Capital
California
$3.17M -$1.27M -85,605 -32%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$3.03M -$249K -16,865 -9%
TC
41
TFS Capital
Pennsylvania
$2.93M +$7.29K +493 +0.3%
N
42
Nuveen
North Carolina
$2.82M -$1.28M -86,468 -35%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.46M
Invesco
44
Invesco
Georgia
$2.25M -$57.1K -3,861 -3%
Charles Schwab
45
Charles Schwab
California
$1.97M -$60.9K -4,118 -3%
PCMI
46
Paradigm Capital Management Inc
New York
$1.95M
Deutsche Bank
47
Deutsche Bank
Germany
$1.92M +$852K +57,607 +109%
IGIM
48
I.G. Investment Management
Manitoba, Canada
$1.81M +$71.4K +4,824 +5%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.79M -$42.5K -2,870 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$1.75M +$136K +9,200 +10%