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Merit Medical Systems
MMSI

220 hedge funds and large institutions have $1.96B invested in Merit Medical Systems in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

63% more call options, than puts

Call options by funds: $832K | Put options by funds: $512K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $1.72B → $1.96B (+$238M)

9% more funds holding

Funds holding: 202 → 220 (+18)

1.5% more ownership

Funds ownership: 90.77% → 92.27% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
78
Closed
20
Calls
$832K
Puts
$512K
Net Calls
+$320K
Net Calls Change
-$101K

Top Buyers

1
CRCP
Copper Rock Capital Partners
Massachusetts
+$27.9M
2
Millennium Management
Millennium Management
New York
+$16.8M
3
HCM
Hodges Capital Management
Texas
+$13.6M
4
PHS
PFM Health Sciences
California
+$13M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.4M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$47M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12M
3
Ameriprise
Ameriprise
Minnesota
-$10.9M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$10.3M
5
WHG
Westwood Holdings Group
Texas
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DGHMC
26
Dalton, Greiner, Hartman, Maher & Co
New York
$20.9M +$200K +4,963 +1%
ACB
27
Aristotle Capital Boston
Massachusetts
$19.7M -$3.78M -93,718 -17%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$19.5M -$1.38M -34,279 -7%
EBIM
29
Eagle Boston Investment Management
Massachusetts
$18.1M -$5.13M -127,255 -24%
AAM
30
AMI Asset Management
California
$18M +$257K +6,383 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$17.2M -$142K -3,534 -0.9%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$16.8M +$3.31M +82,228 +26%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$15.8M -$33.2K -824 -0.2%
Bank of America
34
Bank of America
North Carolina
$15.8M +$2.02M +50,008 +15%
KCM
35
Kennedy Capital Management
Missouri
$15.8M +$6.59M +163,513 +78%
HCM
36
Hodges Capital Management
Texas
$14.3M +$13.6M +336,550 New
Wells Fargo
37
Wells Fargo
California
$13.7M +$8.55M +212,304 +189%
PCM
38
Peregrine Capital Management
Minnesota
$13.6M +$263K +6,522 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$12.9M +$11.4M +284,049 +1,420%
ACM
40
American Capital Management
New York
$11.7M -$134K -3,330 -1%
EA
41
Emerald Advisers
Pennsylvania
$11.5M +$11M +272,571 New
Invesco
42
Invesco
Georgia
$10.6M +$1.33M +33,125 +15%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$10.4M -$615K -15,261 -6%
EMFAT
44
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.1M +$9.63M +239,019 New
Charles Schwab
45
Charles Schwab
California
$9.99M +$462K +11,455 +5%
TCIM
46
TIAA CREF Investment Management
New York
$9.89M +$2.29M +56,923 +32%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$8.89M +$8.46M +209,900 New
Goldman Sachs
48
Goldman Sachs
New York
$8.34M +$6.95M +172,591 +707%
ACH
49
ArrowMark Colorado Holdings
Colorado
$8.23M +$362K +8,992 +5%
CCI
50
Columbus Circle Investors
$7.56M -$1.54M -38,318 -18%
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MMSI Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2017, worth a combined $1.96B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MMSI positions and 20 closed out — a net gain of 20 holders — while 80 added to existing stakes and 78 trimmed.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $27.9M. The largest seller was Frontier Capital Management, cutting an estimated $47M.

  • 220 institutional investors held Merit Medical Systems (MMSI) as of Q3 2017, up from 202 in Q2 2017.
  • Funds reported $1.96B of Merit Medical Systems stock for Q3 2017, up 14% quarter-over-quarter.
  • 40 funds opened new Merit Medical Systems positions in Q3 2017 and 20 closed out, a net change of +20 holders.
  • The largest Merit Medical Systems buyer in Q3 2017 was Copper Rock Capital Partners, an estimated $27.9M added.
  • The largest Merit Medical Systems seller in Q3 2017 was Frontier Capital Management, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2017.