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Merit Medical Systems

226 hedge funds and large institutions have $3.08B invested in Merit Medical Systems in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more capital invested

Capital invested by funds: $2.4B → $3.08B (+$675M)

9% more funds holding

Funds holding: 207226 (+19)

0.14% more ownership

Funds ownership: 99.74%99.89% (+0.14%)

2% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.84M

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
40
Increased
71
Reduced
87
Closed
19
Calls
$1.81M
Puts
$1.84M
Net Calls
-$32K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$27M -$4.44M -86,125 -15%
Charles Schwab
27
Charles Schwab
California
$25M +$3.05M +59,114 +15%
N
28
Nuveen
North Carolina
$24.4M -$231K -4,485 -1%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.1M +$1.45M +28,079 +7%
Principal Financial Group
30
Principal Financial Group
Iowa
$20.1M -$409K -7,933 -2%
SEI Investments
31
SEI Investments
Pennsylvania
$20M -$956K -18,520 -5%
Invesco
32
Invesco
Georgia
$17.5M +$1.25M +24,272 +8%
Bank of America
33
Bank of America
North Carolina
$17.5M -$1.98M -38,277 -11%
Fisher Asset Management
34
Fisher Asset Management
Washington
$16.7M -$1.49M -28,904 -9%
GT
35
Glenmede Trust
Pennsylvania
$16.2M -$7.88M -152,588 -34%
RCAMU
36
Rothschild & Co Asset Management US
Connecticut
$15.1M -$3.13M -60,681 -18%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$14.7M -$1.45M -28,147 -10%
ACM
38
American Capital Management
New York
$13.7M
Wells Fargo
39
Wells Fargo
California
$13M -$1.12M -21,664 -8%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$11.8M +$258K +4,993 +2%
Comerica Bank
41
Comerica Bank
Texas
$11.5M +$362K +7,013 +4%
WCM Investment Management
42
WCM Investment Management
California
$11.4M +$36.4K +706 +0.3%
PPA
43
Parametric Portfolio Associates
Washington
$11.3M +$401K +7,762 +4%
Legal & General Group
44
Legal & General Group
United Kingdom
$8.97M +$236K +4,570 +3%
Morgan Stanley
45
Morgan Stanley
New York
$8.94M +$1.68M +32,627 +25%
AAM
46
AMI Asset Management
California
$8.74M -$5.81M -112,640 -42%
RJA
47
Raymond James & Associates
Florida
$8.46M -$581K -11,259 -7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$8.16M +$156K +3,031 +2%
WSFS
49
Wilmington Savings Fund Society
Delaware
$7.29M +$31.4K +609 +0.5%
EA
50
Emerald Advisers
Pennsylvania
$7.15M +$6.65M +128,777 New