We are live on ! Find out more
MMSI icon

Merit Medical Systems

238 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.25B → $3.42B (+$175M)

3% more funds holding

Funds holding: 232238 (+6)

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

1.81% less ownership

Funds ownership: 97.39%95.57% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

62% less call options, than puts

Call options by funds: $646K | Put options by funds: $1.68M

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
80
Reduced
83
Closed
23
Calls
$646K
Puts
$1.68M
Net Calls
-$1.03M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$25.9M -$1.41M -22,869 -5%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.9M +$12M +194,407 +102%
EA
28
Emerald Advisers
Pennsylvania
$23.9M +$5.19M +83,840 +29%
Principal Financial Group
29
Principal Financial Group
Iowa
$23.4M +$59.9K +969 +0.3%
Bank of America
30
Bank of America
North Carolina
$23.2M -$244K -3,944 -1%
FCM
31
Frontier Capital Management
Massachusetts
$21.6M +$460K +7,431 +2%
GT
32
Glenmede Trust
Pennsylvania
$19.9M -$62K -1,002 -0.3%
SEI Investments
33
SEI Investments
Pennsylvania
$19M -$189K -3,062 -1%
Fisher Asset Management
34
Fisher Asset Management
Washington
$18M +$242K +3,908 +1%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$17.1M +$3.85M +62,233 +31%
NI
36
Nuance Investments
Missouri
$16.7M -$41.6M -673,181 -72%
ACM
37
American Capital Management
New York
$15.9M
Comerica Bank
38
Comerica Bank
Texas
$15.5M +$245K +3,954 +2%
Morgan Stanley
39
Morgan Stanley
New York
$15.4M +$7.05M +113,956 +92%
CCM
40
Channing Capital Management
Illinois
$14.4M +$13.8M +223,226 New
Wells Fargo
41
Wells Fargo
California
$14M +$490K +7,922 +4%
WCM Investment Management
42
WCM Investment Management
California
$13.6M +$507K +8,191 +4%
Fuller & Thaler Asset Management
43
Fuller & Thaler Asset Management
California
$13.5M -$482K -7,795 -4%
Millennium Management
44
Millennium Management
New York
$13.2M +$12.7M +204,597 New
PPA
45
Parametric Portfolio Associates
Washington
$12.6M -$102K -1,649 -0.8%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$10.9M -$1.18M -19,089 -10%
AAM
47
AMI Asset Management
California
$10.3M +$90.4K +1,462 +0.9%
ZCM
48
Ziegler Capital Management
Illinois
$9.78M -$3.32M -53,605 -47%
Prudential Financial
49
Prudential Financial
New Jersey
$9.57M +$2.13M +34,503 +30%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$9.11M -$221K -3,569 -2%

MMSI Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2021, worth a combined $3.42B — up 5.4% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 23 closed out — a net gain of 7 holders — while 80 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $28.6M. The largest seller was Nuance Investments, cutting an estimated $41.6M.

  • 238 institutional investors held Merit Medical Systems (MMSI) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.42B of Merit Medical Systems stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q2 2021 and 23 closed out, a net change of +7 holders.
  • The largest Merit Medical Systems buyer in Q2 2021 was Goldman Sachs, an estimated $28.6M added.
  • The largest Merit Medical Systems seller in Q2 2021 was Nuance Investments, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2021.