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Merit Medical Systems

242 hedge funds and large institutions have $3.07B invested in Merit Medical Systems in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 70

6% more capital invested

Capital invested by funds: $2.89B → $3.07B (+$182M)

1.8% more ownership

Funds ownership: 94.82%96.62% (+1.8%)

8% less funds holding

Funds holding: 262242 (-20)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

Holders
242
Holders Change
-20
Holders Change %
-7.63%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
29
Increased
108
Reduced
70
Closed
46
Calls
$616K
Puts
Net Calls
+$616K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$23.7M -$845K -14,678 -3%
Bank of America
27
Bank of America
North Carolina
$22.3M -$777K -13,491 -3%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.9M +$729K +12,665 +4%
Principal Financial Group
29
Principal Financial Group
Iowa
$20.4M +$865K +15,016 +4%
Fisher Asset Management
30
Fisher Asset Management
Washington
$19.4M -$818K -14,211 -4%
FCM
31
Frontier Capital Management
Massachusetts
$19.2M +$1.42M +24,711 +8%
Invesco
32
Invesco
Georgia
$17.5M +$1.41M +24,480 +9%
Millennium Management
33
Millennium Management
New York
$16.8M -$1.5M -26,088 -8%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$15.7M -$1.4M -24,316 -8%
SEI Investments
35
SEI Investments
Pennsylvania
$14.3M -$364K -6,314 -2%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$14.1M +$1.44M +25,000 +11%
GT
37
Glenmede Trust
Pennsylvania
$13.7M -$1.66M -28,752 -11%
ACM
38
American Capital Management
New York
$13.3M -$34.6K -600 -0.3%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$12.7M -$4.53M -78,605 -26%
FWIA
40
Fort Washington Investment Advisors
Ohio
$12.6M +$12.8M +222,823 New
PAM
41
Panagora Asset Management
Massachusetts
$12.5M +$2.67M +46,300 +26%
Comerica Bank
42
Comerica Bank
Texas
$12.5M +$122K +2,115 +1%
PI
43
Putnam Investments
Massachusetts
$12.1M +$10.6M +183,344 +597%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$11.9M +$6.68M +115,968 +123%
ZCM
45
Ziegler Capital Management
Illinois
$11.4M +$105K +1,816 +0.9%
Prudential Financial
46
Prudential Financial
New Jersey
$10.8M -$712K -12,356 -6%
EAM
47
Eagle Asset Management
Florida
$9.93M -$30.9M -536,438 -75%
Legal & General Group
48
Legal & General Group
United Kingdom
$9.13M +$741K +12,869 +9%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$8.94M +$824K +14,311 +10%
MIIM
50
Mesirow Institutional Investment Management
Illinois
$8.58M +$8.75M +151,877 New

MMSI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2022, worth a combined $3.07B — up 6.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MMSI and 29 opened new positions — a net loss of 17 holders — while 70 trimmed existing stakes and 108 added.

The largest buyer was William Blair Investment Management, adding an estimated $48M. The largest seller was Starboard Value, exiting entirely with an estimated $31.5M sold.

  • 242 institutional investors held Merit Medical Systems (MMSI) as of Q3 2022, down from 262 in Q2 2022.
  • Funds reported $3.07B of Merit Medical Systems stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 29 funds opened new Merit Medical Systems positions in Q3 2022 and 46 closed out, a net change of -17 holders.
  • The largest Merit Medical Systems buyer in Q3 2022 was William Blair Investment Management, an estimated $48M added.
  • The largest Merit Medical Systems seller in Q3 2022 was Starboard Value, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2022.