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Merit Medical Systems
MMSI

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242 → 279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62% → 94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$609K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$33.9M
2
Morgan Stanley
Morgan Stanley
New York
+$30.4M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.26M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$23.2M
4
CCM
Channing Capital Management
Illinois
-$14.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$32.1M +$10.5M +157,777 +53%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$28.8M -$2.08M -31,182 -7%
Principal Financial Group
28
Principal Financial Group
Iowa
$25.2M -$265K -3,966 -1%
Invesco
29
Invesco
Georgia
$24.9M +$2.89M +43,229 +14%
FCM
30
Frontier Capital Management
Massachusetts
$23.4M -$500K -7,492 -2%
Fisher Asset Management
31
Fisher Asset Management
Washington
$18.8M -$5.16M -77,278 -23%
PAM
32
Panagora Asset Management
Massachusetts
$16.9M +$1.2M +17,990 +8%
SEI Investments
33
SEI Investments
Pennsylvania
$16.9M -$909K -13,623 -5%
PI
34
Putnam Investments
Massachusetts
$16.4M +$1.22M +18,259 +9%
GT
35
Glenmede Trust
Pennsylvania
$16.4M -$715K -10,712 -4%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$16M -$3.4M -50,953 -18%
FWIA
37
Fort Washington Investment Advisors
Ohio
$15.7M -$67.5K -1,012 -0.5%
Comerica Bank
38
Comerica Bank
Texas
$15.2M +$165K +2,475 +1%
EAM
39
Eagle Asset Management
Florida
$14.8M +$2.51M +37,565 +21%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$14.5M +$6.48M +97,150 +89%
ZCM
41
Ziegler Capital Management
Illinois
$14M -$208K -3,110 -2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$13.7M -$1.99M -29,824 -13%
Prudential Financial
43
Prudential Financial
New Jersey
$13.3M -$113K -1,692 -0.9%
ACM
44
American Capital Management
New York
$12.9M -$3.54M -53,000 -22%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$12.5M -$2.15M -32,228 -15%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$12.4M -$5.01M -75,000 -30%
Goldman Sachs
47
Goldman Sachs
New York
$11.9M +$1.68M +25,105 +18%
Legal & General Group
48
Legal & General Group
United Kingdom
$11.6M +$216K +3,232 +2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$11.1M -$65.6K -983 -0.6%
RJA
50
Raymond James & Associates
Florida
$10.8M +$1.14M +17,038 +12%
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MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.