Merit Medical Systems
MMSI
312 hedge funds and large institutions have $4.53B invested in Merit Medical Systems in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 25 closing their positions.
100% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 25
13% more capital invested
Capital invested by funds: $4.03B → $4.53B (+$507M)
9% more funds holding
Funds holding: 287 → 312 (+25)
2% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 112
1.26% less ownership
Funds ownership: 95.57% → 94.31% (-1.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$42.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.2M |
| 3 |
Millennium Management
New York
|
+$21M |
| 4 |
Morgan Stanley
New York
|
+$14.3M |
| 5 |
BlackRock
New York
|
+$9.45M |
Top Sellers
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$89.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.9M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.3M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$17.5M |
| 5 |
Bank of New York Mellon
New York
|
-$16.7M |
MMSI Hedge Fund Activity: Q2 2023 in Review
312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2023, worth a combined $4.53B — up 13% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new MMSI positions and 25 closed out — a net gain of 25 holders — while 114 added to existing stakes and 112 trimmed.
The largest buyer was Invesco, adding an estimated $42.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $89.7M.
- 312 institutional investors held Merit Medical Systems (MMSI) as of Q2 2023, up from 287 in Q1 2023.
- Funds reported $4.53B of Merit Medical Systems stock for Q2 2023, up 13% quarter-over-quarter.
- 50 funds opened new Merit Medical Systems positions in Q2 2023 and 25 closed out, a net change of +25 holders.
- The largest Merit Medical Systems buyer in Q2 2023 was Invesco, an estimated $42.1M added.
- The largest Merit Medical Systems seller in Q2 2023 was ArrowMark Colorado Holdings, an estimated $89.7M sold.
Based on aggregated 13F filings for Q2 2023.