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Merit Medical Systems

306 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $15.5M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 289306 (+17)

8% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 106

0% more capital invested

Capital invested by funds: $4.47B → $4.47B (+$3.15M)

0.01% less ownership

Funds ownership: 102%101.99% (-0.01%)

Holders
306
Holders Change
+17
Holders Change %
+5.88%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
114
Reduced
106
Closed
34
Calls
$68.3M
Puts
$15.5M
Net Calls
+$52.8M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$39.3M +$39.1M +506,992 +4,411%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$38.3M -$18.5M -240,096 -32%
Bank of America
28
Bank of America
North Carolina
$34.8M +$752K +9,743 +2%
Wells Fargo
29
Wells Fargo
California
$32M +$29M +375,803 +816%
JP Morgan Chase
30
JP Morgan Chase
New York
$31.6M +$14.6M +189,101 +83%
PCH
31
Polar Capital Holdings
United Kingdom
$31.3M -$5.06M -65,577 -14%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$29.2M -$1.19M -15,443 -4%
EA
33
Emerald Advisers
Pennsylvania
$28.2M +$52.6K +681 +0.2%
EAM
34
Eagle Asset Management
Florida
$27M -$1.16M -15,076 -4%
Nomura Holdings
35
Nomura Holdings
Japan
$26.7M +$26.9M +348,550 +7,647%
Principal Financial Group
36
Principal Financial Group
Iowa
$24.7M +$1.15M +14,861 +5%
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.3M -$4.79K -62 -0%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$22.5M +$16.3M +210,628 +244%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.3M +$1.24M +16,009 +6%
Citadel Advisors
40
Citadel Advisors
Florida
$21.8M +$8.99M +116,454 +68%
Franklin Resources
41
Franklin Resources
California
$20M +$19.8M +256,114 +3,351%
PAM
42
Panagora Asset Management
Massachusetts
$19M +$650K +8,416 +3%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$18.9M +$11.6M +150,000 +150%
FCM
44
Frontier Capital Management
Massachusetts
$18.2M -$685K -8,869 -4%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$17.7M -$3.8M -49,233 -17%
RCMC
46
RK Capital Management (Colorado)
Colorado
$17.4M -$1.22M -15,800 -6%
N
47
Nuveen
North Carolina
$17.2M -$15M -194,595 -46%
Fisher Asset Management
48
Fisher Asset Management
Washington
$16.3M -$434K -5,622 -3%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$16.1M +$1.46M +18,868 +10%
UBS Group
50
UBS Group
Switzerland
$15.8M +$13.2M +170,997 +461%

MMSI Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2024, worth a combined $4.47B — up 0.07% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMSI positions and 34 closed out — a net gain of 18 holders — while 114 added to existing stakes and 106 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 306 institutional investors held Merit Medical Systems (MMSI) as of Q1 2024, up from 289 in Q4 2023.
  • Funds reported $4.47B of Merit Medical Systems stock for Q1 2024, up 0.07% quarter-over-quarter.
  • 52 funds opened new Merit Medical Systems positions in Q1 2024 and 34 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q1 2024 was Congress Asset Management, an estimated $39.1M added.
  • The largest Merit Medical Systems seller in Q1 2024 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.