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Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$56.9M +$24.3M +265,648 +86%
Bank of America
27
Bank of America
North Carolina
$54.8M +$3.47M +37,901 +7%
Franklin Resources
28
Franklin Resources
California
$53.4M +$15.4M +168,174 +43%
Goldman Sachs
29
Goldman Sachs
New York
$46.2M +$12.8M +139,814 +43%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$44.3M -$6.03M -65,903 -13%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$44M +$28M +305,800 +219%
PCH
32
Polar Capital Holdings
United Kingdom
$40.8M
GF
33
Greenhouse Funds
Maryland
$39.9M -$47.8M -522,556 -56%
Two Sigma Investments
34
Two Sigma Investments
New York
$36.6M +$11.2M +122,579 +49%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$36.1M -$460K -5,023 -1%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$35M +$13.7M +149,234 +73%
Wells Fargo
37
Wells Fargo
California
$34.4M -$3.34M -36,492 -9%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$34.4M -$26.2M -286,703 -45%
EA
39
Emerald Advisers
Pennsylvania
$31.1M -$4.02M -43,974 -12%
Nomura Holdings
40
Nomura Holdings
Japan
$31M -$2.9M -31,697 -9%
EAM
41
Eagle Asset Management
Florida
$31M -$557K -6,084 -2%
Ameriprise
42
Ameriprise
Minnesota
$30M -$14.7M -160,130 -35%
Principal Financial Group
43
Principal Financial Group
Iowa
$29.7M -$1.59M -17,376 -5%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$28M -$8.97M -98,038 -26%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.6M -$1.32M -14,373 -5%
ITP
46
Iron Triangle Partners
Connecticut
$25M +$23.2M +253,000 New
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$24.7M -$4.58M -50,000 -17%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$23.3M +$588K +6,431 +3%
EMFAT
49
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.1M -$6.72M -73,392 -24%
FCM
50
Frontier Capital Management
Massachusetts
$23M -$482K -5,263 -2%

MMSI Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2024, worth a combined $5.89B — up 13% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MMSI positions and 21 closed out — a net gain of 62 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.5M. The largest seller was William Blair Investment Management, cutting an estimated $148M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2024, up from 320 in Q2 2024.
  • Funds reported $5.89B of Merit Medical Systems stock for Q3 2024, up 13% quarter-over-quarter.
  • 83 funds opened new Merit Medical Systems positions in Q3 2024 and 21 closed out, a net change of +62 holders.
  • The largest Merit Medical Systems buyer in Q3 2024 was Fidelity Investments, an estimated $59.5M added.
  • The largest Merit Medical Systems seller in Q3 2024 was William Blair Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.