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Merit Medical Systems
MMSI

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84% → 104.73% (+1.9%)

2% more funds holding

Funds holding: 378 → 385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.8M
3
UBS Group
UBS Group
Switzerland
+$38.3M
4
TI
Tidal Investments
Wisconsin
+$33.1M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$74.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$18.3M
4
ECM
ExodusPoint Capital Management
New York
-$18.1M
5
Macquarie Group
Macquarie Group
Australia
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$59.4M -$2.89M -28,959 -5%
CAM
27
Congress Asset Management
Massachusetts
$58.1M +$1.07M +10,710 +2%
Bank of America
28
Bank of America
North Carolina
$57.1M +$3.64M +36,535 +7%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$54.5M -$7.75M -77,806 -12%
UBS Group
30
UBS Group
Switzerland
$53.8M +$38.3M +384,308 +223%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$52.8M +$18.1M +181,228 +50%
Raymond James Financial
32
Raymond James Financial
Florida
$48.9M +$50.4M +505,843 New
JP Morgan Chase
33
JP Morgan Chase
New York
$43.9M -$12.1M -121,906 -21%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$42.5M -$935K -9,378 -2%
ITP
35
Iron Triangle Partners
Connecticut
$39.4M +$15.4M +154,022 +61%
GF
36
Greenhouse Funds
Maryland
$39M – – –
PCH
37
Polar Capital Holdings
United Kingdom
$37M -$3M -30,068 -7%
Wells Fargo
38
Wells Fargo
California
$35.8M +$2.19M +22,006 +6%
TI
39
Tidal Investments
Wisconsin
$33.2M +$33.1M +332,514 +3,198%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$33M -$10.4M -104,800 -24%
Nomura Holdings
41
Nomura Holdings
Japan
$31.1M +$838K +8,405 +3%
Ameriprise
42
Ameriprise
Minnesota
$30.5M +$1.13M +11,335 +4%
Principal Financial Group
43
Principal Financial Group
Iowa
$30.2M +$1.17M +11,756 +4%
EA
44
Emerald Advisers
Pennsylvania
$29.3M -$1.24M -12,424 -4%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$28.8M -$5.53M -55,495 -16%
Two Sigma Investments
46
Two Sigma Investments
New York
$27M -$9.16M -91,897 -25%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.6M -$497K -4,987 -2%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$24.2M – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$22.4M -$440K -4,412 -2%
FCM
50
Frontier Capital Management
Massachusetts
$22.3M -$200K -2,007 -0.9%
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MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.