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Merit Medical Systems
MMSI

220 hedge funds and large institutions have $1.96B invested in Merit Medical Systems in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

63% more call options, than puts

Call options by funds: $832K | Put options by funds: $512K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $1.72B → $1.96B (+$238M)

9% more funds holding

Funds holding: 202 → 220 (+18)

1.5% more ownership

Funds ownership: 90.77% → 92.27% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
78
Closed
20
Calls
$832K
Puts
$512K
Net Calls
+$320K
Net Calls Change
-$101K

Top Buyers

1
CRCP
Copper Rock Capital Partners
Massachusetts
+$27.9M
2
Millennium Management
Millennium Management
New York
+$16.8M
3
HCM
Hodges Capital Management
Texas
+$13.6M
4
PHS
PFM Health Sciences
California
+$13M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.4M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$47M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12M
3
Ameriprise
Ameriprise
Minnesota
-$10.9M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$10.3M
5
WHG
Westwood Holdings Group
Texas
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$7.41M -$390K -9,688 -5%
Fisher Asset Management
52
Fisher Asset Management
Washington
$7.32M +$534K +13,241 +8%
Deutsche Bank
53
Deutsche Bank
Germany
$6.96M -$240K -5,961 -3%
WSFS
54
Wilmington Savings Fund Society
Delaware
$6.58M +$558K +13,849 +10%
TAM
55
THB Asset Management
Connecticut
$6.52M -$6.66M -165,222 -52%
TCM
56
Timpani Capital Management
Wisconsin
$6.37M +$1.49M +37,051 +33%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$6.37M +$332K +8,249 +6%
Citadel Advisors
58
Citadel Advisors
Florida
$6.27M +$5.02M +124,554 +529%
MWNA
59
Marshall Wace North America
New York
$6.26M -$1.77M -43,870 -23%
QI
60
QS Investors
New York
$6.1M -$394K -9,766 -6%
PC
61
Pier Capital
Connecticut
$6.07M -$528K -13,093 -8%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$6.02M +$318K +7,892 +6%
AGA
63
Altrinsic Global Advisors
Connecticut
$5.93M -$1.73M -43,000 -23%
Renaissance Technologies
64
Renaissance Technologies
New York
$5.83M -$12M -296,800 -68%
PPA
65
Parametric Portfolio Associates
Washington
$5.62M -$489K -12,127 -8%
Morgan Stanley
66
Morgan Stanley
New York
$5.38M +$2.38M +59,125 +87%
DCM
67
Driehaus Capital Management
Illinois
$5.15M +$448K +11,121 +10%
Two Sigma Investments
68
Two Sigma Investments
New York
$5.08M -$7.97M -197,711 -62%
EI
69
EAM Investors
California
$4.69M -$313K -7,772 -7%
American Century Companies
70
American Century Companies
Missouri
$4.67M -$5.42M -134,525 -55%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.63M -$33.5K -831 -0.8%
AllianceBernstein
72
AllianceBernstein
Tennessee
$4.43M +$1.53M +38,020 +57%
PA
73
Perceptive Advisors
New York
$4.24M +$4.03M +100,000 New
Legal & General Group
74
Legal & General Group
United Kingdom
$4.17M +$31.9K +791 +0.8%
ACM
75
Argent Capital Management
Missouri
$4.16M -$999K -24,785 -20%
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3
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MMSI Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2017, worth a combined $1.96B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MMSI positions and 20 closed out — a net gain of 20 holders — while 80 added to existing stakes and 78 trimmed.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $27.9M. The largest seller was Frontier Capital Management, cutting an estimated $47M.

  • 220 institutional investors held Merit Medical Systems (MMSI) as of Q3 2017, up from 202 in Q2 2017.
  • Funds reported $1.96B of Merit Medical Systems stock for Q3 2017, up 14% quarter-over-quarter.
  • 40 funds opened new Merit Medical Systems positions in Q3 2017 and 20 closed out, a net change of +20 holders.
  • The largest Merit Medical Systems buyer in Q3 2017 was Copper Rock Capital Partners, an estimated $27.9M added.
  • The largest Merit Medical Systems seller in Q3 2017 was Frontier Capital Management, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2017.