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Merit Medical Systems

238 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.25B → $3.42B (+$175M)

3% more funds holding

Funds holding: 232238 (+6)

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

1.81% less ownership

Funds ownership: 97.39%95.57% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

62% less call options, than puts

Call options by funds: $646K | Put options by funds: $1.68M

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
80
Reduced
83
Closed
23
Calls
$646K
Puts
$1.68M
Net Calls
-$1.03M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
1M
51
13D Management
New York
$8.8M -$99K -1,600 -1%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$8.5M -$1.22M -19,793 -13%
Legal & General Group
53
Legal & General Group
United Kingdom
$8.42M -$2.03M -32,746 -20%
WSFS
54
Wilmington Savings Fund Society
Delaware
$8.25M -$53.6K -866 -0.7%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.13M -$254K -4,100 -4%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$7.11M +$2.36M +38,200 +53%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.51M -$5.57K -90 -0.1%
AllianceBernstein
58
AllianceBernstein
Tennessee
$5.72M -$295K -4,773 -5%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$5.67M +$2.45M +39,604 +82%
PAM
60
Panagora Asset Management
Massachusetts
$5.19M +$4.97M +80,315 New
RJA
61
Raymond James & Associates
Florida
$4.97M -$2.84M -45,876 -37%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$4.93M
Victory Capital Management
63
Victory Capital Management
Texas
$4.84M -$994K -16,075 -18%
JP Morgan Chase
64
JP Morgan Chase
New York
$4.73M -$752K -12,166 -14%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.58M -$677K -10,947 -13%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.34M -$25.4K -411 -0.6%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$4.32M -$1.63M -26,300 -28%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.82M +$195K +3,156 +6%
Man Group
69
Man Group
United Kingdom
$3.73M +$1.46M +23,653 +69%
UBS AM
70
UBS AM
Illinois
$3.7M +$143K +2,314 +4%
BA
71
Bridgewater Associates
Connecticut
$3.67M +$3.51M +56,706 New
CS
72
Credit Suisse
Switzerland
$3.14M +$260K +4,199 +9%
CIA
73
Capital Impact Advisors
Massachusetts
$3.08M -$1.24M -20,000 -30%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$3.02M
MAG
75
Millrace Asset Group
Pennsylvania
$2.9M +$489K +7,908 +21%

MMSI Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2021, worth a combined $3.42B — up 5.4% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 23 closed out — a net gain of 7 holders — while 80 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $28.6M. The largest seller was Nuance Investments, cutting an estimated $41.6M.

  • 238 institutional investors held Merit Medical Systems (MMSI) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.42B of Merit Medical Systems stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q2 2021 and 23 closed out, a net change of +7 holders.
  • The largest Merit Medical Systems buyer in Q2 2021 was Goldman Sachs, an estimated $28.6M added.
  • The largest Merit Medical Systems seller in Q2 2021 was Nuance Investments, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2021.