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Merit Medical Systems

242 hedge funds and large institutions have $3.07B invested in Merit Medical Systems in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 70

6% more capital invested

Capital invested by funds: $2.89B → $3.07B (+$182M)

1.8% more ownership

Funds ownership: 94.82%96.62% (+1.8%)

8% less funds holding

Funds holding: 262242 (-20)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

Holders
242
Holders Change
-20
Holders Change %
-7.63%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
29
Increased
108
Reduced
70
Closed
46
Calls
$616K
Puts
Net Calls
+$616K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$8.33M +$2.91M +50,588 +52%
Goldman Sachs
52
Goldman Sachs
New York
$8.1M -$4.74M -82,242 -36%
RJA
53
Raymond James & Associates
Florida
$7.71M -$593K -10,301 -7%
JP Morgan Chase
54
JP Morgan Chase
New York
$7.64M -$580K -10,077 -7%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.59M +$74.9K +1,300 +1%
RCAMU
56
Rothschild & Co Asset Management US
Connecticut
$6.92M -$901K -15,641 -11%
RCMC
57
RK Capital Management (Colorado)
Colorado
$6.83M +$236K +4,100 +4%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$6.79M +$728K +12,634 +12%
Amundi
59
Amundi
France
$6.42M +$6.04M +104,889 +5,284%
BA
60
Bridgewater Associates
Connecticut
$6.35M -$288K -4,998 -4%
WSFS
61
Wilmington Savings Fund Society
Delaware
$6.34M -$68.1K -1,183 -1%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$6.14M +$5.88M +102,048 +1,542%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.88M +$554K +9,616 +10%
AAM
64
AMI Asset Management
California
$5.4M -$2.6M -45,164 -32%
AG
65
Algert Global
California
$5.3M +$3.91M +67,949 +263%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$4.76M -$205K -3,567 -4%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$4.56M +$493K +8,560 +12%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$4.45M +$51.8K +900 +1%
Victory Capital Management
69
Victory Capital Management
Texas
$4.31M +$69.5K +1,207 +2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$4.17M -$9.36M -162,502 -69%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$4M -$66.1K -1,148 -2%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.92M +$2.77K +48 +0.1%
Canada Life
73
Canada Life
Manitoba, Canada
$3.77M +$957K +16,621 +33%
UBS AM
74
UBS AM
Illinois
$3.35M -$449K -7,801 -12%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$3.11M +$369K +6,400 +13%

MMSI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2022, worth a combined $3.07B — up 6.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MMSI and 29 opened new positions — a net loss of 17 holders — while 70 trimmed existing stakes and 108 added.

The largest buyer was William Blair Investment Management, adding an estimated $48M. The largest seller was Starboard Value, exiting entirely with an estimated $31.5M sold.

  • 242 institutional investors held Merit Medical Systems (MMSI) as of Q3 2022, down from 262 in Q2 2022.
  • Funds reported $3.07B of Merit Medical Systems stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 29 funds opened new Merit Medical Systems positions in Q3 2022 and 46 closed out, a net change of -17 holders.
  • The largest Merit Medical Systems buyer in Q3 2022 was William Blair Investment Management, an estimated $48M added.
  • The largest Merit Medical Systems seller in Q3 2022 was Starboard Value, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2022.