We are live on ! Find out more
MMSI icon

Merit Medical Systems

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62%94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
51
Amundi
France
$10.3M +$2.99M +44,778 +42%
Swiss National Bank
52
Swiss National Bank
Switzerland
$9.68M +$180K +2,700 +2%
JP Morgan Chase
53
JP Morgan Chase
New York
$8.61M -$885K -13,258 -10%
MIIM
54
Mesirow Institutional Investment Management
Illinois
$8.51M -$2.09M -31,355 -21%
RCMC
55
RK Capital Management (Colorado)
Colorado
$7.88M -$621K -9,300 -8%
RCAMU
56
Rothschild & Co Asset Management US
Connecticut
$7.87M -$734K -11,000 -9%
WSFS
57
Wilmington Savings Fund Society
Delaware
$7.86M -$60.5K -906 -0.8%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$7.75M -$704K -10,548 -9%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.31M -$33.2K -498 -0.5%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$6.75M +$2.88M +43,097 +82%
AG
61
Algert Global
California
$6.59M -$29.6K -443 -0.5%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.25M +$1.27M +19,098 +28%
BA
63
Bridgewater Associates
Connecticut
$6.16M -$1.68M -25,163 -22%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$5.7M -$233K -3,488 -4%
BC
65
Brookfield Corp
Ontario, Canada
$5.67M +$5.36M +80,251 New
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$5.57M
AllianceBernstein
67
AllianceBernstein
Tennessee
$5.45M +$225K +3,373 +5%
AAM
68
AMI Asset Management
California
$5.4M -$1.28M -19,130 -20%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$5.06M +$57.3K +858 +1%
CS
70
Credit Suisse
Switzerland
$4.73M +$999K +14,966 +29%
Canada Life
71
Canada Life
Manitoba, Canada
$4.71M -$8.01K -120 -0.2%
Victory Capital Management
72
Victory Capital Management
Texas
$4.33M -$995K -14,907 -20%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.3M +$614K +9,197 +18%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$4.23M -$1.39M -20,849 -26%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$3.88M +$301K +4,515 +9%

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.