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Merit Medical Systems

306 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $15.5M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 289306 (+17)

8% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 106

0% more capital invested

Capital invested by funds: $4.47B → $4.47B (+$3.15M)

0.01% less ownership

Funds ownership: 102%101.99% (-0.01%)

Holders
306
Holders Change
+17
Holders Change %
+5.88%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
114
Reduced
106
Closed
34
Calls
$68.3M
Puts
$15.5M
Net Calls
+$52.8M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$15.3M -$35.5M -460,392 -70%
Legal & General Group
52
Legal & General Group
United Kingdom
$15.3M -$260K -3,372 -2%
Comerica Bank
53
Comerica Bank
Texas
$15.2M -$248K -3,212 -2%
SEI Investments
54
SEI Investments
Pennsylvania
$14.5M -$533K -6,911 -3%
FWIA
55
Fort Washington Investment Advisors
Ohio
$14.5M +$1.98M +25,610 +15%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$14.4M -$1.16M -15,000 -7%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$12.8M +$1.69M +21,924 +15%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$12.5M -$56.9K -737 -0.4%
Two Sigma Investments
59
Two Sigma Investments
New York
$12.3M +$8.78M +113,767 +235%
OAM
60
Oberweis Asset Management
Illinois
$11.9M +$3.81M +49,400 +46%
ECM
61
ExodusPoint Capital Management
New York
$11.5M -$3.72M -48,186 -24%
ZCM
62
Ziegler Capital Management
Illinois
$11.2M +$7.04M +91,211 +162%
MIIM
63
Mesirow Institutional Investment Management
Illinois
$9.91M -$249K -3,229 -2%
Goldman Sachs
64
Goldman Sachs
New York
$9.54M -$4.21M -54,550 -30%
RJA
65
Raymond James & Associates
Florida
$9.48M +$104K +1,352 +1%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.97M -$113K -1,470 -1%
Amundi
67
Amundi
France
$8.91M -$2.23M -28,897 -19%
Swiss National Bank
68
Swiss National Bank
Switzerland
$8.64M +$38.6K +500 +0.4%
Renaissance Technologies
69
Renaissance Technologies
New York
$8.61M +$8.77M +113,612 New
TAM
70
Trillium Asset Management
Massachusetts
$8.51M +$127K +1,649 +1%
AI
71
Axiom Investors
Connecticut
$8.3M +$588K +7,617 +7%
WSFS
72
Wilmington Savings Fund Society
Delaware
$7.74M +$7.89M +102,192 New
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.24M -$114K -1,480 -2%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$6.69M +$509K +6,590 +8%
CS
75
Credit Suisse
Switzerland
$6.47M +$158K +2,046 +2%

MMSI Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2024, worth a combined $4.47B — up 0.07% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMSI positions and 34 closed out — a net gain of 18 holders — while 114 added to existing stakes and 106 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 306 institutional investors held Merit Medical Systems (MMSI) as of Q1 2024, up from 289 in Q4 2023.
  • Funds reported $4.47B of Merit Medical Systems stock for Q1 2024, up 0.07% quarter-over-quarter.
  • 52 funds opened new Merit Medical Systems positions in Q1 2024 and 34 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q1 2024 was Congress Asset Management, an estimated $39.1M added.
  • The largest Merit Medical Systems seller in Q1 2024 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.