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Merit Medical Systems
MMSI

137 hedge funds and large institutions have $555M invested in Merit Medical Systems in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

29% more capital invested

Capital invested by funds: $430M → $555M (+$124M)

10% more funds holding

Funds holding: 124 → 137 (+13)

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
37
Closed
11
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
-$331K

Top Buyers

1
EBIM
Eagle Boston Investment Management
Massachusetts
+$6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$2.77M
3
MHP
Manatuck Hill Partners
Connecticut
+$2.66M
4
LSC
Lyon Street Capital
California
+$2.53M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.85M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$3.57M
4
N
Nuveen
North Carolina
-$3.11M
5
BA
BlackRock Advisors
Delaware
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$644K +$5.6K +369 +0.9%
CS
77
Credit Suisse
Switzerland
$629K -$126K -8,335 -17%
Swiss National Bank
78
Swiss National Bank
Switzerland
$626K – – –
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$598K +$577K +38,000 New
BMCMI
80
Bryn Mawr Capital Management Inc
Pennsylvania
$595K +$249K +16,416 +77%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$544K +$9K +593 +2%
ASRS
82
Arizona State Retirement System
Arizona
$508K -$57.7K -3,800 -11%
AIG
83
American International Group
New York
$506K +$2.58K +170 +0.5%
NCCM
84
Nine Chapters Capital Management
New Jersey
$505K +$191K +12,600 +65%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$484K – – –
NI
86
Numeric Investors
Massachusetts
$469K -$69.8K -4,600 -13%
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$462K +$445K +29,349 New
BCM
88
Bridgeway Capital Management
Texas
$442K – – –
HCM
89
Highbridge Capital Management
New York
$428K +$183K +12,066 +80%
PA
90
Profund Advisors
Maryland
$381K +$53.9K +3,554 +17%
CAM
91
ClariVest Asset Management
California
$357K +$344K +22,678 New
Nomura Holdings
92
Nomura Holdings
Japan
$355K +$86.3K +5,689 +34%
RJA
93
Raymond James & Associates
Florida
$337K +$14.3K +945 +5%
JG
94
Jefferies Group
New York
$323K +$311K +20,518 New
Deutsche Bank
95
Deutsche Bank
Germany
$320K -$926K -61,055 -75%
Verition Fund Management
96
Verition Fund Management
Connecticut
$317K +$305K +20,119 New
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$296K +$285K +18,800 New
CAM
98
Capstone Asset Management
Texas
$279K -$52.9K -3,484 -16%
AQR Capital Management
99
AQR Capital Management
Connecticut
$278K – – –
UBS AM
100
UBS AM
Illinois
$277K – – –
2 3
4
5 6

MMSI Hedge Fund Activity: Q4 2013 in Review

137 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2013, worth a combined $555M — up 29% from $430M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MMSI positions and 11 closed out — a net gain of 13 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Eagle Boston Investment Management, adding an estimated $6M. The largest seller was Bank of New York Mellon, cutting an estimated $25.4M.

  • 137 institutional investors held Merit Medical Systems (MMSI) as of Q4 2013, up from 124 in Q3 2013.
  • Funds reported $555M of Merit Medical Systems stock for Q4 2013, up 29% quarter-over-quarter.
  • 24 funds opened new Merit Medical Systems positions in Q4 2013 and 11 closed out, a net change of +13 holders.
  • The largest Merit Medical Systems buyer in Q4 2013 was Eagle Boston Investment Management, an estimated $6M added.
  • The largest Merit Medical Systems seller in Q4 2013 was Bank of New York Mellon, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2013.