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
TAM
76
Trillium Asset Management
Massachusetts
$3.8M -$46.5K -696 -1%
CIP
77
Chartwell Investment Partners
Pennsylvania
$3.71M +$881K +13,195 +34%
MAM
78
Martingale Asset Management
Massachusetts
$3.59M +$67.9K +1,017 +2%
MC
79
Martin & Co
Tennessee
$3.33M +$91.2K +1,367 +3%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$3.31M +$556K +8,328 +22%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$3.23M -$36.4M -544,657 -92%
HighTower Advisors
82
HighTower Advisors
Illinois
$3.21M +$41.6K +624 +1%
Barclays
83
Barclays
United Kingdom
$3.18M +$125K +1,870 +4%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$2.81M +$354K +5,305 +15%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$2.8M +$20.9K +313 +0.8%
TPSF
86
Texas Permanent School Fund
Texas
$2.7M -$171K -2,559 -6%
Citigroup
87
Citigroup
New York
$2.67M +$385K +5,769 +18%
KOCAA
88
Knights of Columbus Asset Advisors
Connecticut
$2.66M -$28.6K -428 -1%
YCM
89
Yousif Capital Management
Michigan
$2.56M -$636K -9,535 -21%
M&T Bank
90
M&T Bank
New York
$2.52M +$362K +5,426 +18%
OAM
91
Oberweis Asset Management
Illinois
$2.51M +$1.3M +19,500 +121%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$2.3M -$401K -6,002 -16%
First Trust Advisors
93
First Trust Advisors
Illinois
$2.24M -$473K -7,088 -18%
AIG
94
American International Group
New York
$2.15M -$15.4K -231 -0.8%
Wells Fargo
95
Wells Fargo
California
$2.11M +$449K +6,730 +29%
MIM
96
MetLife Investment Management
New Jersey
$2.1M
Deutsche Bank
97
Deutsche Bank
Germany
$2.06M +$200K +2,991 +11%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$1.98M -$1.12M -16,780 -37%
LPL Financial
99
LPL Financial
California
$1.94M +$67.6K +1,013 +4%
AB
100
Amalgamated Bank
New York
$1.94M +$2K +30 +0.1%

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.