We are live on ! Find out more
MMSI icon

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
JFG
76
Jefferies Financial Group
New York
$6.24M +$6.36M +82,436 New
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$6.14M -$23.2K -300 -0.4%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$6.13M -$774K -10,029 -11%
UBS AM
79
UBS AM
Illinois
$6.07M +$630K +8,156 +11%
CWM
80
CIBC World Markets
New York
$6.06M +$6.18M +80,000 New
Two Sigma Advisers
81
Two Sigma Advisers
New York
$5.78M +$4.75M +61,500 +416%
CWM
82
Congress Wealth Management
Massachusetts
$5.5M +$5.61M +72,638 New
Allspring Global Investments
83
Allspring Global Investments
North Carolina
$5.38M +$1.28M +16,608 +31%
ACM
84
American Capital Management
New York
$5.18M +$1.26M +16,295 +31%
AllianceBernstein
85
AllianceBernstein
Tennessee
$5.12M -$161K -2,090 -3%
Deutsche Bank
86
Deutsche Bank
Germany
$5.1M -$258K -3,336 -5%
Axa
87
Axa
France
$5.01M +$154K +1,995 +3%
AAM
88
AMI Asset Management
California
$4.98M -$249K -3,222 -5%
Prudential Financial
89
Prudential Financial
New Jersey
$4.91M -$259K -3,359 -5%
Canada Life
90
Canada Life
Manitoba, Canada
$4.72M +$256K +3,321 +6%
TI
91
Trexquant Investment
Connecticut
$4.68M +$2.3M +29,845 +93%
Barclays
92
Barclays
United Kingdom
$4.63M -$3.36M -43,544 -42%
Victory Capital Management
93
Victory Capital Management
Texas
$4.58M -$763K -9,880 -14%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$4.55M +$1.04M +13,427 +29%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$4.37M -$236K -3,054 -5%
PE
96
Point72 Europe
United Kingdom
$4.25M +$4.33M +56,100 New
BA
97
Bridgewater Associates
Connecticut
$4.16M -$997K -12,912 -19%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$4.01M +$1.46M +18,863 +55%
Jane Street
99
Jane Street
New York
$3.9M -$1.17M -15,179 -23%
TPSF
100
Texas Permanent School Fund
Texas
$3.83M +$50.6K +655 +1%

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.