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Merit Medical Systems

232 hedge funds and large institutions have $3.25B invested in Merit Medical Systems in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

25% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.47M

5% more capital invested

Capital invested by funds: $3.08B → $3.25B (+$166M)

3% more funds holding

Funds holding: 226232 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.5% less ownership

Funds ownership: 99.89%97.39% (-2.5%)

32% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 98

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
67
Reduced
98
Closed
26
Calls
$1.84M
Puts
$1.47M
Net Calls
+$371K
Net Calls Change
+$403K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Redwood Investment Management
Arizona
$1.46M +$159K +2,778 +13%
William Blair & Company
102
William Blair & Company
Illinois
$1.44M -$18.8K -328 -1%
CIP
103
Chartwell Investment Partners
Pennsylvania
$1.41M -$72.4K -1,263 -5%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$1.33M -$11.5K -200 -0.9%
CAM
105
ClariVest Asset Management
California
$1.32M -$74.5K -1,300 -6%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$1.31M -$104K -1,820 -8%
Squarepoint
107
Squarepoint
New York
$1.29M +$739K +12,902 +148%
MIM
108
MetLife Investment Management
New Jersey
$1.29M
Citigroup
109
Citigroup
New York
$1.22M -$698K -12,179 -37%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$1.2M +$22.9K +400 +2%
SO
111
STRS Ohio
Ohio
$1.17M
BUB
112
BBVA USA Bancshares
Texas
$1.15M -$80K -1,396 -7%
Federated Hermes
113
Federated Hermes
Pennsylvania
$1.13M +$1.08M +18,931 New
Natixis Advisors
114
Natixis Advisors
Massachusetts
$1.11M +$30.6K +534 +3%
SAM
115
Shell Asset Management
Netherlands
$1.06M -$6.3K -110 -0.6%
M&T Bank
116
M&T Bank
New York
$1.03M -$9.22K -161 -0.9%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$1.02M -$3.33M -58,107 -77%
ProShare Advisors
118
ProShare Advisors
Maryland
$954K +$171K +2,990 +23%
AG
119
AlphaSimPlex Group
Massachusetts
$887K
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$882K -$32.3K -564 -4%
Marshall Wace
121
Marshall Wace
United Kingdom
$877K +$839K +14,637 New
ASRS
122
Arizona State Retirement System
Arizona
$871K +$4.58K +80 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$838K +$802K +14,000 New
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$827K -$63K -1,100 -7%
GAM
125
Gotham Asset Management
New York
$820K +$233K +4,072 +42%

MMSI Hedge Fund Activity: Q1 2021 in Review

232 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2021, worth a combined $3.25B — up 5.4% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MMSI positions and 26 closed out — a net gain of 8 holders — while 67 added to existing stakes and 98 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $43.5M. The largest seller was Nuance Investments, cutting an estimated $51.5M.

  • 232 institutional investors held Merit Medical Systems (MMSI) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $3.25B of Merit Medical Systems stock for Q1 2021, up 5.4% quarter-over-quarter.
  • 34 funds opened new Merit Medical Systems positions in Q1 2021 and 26 closed out, a net change of +8 holders.
  • The largest Merit Medical Systems buyer in Q1 2021 was Loomis, Sayles & Company, an estimated $43.5M added.
  • The largest Merit Medical Systems seller in Q1 2021 was Nuance Investments, an estimated $51.5M sold.

Based on aggregated 13F filings for Q1 2021.