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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
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$1.91M -$6.67K -100 -0.4%
ZB
102
Zions Bancorporation
Utah
$1.9M +$258K +3,862 +17%
William Blair & Company
103
William Blair & Company
Illinois
$1.86M +$1.47K +22 +0.1%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.84M +$22.8K +342 +1%
AI
105
Axiom Investors
Connecticut
$1.82M +$1.72M +25,725 New
American Century Companies
106
American Century Companies
Missouri
$1.8M -$145K -2,173 -8%
HF
107
HRT Financial
New York
$1.79M +$1.69M +25,337 New
TC
108
TwinBeech Capital
New York
$1.75M +$1.66M +24,838 New
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$1.66M +$1.57M +23,468 New
Two Sigma Advisers
110
Two Sigma Advisers
New York
$1.63M -$2.14M -32,000 -58%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M -$23.2M -347,774 -94%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.56M -$128K -1,920 -8%
VRS
113
Virginia Retirement Systems
Virginia
$1.51M +$207K +3,100 +17%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.43M +$87.6K +1,312 +7%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.33M +$3.14K +47 +0.2%
AQR Capital Management
116
AQR Capital Management
Connecticut
$1.32M -$1.64M -24,598 -57%
CIC
117
Cornercap Investment Counsel
Georgia
$1.32M -$88.5K -1,326 -7%
SO
118
STRS Ohio
Ohio
$1.31M -$240K -3,600 -16%
MAG
119
Millrace Asset Group
Pennsylvania
$1.3M +$711K +10,650 +136%
ECM
120
ExodusPoint Capital Management
New York
$1.3M +$1.23M +18,404 New
GCM
121
Graham Capital Management
Connecticut
$1.27M +$1.2M +18,017 New
HSBC Holdings
122
HSBC Holdings
United Kingdom
$1.23M +$490K +7,335 +72%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M +$173K +2,590 +17%
CAM
124
ClariVest Asset Management
California
$1.21M -$1.8K -27 -0.2%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$1.14M -$36.7K -550 -3%

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.