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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$3.79M -$105K -1,361 -3%
CIP
102
Chartwell Investment Partners
Pennsylvania
$3.65M -$3.53M -45,675 -49%
MC
103
Martin & Co
Tennessee
$3.38M -$38.3K -496 -1%
TC
104
TwinBeech Capital
New York
$3.37M +$3.43M +44,495 New
Marshall Wace
105
Marshall Wace
United Kingdom
$3.28M +$3.34M +43,302 New
SPS
106
Susquehanna Portfolio Strategies
Pennsylvania
$3.11M
Citigroup
107
Citigroup
New York
$2.92M +$65.3K +846 +2%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.69M
HighTower Advisors
109
HighTower Advisors
Illinois
$2.69M +$367K +4,757 +16%
LPL Financial
110
LPL Financial
California
$2.68M +$6.56K +85 +0.2%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$2.66M -$26.8K -347 -1%
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$2.53M -$150K -1,937 -5%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$2.52M +$2.57M +33,306 New
CAM
114
ClariVest Asset Management
California
$2.5M +$124K +1,607 +5%
M&T Bank
115
M&T Bank
New York
$2.46M +$252K +3,268 +11%
ZB
116
Zions Bancorporation
Utah
$2.45M +$139K +1,799 +6%
Squarepoint
117
Squarepoint
New York
$2.43M +$2.48M +32,064 New
RG
118
Renaissance Group
Kentucky
$2.4M +$553K +7,161 +29%
AIG
119
American International Group
New York
$2.33M -$21.1K -273 -0.9%
MAM
120
Martingale Asset Management
Massachusetts
$2.32M -$540 -7 -0%
MIM
121
MetLife Investment Management
New Jersey
$2.23M -$45.9K -594 -2%
KOCAA
122
Knights of Columbus Asset Advisors
Connecticut
$2.2M -$2.13M -27,639 -49%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$2.19M -$291K -3,772 -12%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$2.17M -$23.2K -300 -1%
GT
125
Glenmede Trust
Pennsylvania
$2.12M +$79.6K +1,031 +4%

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.