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Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$6.03M -$125K -1,365 -2%
Victory Capital Management
102
Victory Capital Management
Texas
$5.85M -$235K -2,572 -4%
Canada Life
103
Canada Life
Manitoba, Canada
$5.63M -$1.38M -15,071 -21%
HighTower Advisors
104
HighTower Advisors
Illinois
$5.48M +$1.87M +20,454 +58%
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
$5.46M +$5.06M +55,263 New
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$5.43M -$146K -1,594 -3%
EI
107
EAM Investors
California
$5.19M +$4.8M +52,468 New
First Trust Advisors
108
First Trust Advisors
Illinois
$5.11M +$3.85M +42,115 +440%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$4.52M -$231K -2,526 -5%
MC
110
Martin & Co
Tennessee
$4.38M -$18K -197 -0.4%
LPL Financial
111
LPL Financial
California
$4.36M +$798K +8,720 +25%
LIP
112
Lighthouse Investment Partners
Florida
$4.25M +$3.93M +42,963 New
Citadel Advisors
113
Citadel Advisors
Florida
$4.19M -$53.8M -587,993 -93%
CIP
114
Chartwell Investment Partners
Pennsylvania
$4.12M +$30K +328 +0.8%
SPS
115
Susquehanna Portfolio Strategies
Pennsylvania
$4.06M
RG
116
Renaissance Group
Kentucky
$3.74M +$261K +2,854 +8%
ZB
117
Zions Bancorporation
Utah
$3.66M +$532K +5,819 +19%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$3.57M +$3.31M +36,159 New
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$3.45M +$535K +5,844 +20%
Mirae Asset Global ETFs Holdings
120
Mirae Asset Global ETFs Holdings
Hong Kong
$3.39M +$186K +2,031 +6%
SOADOR
121
State of Alaska Department of Revenue
Alaska
$3.28M -$84.8K -927 -3%
MIM
122
MetLife Investment Management
New Jersey
$3.26M
CF
123
Corebridge Financial
Texas
$3.25M -$31.6K -345 -1%
FG
124
Formula Growth
Quebec, Canada
$3.25M +$3.01M +32,858 New
M&T Bank
125
M&T Bank
New York
$3.09M -$486K -5,310 -15%

MMSI Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2024, worth a combined $5.89B — up 13% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MMSI positions and 21 closed out — a net gain of 62 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.5M. The largest seller was William Blair Investment Management, cutting an estimated $148M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2024, up from 320 in Q2 2024.
  • Funds reported $5.89B of Merit Medical Systems stock for Q3 2024, up 13% quarter-over-quarter.
  • 83 funds opened new Merit Medical Systems positions in Q3 2024 and 21 closed out, a net change of +62 holders.
  • The largest Merit Medical Systems buyer in Q3 2024 was Fidelity Investments, an estimated $59.5M added.
  • The largest Merit Medical Systems seller in Q3 2024 was William Blair Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.