Merit Medical Systems
MMSI
277 hedge funds and large institutions have $2.97B invested in Merit Medical Systems in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 26 closing their positions.
104% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 26
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
10% more funds holding
Funds holding: 252 → 277 (+25)
0.29% more ownership
Funds ownership: 97.61% → 97.9% (+0.29%)
10% less capital invested
Capital invested by funds: $3.28B → $2.97B (-$313M)
12% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 99
17% less call options, than puts
Call options by funds: $4.65M | Put options by funds: $5.63M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62M |
| 2 |
Jennison Associates
New York
|
+$36.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$13M |
| 4 |
O
OppenheimerFunds
New York
|
+$12.1M |
| 5 |
Morgan Stanley
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$38.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$31.3M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$20.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$18.1M |
| 5 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$14.5M |
MMSI Hedge Fund Activity: Q4 2018 in Review
277 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2018, worth a combined $2.97B — down 9.5% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new MMSI positions and 26 closed out — a net gain of 27 holders — while 87 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $62M. The largest seller was PFM Health Sciences, cutting an estimated $38.3M.
- 277 institutional investors held Merit Medical Systems (MMSI) as of Q4 2018, up from 252 in Q3 2018.
- Funds reported $2.97B of Merit Medical Systems stock for Q4 2018, down 9.5% quarter-over-quarter.
- 53 funds opened new Merit Medical Systems positions in Q4 2018 and 26 closed out, a net change of +27 holders.
- The largest Merit Medical Systems buyer in Q4 2018 was Fidelity Investments, an estimated $62M added.
- The largest Merit Medical Systems seller in Q4 2018 was PFM Health Sciences, an estimated $38.3M sold.
Based on aggregated 13F filings for Q4 2018.