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Merit Medical Systems
MMSI

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: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242 → 279 (+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

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$33.9M
2
Morgan Stanley
Morgan Stanley
New York
+$30.4M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.26M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$23.2M
4
CCM
Channing Capital Management
Illinois
-$14.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
126
Edgestream Partners
New Jersey
$1.13M +$1.07M +16,028 New
ASRS
127
Arizona State Retirement System
Arizona
$1.13M +$41K +614 +4%
GF
128
Gabelli Funds
New York
$1.06M – – –
CIA
129
Capital Impact Advisors
Massachusetts
$1.03M -$25K -375 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
130
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$989K – – –
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$937K +$446K +6,679 +101%
NI
132
Nuance Investments
Missouri
$907K +$239K +3,582 +39%
CS
133
Candriam SCA
Luxembourg
$886K -$279K -4,183 -25%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$885K -$215K -3,228 -20%
SFI
135
Susquehanna Fundamental Investments
Pennsylvania
$867K +$820K +12,278 New
Fidelity International
136
Fidelity International
Bermuda
$865K +$794K +11,899 +3,459%
Stifel Financial
137
Stifel Financial
Missouri
$864K -$34.3K -514 -4%
VIA
138
Virtus Investment Advisers
Connecticut
$860K – – –
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$853K -$553K -8,289 -41%
MOACM
140
Mutual of America Capital Management
New York
$842K +$42.5K +636 +6%
Squarepoint
141
Squarepoint
New York
$823K +$778K +11,660 New
WAM
142
Wakefield Asset Management
Colorado
$814K -$200 -3 -0%
HIM
143
Hillsdale Investment Management
Ontario, Canada
$812K -$133K -2,000 -15%
ACM
144
Aquatic Capital Management
Illinois
$805K +$607K +9,100 +396%
FAIM
145
Financial Advocates Investment Management
Washington
$760K +$718K +10,763 New
PFO
146
Pathstone Family Office
New Jersey
$747K +$132K +1,976 +18%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$741K +$395K +5,918 +130%
SAM
148
Shell Asset Management
Netherlands
$725K -$147K -2,205 -18%
UBS Group
149
UBS Group
Switzerland
$698K +$462K +6,924 +234%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$696K -$743K -11,130 -53%
4 5
6
7 8

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.