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Merit Medical Systems
MMSI

312 hedge funds and large institutions have $4.53B invested in Merit Medical Systems in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $4.03B → $4.53B (+$507M)

9% more funds holding

Funds holding: 287 → 312 (+25)

2% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 112

1.26% less ownership

Funds ownership: 95.57% → 94.31% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
114
Reduced
112
Closed
25
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.36M

Top Buyers

1
Invesco
Invesco
Georgia
+$42.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
3
Millennium Management
Millennium Management
New York
+$21M
4
Morgan Stanley
Morgan Stanley
New York
+$14.3M
5
BlackRock
BlackRock
New York
+$9.45M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$89.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.9M
3
Macquarie Group
Macquarie Group
Australia
-$20.3M
4
CCM
Channing Capital Management
Illinois
-$17.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$2.21M -$83.9K -1,031 -4%
JF
127
Jump Financial
Illinois
$2.18M +$2.12M +26,092 New
AB
128
Amalgamated Bank
New York
$2.18M +$31.4K +386 +2%
B
129
Bailard
California
$2.16M +$804K +9,880 +62%
William Blair & Company
130
William Blair & Company
Illinois
$2.12M +$10.1K +124 +0.5%
Arrowstreet Capital
131
Arrowstreet Capital
Massachusetts
$2.12M +$1.14M +14,065 +125%
RG
132
Renaissance Group
Kentucky
$2.02M +$107K +1,319 +6%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$2.01M -$1.35M -16,617 -41%
GLA
134
Great Lakes Advisors
Illinois
$1.95M -$5.77M -70,992 -75%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.92M +$32.5K +399 +2%
EI
136
EAM Investors
California
$1.9M +$1.85M +22,685 New
WCA
137
Westover Capital Advisors
Delaware
$1.88M +$132K +1,619 +8%
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$1.87M -$42.5K -522 -2%
Point72 Asset Management
139
Point72 Asset Management
Connecticut
$1.85M -$462K -5,679 -20%
Jennison Associates
140
Jennison Associates
New York
$1.78M +$889K +10,924 +105%
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$1.78M +$1.35M +16,652 +362%
M&T Bank
142
M&T Bank
New York
$1.77M -$1.7M -20,915 -50%
GT
143
Glenmede Trust
Pennsylvania
$1.7M – – –
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.67M -$179K -2,200 -10%
VRS
145
Virginia Retirement Systems
Virginia
$1.66M +$24.4K +300 +2%
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M +$81K +996 +6%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.53M +$1.18M +14,460 +374%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$1.5M -$30.2K -371 -2%
SO
149
STRS Ohio
Ohio
$1.49M -$56.9K -700 -4%
AQR Capital Management
150
AQR Capital Management
Connecticut
$1.48M -$79K -971 -5%
4 5
6
7 8

MMSI Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2023, worth a combined $4.53B — up 13% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MMSI positions and 25 closed out — a net gain of 25 holders — while 114 added to existing stakes and 112 trimmed.

The largest buyer was Invesco, adding an estimated $42.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $89.7M.

  • 312 institutional investors held Merit Medical Systems (MMSI) as of Q2 2023, up from 287 in Q1 2023.
  • Funds reported $4.53B of Merit Medical Systems stock for Q2 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Merit Medical Systems positions in Q2 2023 and 25 closed out, a net change of +25 holders.
  • The largest Merit Medical Systems buyer in Q2 2023 was Invesco, an estimated $42.1M added.
  • The largest Merit Medical Systems seller in Q2 2023 was ArrowMark Colorado Holdings, an estimated $89.7M sold.

Based on aggregated 13F filings for Q2 2023.