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Merit Medical Systems
MMSI

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84% → 104.73% (+1.9%)

2% more funds holding

Funds holding: 378 → 385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.8M
3
UBS Group
UBS Group
Switzerland
+$38.3M
4
TI
Tidal Investments
Wisconsin
+$33.1M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$74.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$18.3M
4
ECM
ExodusPoint Capital Management
New York
-$18.1M
5
Macquarie Group
Macquarie Group
Australia
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
126
Formula Growth
Quebec, Canada
$3.14M -$39.9K -400 -1%
JF
127
Jump Financial
Illinois
$3.14M +$2.57M +25,833 +392%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$3.1M +$1.36M +13,672 +74%
IIM
129
INTECH Investment Management
Florida
$3.06M +$1.75M +17,563 +125%
Stifel Financial
130
Stifel Financial
Missouri
$2.97M +$264K +2,652 +9%
CF
131
Corebridge Financial
Texas
$2.95M -$237K -2,380 -7%
MAM
132
Martingale Asset Management
Massachusetts
$2.95M -$14K -140 -0.5%
IMRF
133
Illinois Municipal Retirement Fund
Illinois
$2.93M +$39.9K +400 +1%
Creative Planning
134
Creative Planning
Kansas
$2.78M +$963K +9,664 +51%
GT
135
Glenmede Trust
Pennsylvania
$2.75M -$21.6K -217 -0.8%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$2.73M +$9.97K +100 +0.4%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$2.59M – – –
KOCAA
138
Knights of Columbus Asset Advisors
Connecticut
$2.54M +$6.38K +64 +0.2%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$2.53M +$1.01M +10,135 +63%
CCIA
140
Campbell & Co Investment Adviser
Maryland
$2.4M +$1.27M +12,709 +105%
B
141
Bailard
California
$2.36M – – –
American Century Companies
142
American Century Companies
Missouri
$2.29M +$677K +6,789 +40%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$2.27M +$1.55M +15,530 +196%
YCM
144
Yousif Capital Management
Michigan
$2.18M -$40K -401 -2%
MML Investors Services
145
MML Investors Services
Massachusetts
$2.03M +$332K +3,331 +19%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$2.01M -$490K -4,912 -19%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$55K -552 -3%
M&T Bank
148
M&T Bank
New York
$2.01M -$1.05M -10,558 -34%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$1.96M -$5.98K -60 -0.3%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$1.92M +$381K +3,819 +24%
4 5
6
7 8

MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.