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Merit Medical Systems

171 hedge funds and large institutions have $1.07B invested in Merit Medical Systems in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

90.94% more ownership

Funds ownership: 0%90.94% (+91%)

13% more capital invested

Capital invested by funds: $952M → $1.07B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 185171 (-14)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

Holders
171
Holders Change
-14
Holders Change %
-7.57%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
58
Reduced
67
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$35K
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$34K
Creative Planning
153
Creative Planning
Kansas
$32K
PRS
154
Pinkerton Retirement Specialists
Idaho
$30K -$1.33K -55 -5%
AAM
155
Advisors Asset Management
Colorado
$29K +$26.2K +1,086 New
HNB
156
Huntington National Bank
Ohio
$27K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$24K
EMG
158
ETF Managers Group
New Jersey
$21K -$46.6K -1,930 -71%
SWA
159
Sutton Wealth Advisors
Florida
$20.1K
AIM
160
Acrospire Investment Management
Illinois
$18K -$7.24K -300 -31%
PHK
161
Point72 Hong Kong
Hong Kong
$13K +$11.4K +473 New
CCMH
162
Cornerstone Capital Management Holdings
New York
$6K -$992K -41,073 -99%
MA
163
MUFG Americas
New York
$5K -$4.59K -190 -50%
PMFA
164
Plante Moran Financial Advisors
Michigan
$5K
FHA
165
First Horizon Advisors
Tennessee
$4K
GAM
166
Gemmer Asset Management
California
$4K
TWA
167
TCI Wealth Advisors
Arizona
$2K
QCG
168
Quadrant Capital Group
Ohio
$1K
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1K +$652 +27 New
SCM
170
SG Capital Management
Illinois
-$9.48M -390,222 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
-$6.7M -275,742 Closed
BA
172
Boston Advisors
Massachusetts
-$4.22M -173,699 Closed
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
-$3.6M -148,325 Closed
IGIM
174
I.G. Investment Management
Manitoba, Canada
-$2.38M -98,005 Closed
Millennium Management
175
Millennium Management
New York
-$2.32M -95,686 Closed

MMSI Hedge Fund Activity: Q4 2016 in Review

171 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2016, worth a combined $1.07B — up 13% from $952M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MMSI and 17 opened new positions — a net loss of 11 holders — while 67 trimmed existing stakes and 58 added.

The largest buyer was Frontier Capital Management, adding an estimated $24.2M. The largest seller was Janus Henderson Investors US, cutting an estimated $15.2M.

  • 171 institutional investors held Merit Medical Systems (MMSI) as of Q4 2016, down from 185 in Q3 2016.
  • Funds reported $1.07B of Merit Medical Systems stock for Q4 2016, up 13% quarter-over-quarter.
  • 17 funds opened new Merit Medical Systems positions in Q4 2016 and 28 closed out, a net change of -11 holders.
  • The largest Merit Medical Systems buyer in Q4 2016 was Frontier Capital Management, an estimated $24.2M added.
  • The largest Merit Medical Systems seller in Q4 2016 was Janus Henderson Investors US, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2016.