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Merit Medical Systems
MMSI

220 hedge funds and large institutions have $1.96B invested in Merit Medical Systems in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

63% more call options, than puts

Call options by funds: $832K | Put options by funds: $512K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $1.72B → $1.96B (+$238M)

9% more funds holding

Funds holding: 202 → 220 (+18)

1.5% more ownership

Funds ownership: 90.77% → 92.27% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
78
Closed
20
Calls
$832K
Puts
$512K
Net Calls
+$320K
Net Calls Change
-$101K

Top Buyers

1
CRCP
Copper Rock Capital Partners
Massachusetts
+$27.9M
2
Millennium Management
Millennium Management
New York
+$16.8M
3
HCM
Hodges Capital Management
Texas
+$13.6M
4
PHS
PFM Health Sciences
California
+$13M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.4M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$47M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12M
3
Ameriprise
Ameriprise
Minnesota
-$10.9M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$10.3M
5
WHG
Westwood Holdings Group
Texas
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
151
Cubist Systematic Strategies
Connecticut
$467K -$400K -9,924 -47%
PIA
152
Piedmont Investment Advisors
North Carolina
$462K +$5.08K +126 +1%
PIM
153
Partner Investment Management
California
$452K +$184K +4,572 +75%
AG
154
Aperio Group
California
$430K -$12.7K -314 -3%
VRS
155
Virginia Retirement Systems
Virginia
$428K +$407K +10,100 New
FAM
156
Fred Alger Management
New York
$424K +$40.3K +1,000 +11%
SOADOR
157
State of Alaska Department of Revenue
Alaska
$419K +$1.61K +40 +0.4%
ACI
158
AMP Capital Investors
Australia
$415K +$157K +3,900 +66%
RFC
159
Regions Financial Corp
Alabama
$408K +$5.2K +129 +1%
PP
160
Paloma Partners
Connecticut
$384K +$365K +9,068 New
JG
161
Jefferies Group
New York
$370K -$202K -5,015 -36%
UFF
162
USA Financial Formulas
Michigan
$367K +$349K +8,665 New
KWM
163
Kingsview Wealth Management
Oregon
$356K – – –
OAM
164
Oppenheimer Asset Management
New York
$346K -$2.38K -59 -0.7%
FA
165
FDx Advisors
Illinois
$335K +$319K +7,922 New
AI
166
Atria Investments
North Carolina
$319K -$18.9K -470 -6%
Federated Hermes
167
Federated Hermes
Pennsylvania
$296K +$7.82K +194 +3%
Victory Capital Management
168
Victory Capital Management
Texas
$295K -$76.4K -1,896 -21%
N
169
Natixis
France
$292K +$278K +6,893 New
Barclays
170
Barclays
United Kingdom
$291K -$84.3K -2,091 -23%
TI
171
Trexquant Investment
Connecticut
$290K -$292K -7,256 -51%
AB
172
Amalgamated Bank
New York
$284K +$7.94K +197 +3%
GAM
173
Gotham Asset Management
New York
$282K +$268K +6,659 New
CMBA
174
C.M. Bidwell & Associates
Hawaii
$272K +$258K +6,415 New
PA
175
Profund Advisors
Maryland
$268K -$118K -2,921 -32%
5 6
7
8 9

MMSI Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2017, worth a combined $1.96B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MMSI positions and 20 closed out — a net gain of 20 holders — while 80 added to existing stakes and 78 trimmed.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $27.9M. The largest seller was Frontier Capital Management, cutting an estimated $47M.

  • 220 institutional investors held Merit Medical Systems (MMSI) as of Q3 2017, up from 202 in Q2 2017.
  • Funds reported $1.96B of Merit Medical Systems stock for Q3 2017, up 14% quarter-over-quarter.
  • 40 funds opened new Merit Medical Systems positions in Q3 2017 and 20 closed out, a net change of +20 holders.
  • The largest Merit Medical Systems buyer in Q3 2017 was Copper Rock Capital Partners, an estimated $27.9M added.
  • The largest Merit Medical Systems seller in Q3 2017 was Frontier Capital Management, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2017.