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Merit Medical Systems

219 hedge funds and large institutions have $1.64B invested in Merit Medical Systems in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 75 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 75

2.16% less ownership

Funds ownership: 100.73%98.57% (-2.2%)

15% less funds holding

Funds holding: 258219 (-39)

34% less call options, than puts

Call options by funds: $9.73M | Put options by funds: $14.7M

50% less capital invested

Capital invested by funds: $3.27B → $1.64B (-$1.63B)

58% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 65

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
219
Holders Change
-39
Holders Change %
-15.12%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
82
Reduced
75
Closed
65
Calls
$9.73M
Puts
$14.7M
Net Calls
-$5M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
151
Renaissance Group
Kentucky
$261K -$2.23K -55 -0.6%
FA
152
FDx Advisors
Illinois
$260K +$89.3K +2,207 +35%
CMANY
153
Capital Management Associates (New York)
New York
$244K
WSC
154
Wellington Shields & Co
New York
$244K +$324K +8,000 New
TAM
155
Tyers Asset Management
Texas
$241K
ECM
156
Everence Capital Management
Indiana
$235K
TAM
157
THB Asset Management
Connecticut
$233K -$364 -9 -0.1%
SCM
158
Silvant Capital Management
Georgia
$231K
SDIC
159
South Dakota Investment Council
South Dakota
$231K +$307K +7,600 New
ProShare Advisors
160
ProShare Advisors
Maryland
$228K +$11K +273 +4%
CIM
161
CIM Investment Management
Pennsylvania
$222K
RJFSA
162
Raymond James Financial Services Advisors
Florida
$221K -$28.6K -708 -9%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$216K +$9.67K +239 +3%
ZB
164
Zions Bancorporation
Utah
$213K +$133K +3,299 +89%
Truist Financial
165
Truist Financial
North Carolina
$207K +$138K +3,411 +100%
CGH
166
Crossmark Global Holdings
Texas
$204K -$2.83K -70 -1%
NA
167
Neuburgh Advisers
California
$190K
AIS
168
AlphaOne Investment Services
Pennsylvania
$172K +$228K +5,638 New
FMT
169
First Mercantile Trust
Tennessee
$157K +$3.44K +85 +2%
AG
170
Advisor Group
Arizona
$154K -$65.3K -1,613 -24%
AIP
171
Ameritas Investment Partners
Nebraska
$139K
MCIM
172
Meadow Creek Investment Management
Georgia
$138K
FP
173
Factorial Partners
New York
$137K +$182K +4,500 New
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$17.5K -433 -10%
SG Americas Securities
175
SG Americas Securities
New York
$114K -$619K -15,298 -80%