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Merit Medical Systems
MMSI

Overview Fund Activity

191 hedge funds and large institutions have $1.79B invested in Merit Medical Systems in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-5
Holders Change %
-2.55%
% of All Funds
4.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
31
Increased
55
Reduced
67
Closed
34
Calls
$2.78M
Puts
$2.33M
Net Calls
+$452K
Net Calls Change
+$1.7M

Top Buyers

1
SV
Starboard Value
New York
$151M
2
NI
Nuance Investments
Missouri
$132M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.3M
4
WHG
Westwood Holdings Group
Texas
$20.5M
5
Goldman Sachs
Goldman Sachs
New York
$10.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.69M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15.4M
3
SIA
Soltis Investment Advisors
Utah
$297K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$13.2M
5
FCM
Frontier Capital Management
Massachusetts
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MDCM
151
Morgan Dempsey Capital Management
Wisconsin
$70K -$43.2K -1,380 -38%
FP
152
Factorial Partners
New York
$65.6K -$909K -29,100 -93%
SO
153
STRS Ohio
Ohio
$65K +$65K +2,100 New
Osaic Holdings
154
Osaic Holdings
Arizona
$60K +$60K +1,887 New
LIA
155
LS Investment Advisors
Michigan
$56K – – –
VCM
156
Versant Capital Management
Arizona
$43K +$42.2K +1,354 +5,416%
QT
157
Quantbot Technologies
New York
$42K +$42K +1,354 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$40K -$234K -7,720 -85%
AAM
159
Advisors Asset Management
Colorado
$40K -$25.6K -826 -39%
QCG
160
Quadrant Capital Group
Ohio
$36K +$1.85K +59 +5%
RA
161
Royce & Associates
New York
$35K -$3.58M -114,512 -99%
ASN
162
Advisory Services Network
Georgia
$26K +$2.93K +95 +13%
SWA
163
Sutton Wealth Advisors
Florida
$25.3K +$1.53K +49 +6%
VNA
164
Valley National Advisers
Pennsylvania
$19K – – –
Federated Hermes
165
Federated Hermes
Pennsylvania
$17K -$13.2K -423 -44%
PCG
166
Private Capital Group
Connecticut
$17K +$14.3K +452 +532%
HIA
167
Harbor Investment Advisory
Maryland
$17K +$17K +553 New
CSS
168
Cubist Systematic Strategies
Connecticut
$15K -$3.6M -118,786 -100%
MAM
169
Marquette Asset Management
Minnesota
$12K – – –
UBS Group
170
UBS Group
Switzerland
$9K -$5.19K -173 -37%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$9K +$302 +10 +3%
SPIA
172
Steward Partners Investment Advisory
New York
$8K – – –
OPS
173
Orion Portfolio Solutions
Nebraska
$8K – – –
HNB
174
Huntington National Bank
Ohio
$8K +$8K +240 New
EI
175
Ellevest Inc
New York
$8K +$8K +248 New
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7
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