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Merit Medical Systems

242 hedge funds and large institutions have $3.07B invested in Merit Medical Systems in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 70

6% more capital invested

Capital invested by funds: $2.89B → $3.07B (+$182M)

1.8% more ownership

Funds ownership: 94.82%96.62% (+1.8%)

8% less funds holding

Funds holding: 262242 (-20)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

Holders
242
Holders Change
-20
Holders Change %
-7.63%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
29
Increased
108
Reduced
70
Closed
46
Calls
$616K
Puts
Net Calls
+$616K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$446K -$61.7K -1,071 -12%
MAG
152
Millrace Asset Group
Pennsylvania
$442K -$1.23M -21,269 -73%
ProShare Advisors
153
ProShare Advisors
Maryland
$435K -$1.9K -33 -0.4%
VI
154
Vestcor Inc
New Brunswick, Canada
$417K +$425K +7,380 New
Franklin Resources
155
Franklin Resources
California
$406K +$68.3K +1,186 +20%
FA
156
FDx Advisors
Illinois
$392K -$21.3K -369 -5%
BCV
157
Banque Cantonale Vaudoise
Switzerland
$386K +$393K +6,830 New
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$372K
NA
159
NewEdge Advisors
Louisiana
$366K -$15.7K -273 -4%
SG Americas Securities
160
SG Americas Securities
New York
$358K -$1.19M -20,677 -77%
Mariner
161
Mariner
Kansas
$355K +$361K +6,272 New
Man Group
162
Man Group
United Kingdom
$354K +$361K +6,265 New
RJFSA
163
Raymond James Financial Services Advisors
Florida
$352K -$9.62K -167 -3%
B
164
Bailard
California
$350K +$357K +6,200 New
HC
165
Henshaw Capital
Massachusetts
$349K
SDIC
166
South Dakota Investment Council
South Dakota
$345K
QOP
167
Quinn Opportunity Partners
Virginia
$331K -$45.1K -783 -12%
MC
168
Maverick Capital
Texas
$288K +$294K +5,101 New
CGH
169
Crossmark Global Holdings
Texas
$280K
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$273K +$2.07K +36 +0.8%
CSS
171
Cubist Systematic Strategies
Connecticut
$271K -$1.35M -23,497 -83%
DFCM
172
Dark Forest Capital Management
Puerto Rico
$266K +$266K +4,616 +4,808%
RJT
173
Raymond James Trust
Florida
$264K +$17.3K +300 +7%
Creative Planning
174
Creative Planning
Kansas
$262K +$267K +4,644 New
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$258K -$2.94K -51 -1%

MMSI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2022, worth a combined $3.07B — up 6.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MMSI and 29 opened new positions — a net loss of 17 holders — while 70 trimmed existing stakes and 108 added.

The largest buyer was William Blair Investment Management, adding an estimated $48M. The largest seller was Starboard Value, exiting entirely with an estimated $31.5M sold.

  • 242 institutional investors held Merit Medical Systems (MMSI) as of Q3 2022, down from 262 in Q2 2022.
  • Funds reported $3.07B of Merit Medical Systems stock for Q3 2022, up 6.3% quarter-over-quarter.
  • 29 funds opened new Merit Medical Systems positions in Q3 2022 and 46 closed out, a net change of -17 holders.
  • The largest Merit Medical Systems buyer in Q3 2022 was William Blair Investment Management, an estimated $48M added.
  • The largest Merit Medical Systems seller in Q3 2022 was Starboard Value, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2022.