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Merit Medical Systems
MMSI

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242 → 279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62% → 94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$609K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$33.9M
2
Morgan Stanley
Morgan Stanley
New York
+$30.4M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.26M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$23.2M
4
CCM
Channing Capital Management
Illinois
-$14.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
151
New York Life Investment Management
New York
$642K +$57.5K +862 +10%
ProShare Advisors
152
ProShare Advisors
Maryland
$625K +$76.3K +1,143 +15%
SG Americas Securities
153
SG Americas Securities
New York
$609K +$153K +2,292 +36%
DCM
154
Dupont Capital Management
Delaware
$595K +$562K +8,421 New
DT
155
Diversified Trust
Tennessee
$593K -$242K -3,622 -30%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$581K – – –
BAMF
157
BI Asset Management Fondsmaeglerselskab
Denmark
$569K -$67.4K -1,010 -11%
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$566K -$627K -9,391 -54%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$559K – – –
VI
160
Vestcor Inc
New Brunswick, Canada
$521K – – –
Citadel Advisors
161
Citadel Advisors
Florida
$521K -$9.34M -139,988 -95%
CCIA
162
Campbell & Co Investment Adviser
Maryland
$506K +$478K +7,167 New
PAMS
163
Pictet Asset Management (Switzerland)
Switzerland
$493K +$191K +2,858 +69%
Franklin Resources
164
Franklin Resources
California
$478K -$27.3K -409 -6%
Mariner
165
Mariner
Kansas
$470K +$25.4K +380 +6%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$465K -$5.61K -84 -1%
Arrowstreet Capital
167
Arrowstreet Capital
Massachusetts
$454K +$429K +6,431 New
Osaic Holdings
168
Osaic Holdings
Arizona
$450K +$211K +3,166 +99%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$447K +$6.41K +96 +2%
B
170
Bailard
California
$438K – – –
HC
171
Henshaw Capital
Massachusetts
$436K – – –
NA
172
NewEdge Advisors
Louisiana
$436K -$11.1K -166 -3%
SDIC
173
South Dakota Investment Council
South Dakota
$431K – – –
FA
174
FDx Advisors
Illinois
$418K -$68.7K -1,029 -15%
YIH
175
Y-Intercept (HK)
Hong Kong
$416K +$393K +5,895 New
5 6
7
8 9

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.