We are live on ! Find out more
MMSI icon

Merit Medical Systems
MMSI

312 hedge funds and large institutions have $4.53B invested in Merit Medical Systems in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $4.03B → $4.53B (+$507M)

9% more funds holding

Funds holding: 287 → 312 (+25)

2% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 112

1.26% less ownership

Funds ownership: 95.57% → 94.31% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
114
Reduced
112
Closed
25
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.36M

Top Buyers

1
Invesco
Invesco
Georgia
+$42.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
3
Millennium Management
Millennium Management
New York
+$21M
4
Morgan Stanley
Morgan Stanley
New York
+$14.3M
5
BlackRock
BlackRock
New York
+$9.45M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$89.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.9M
3
Macquarie Group
Macquarie Group
Australia
-$20.3M
4
CCM
Channing Capital Management
Illinois
-$17.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aviva
151
Aviva
United Kingdom
$1.41M -$299K -3,672 -18%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$1.38M – – –
CCIA
153
Campbell & Co Investment Adviser
Maryland
$1.36M +$363K +4,465 +38%
American Century Companies
154
American Century Companies
Missouri
$1.35M -$10.2K -126 -0.8%
ASRS
155
Arizona State Retirement System
Arizona
$1.35M -$29.1K -358 -2%
CAM
156
ClariVest Asset Management
California
$1.34M -$97.6K -1,200 -7%
GF
157
Gabelli Funds
New York
$1.25M – – –
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.25M +$196K +2,404 +19%
JCIA
159
Jackson Creek Investment Advisors
Colorado
$1.2M +$84.4K +1,037 +8%
Acadian Asset Management
160
Acadian Asset Management
Massachusetts
$1.12M +$458K +5,634 +73%
Citadel Advisors
161
Citadel Advisors
Florida
$1.11M -$57.8K -711 -5%
Voloridge Investment Management
162
Voloridge Investment Management
Florida
$1.1M +$1.07M +13,171 New
CIC
163
Cornercap Investment Counsel
Georgia
$1.07M -$7.81K -96 -0.7%
VIA
164
Virtus Investment Advisers
Connecticut
$1.07M – – –
RWA
165
Redhawk Wealth Advisors
Minnesota
$1.06M +$1.04M +12,725 New
SDIC
166
South Dakota Investment Council
South Dakota
$1.06M +$539K +6,621 +109%
Calamos Advisors
167
Calamos Advisors
Illinois
$1.05M +$1.02M +12,517 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$1.03M -$63.9K -786 -6%
CIA
169
Capital Impact Advisors
Massachusetts
$1.01M – – –
MOACM
170
Mutual of America Capital Management
New York
$939K -$40K -492 -4%
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$879K +$211K +2,600 +33%
SAM
172
Shell Asset Management
Netherlands
$851K -$4.72K -58 -0.6%
QT
173
Quantbot Technologies
New York
$849K +$826K +10,151 New
TI
174
Trexquant Investment
Connecticut
$841K +$114K +1,405 +16%
ECM
175
Everence Capital Management
Indiana
$836K – – –
5 6
7
8 9

MMSI Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2023, worth a combined $4.53B — up 13% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MMSI positions and 25 closed out — a net gain of 25 holders — while 114 added to existing stakes and 112 trimmed.

The largest buyer was Invesco, adding an estimated $42.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $89.7M.

  • 312 institutional investors held Merit Medical Systems (MMSI) as of Q2 2023, up from 287 in Q1 2023.
  • Funds reported $4.53B of Merit Medical Systems stock for Q2 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Merit Medical Systems positions in Q2 2023 and 25 closed out, a net change of +25 holders.
  • The largest Merit Medical Systems buyer in Q2 2023 was Invesco, an estimated $42.1M added.
  • The largest Merit Medical Systems seller in Q2 2023 was ArrowMark Colorado Holdings, an estimated $89.7M sold.

Based on aggregated 13F filings for Q2 2023.