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Merit Medical Systems

289 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1.31M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $3.84B → $4.47B (+$631M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6% more funds holding

Funds holding: 272289 (+17)

5.46% more ownership

Funds ownership: 96.54%102% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
289
Holders Change
+17
Holders Change %
+6.25%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
108
Reduced
94
Closed
23
Calls
$3.26M
Puts
$1.31M
Net Calls
+$1.94M
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$947K -$1.82M -26,070 -68%
VI
152
Vestcor Inc
New Brunswick, Canada
$887K
CAM
153
Congress Asset Management
Massachusetts
$873K +$802K +11,493 New
Allianz Asset Management
154
Allianz Asset Management
Germany
$835K +$496K +7,104 +183%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$826K +$150K +2,153 +25%
DT
156
Diversified Trust
Tennessee
$814K +$39.5K +566 +6%
ProShare Advisors
157
ProShare Advisors
Maryland
$812K +$141K +2,023 +23%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$798K
ECM
159
Everence Capital Management
Indiana
$770K
MOACM
160
Mutual of America Capital Management
New York
$768K +$419 +6 +0.1%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$738K -$82.6K -1,183 -11%
Creative Planning
162
Creative Planning
Kansas
$692K +$221K +3,160 +53%
HC
163
Henshaw Capital
Massachusetts
$686K
GLA
164
Great Lakes Advisors
Illinois
$671K -$130K -1,863 -17%
VT
165
Vise Technologies
New York
$645K +$331K +4,749 +127%
Stifel Financial
166
Stifel Financial
Missouri
$631K -$12.6K -181 -2%
ZIM
167
Zacks Investment Management
Illinois
$626K -$46.6K -668 -7%
AQR Capital Management
168
AQR Capital Management
Connecticut
$601K -$160K -2,291 -22%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$597K +$11.9K +170 +2%
SAM
170
Shell Asset Management
Netherlands
$584K -$161K -2,313 -23%
Franklin Resources
171
Franklin Resources
California
$581K -$5.17K -74 -1%
QCM
172
QRG Capital Management
Illinois
$562K +$58.8K +842 +13%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$549K
PFM
174
Premier Fund Managers
United Kingdom
$524K +$477K +6,840 New
First Trust Advisors
175
First Trust Advisors
Illinois
$519K -$2.08M -29,780 -81%