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Merit Medical Systems
MMSI

Overview Fund Activity

288 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
Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
4.22%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$193M
2
ACH
ArrowMark Colorado Holdings
Colorado
$167M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$21.5M
5
State Street
State Street
Massachusetts
$169M

Top Sellers

1
RI
Redwood Investments
Massachusetts
$4.13M
2
Vanguard Group
Vanguard Group
Pennsylvania
$523M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
Walleye Capital
Walleye Capital
New York
$1.18M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$947K -$1.98M -26,070 -68%
VI
152
Vestcor Inc
New Brunswick, Canada
$887K – – –
CAM
153
Congress Asset Management
Massachusetts
$873K +$873K +11,493 New
Allianz Asset Management
154
Allianz Asset Management
Germany
$835K +$540K +7,104 +183%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$826K +$164K +2,153 +25%
DT
156
Diversified Trust
Tennessee
$814K +$43K +566 +6%
ProShare Advisors
157
ProShare Advisors
Maryland
$812K +$154K +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 +$456 +6 +0.1%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$738K -$89.9K -1,183 -11%
Creative Planning
162
Creative Planning
Kansas
$692K +$240K +3,160 +53%
GLA
163
Great Lakes Advisors
Illinois
$671K -$142K -1,863 -17%
VT
164
Vise Technologies
New York
$645K +$361K +4,749 +127%
Stifel Financial
165
Stifel Financial
Missouri
$631K -$13.7K -181 -2%
ZIM
166
Zacks Investment Management
Illinois
$626K -$50.7K -668 -7%
AQR Capital Management
167
AQR Capital Management
Connecticut
$601K -$174K -2,291 -22%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$597K +$13.1K +170 +2%
SAM
169
Shell Asset Management
Netherlands
$584K -$176K -2,313 -23%
Franklin Resources
170
Franklin Resources
California
$581K -$5.62K -74 -1%
QCM
171
QRG Capital Management
Illinois
$562K +$64K +842 +13%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$549K – – –
PFM
173
Premier Fund Managers
United Kingdom
$524K +$524K +6,840 New
First Trust Advisors
174
First Trust Advisors
Illinois
$519K -$2.26M -29,780 -81%
PTC
175
Petrus Trust Company
Texas
$490K +$490K +6,446 New
5 6
7
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