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Merit Medical Systems

306 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $15.5M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 289306 (+17)

8% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 106

0% more capital invested

Capital invested by funds: $4.47B → $4.47B (+$3.15M)

0.01% less ownership

Funds ownership: 102%101.99% (-0.01%)

Holders
306
Holders Change
+17
Holders Change %
+5.88%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
114
Reduced
106
Closed
34
Calls
$68.3M
Puts
$15.5M
Net Calls
+$52.8M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$929K +$305K +3,954 +48%
EGM
152
Engineers Gate Manager
New York
$914K +$708K +9,171 +316%
OQS
153
Occudo Quantitative Strategies
Florida
$906K +$923K +11,957 New
SDIC
154
South Dakota Investment Council
South Dakota
$895K -$54K -700 -6%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$872K +$139K +1,801 +19%
ProShare Advisors
156
ProShare Advisors
Maryland
$870K +$61K +790 +7%
DT
157
Diversified Trust
Tennessee
$855K +$44.5K +577 +5%
Creative Planning
158
Creative Planning
Kansas
$843K +$156K +2,017 +22%
CSS
159
Cubist Systematic Strategies
Connecticut
$841K +$857K +11,107 New
Allianz Asset Management
160
Allianz Asset Management
Germany
$824K -$8.34K -108 -1%
AG
161
Algert Global
California
$812K -$3.49M -45,231 -81%
CCIA
162
Campbell & Co Investment Adviser
Maryland
$810K +$826K +10,698 New
PTC
163
Petrus Trust Company
Texas
$770K +$288K +3,725 +58%
QT
164
Quantbot Technologies
New York
$756K +$766K +9,921 +17,716%
MOACM
165
Mutual of America Capital Management
New York
$754K -$12.3K -159 -2%
HC
166
Henshaw Capital
Massachusetts
$684K
VI
167
Vestcor Inc
New Brunswick, Canada
$661K -$228K -2,952 -25%
Jennison Associates
168
Jennison Associates
New York
$656K -$394K -5,110 -37%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$648K +$172K +2,226 +35%
A
170
AlphaQuest
New York
$635K +$647K +8,387 New
ZIM
171
Zacks Investment Management
Illinois
$628K +$3.86K +50 +0.6%
PD
172
Point72 (DIFC)
United Arab Emirates
$619K +$631K +8,176 New
AQR Capital Management
173
AQR Capital Management
Connecticut
$614K +$15.8K +205 +3%
SAM
174
Shell Asset Management
Netherlands
$601K -$54.2K -702 -9%
HW
175
Hancock Whitney
Mississippi
$599K +$610K +7,901 New

MMSI Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2024, worth a combined $4.47B — up 0.07% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMSI positions and 34 closed out — a net gain of 18 holders — while 114 added to existing stakes and 106 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 306 institutional investors held Merit Medical Systems (MMSI) as of Q1 2024, up from 289 in Q4 2023.
  • Funds reported $4.47B of Merit Medical Systems stock for Q1 2024, up 0.07% quarter-over-quarter.
  • 52 funds opened new Merit Medical Systems positions in Q1 2024 and 34 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q1 2024 was Congress Asset Management, an estimated $39.1M added.
  • The largest Merit Medical Systems seller in Q1 2024 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.