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Merit Medical Systems

252 hedge funds and large institutions have $3.28B invested in Merit Medical Systems in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

34% more capital invested

Capital invested by funds: $2.45B → $3.28B (+$830M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 244252 (+8)

2.6% more ownership

Funds ownership: 95.01%97.61% (+2.6%)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.83M

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
97
Reduced
89
Closed
20
Calls
$2.26M
Puts
$5.83M
Net Calls
-$3.57M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Shelton Capital Management
Colorado
$334K +$54.3K +946 +21%
Stifel Financial
177
Stifel Financial
Missouri
$310K -$5.92K -103 -2%
SAM
178
Symphony Asset Management
California
$290K -$16.9K -295 -6%
IB
179
Intrust Bank
Kansas
$286K +$30.8K +536 +13%
IAM
180
Integre Asset Management
New York
$285K
AIP
181
Ameritas Investment Partners
Nebraska
$270K +$16.8K +293 +7%
MCIM
182
Meadow Creek Investment Management
Georgia
$269K +$52.4K +912 +26%
AAM
183
Advisors Asset Management
Colorado
$268K +$4.88K +85 +2%
PM
184
Parametrica Management
Hong Kong
$259K +$242K +4,215 New
FMT
185
First Mercantile Trust
Tennessee
$253K -$24.1K -420 -9%
ECM
186
Everence Capital Management
Indiana
$252K +$236K +4,100 New
RFC
187
Regions Financial Corp
Alabama
$247K -$5.69K -99 -2%
N
188
Natixis
France
$236K +$220K +3,833 New
SB
189
Suntrust Banks
Georgia
$236K +$221K +3,847 New
Victory Capital Management
190
Victory Capital Management
Texas
$234K +$42.5K +739 +24%
LIA
191
LS Investment Advisors
Michigan
$230K -$25.3K -441 -11%
AB
192
Amalgamated Bank
New York
$224K -$252K -4,386 -55%
CCIA
193
Campbell & Co Investment Adviser
Maryland
$222K -$23K -400 -10%
Creative Planning
194
Creative Planning
Kansas
$221K +$207K +3,604 New
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$215K +$18.2K +317 +10%
HMS
196
Hanseatic Management Services
New Mexico
$213K -$222K -3,864 -53%
ACI
197
Alpha Cubed Investments
California
$211K +$193K +3,366 New
TSS
198
Two Sigma Securities
New York
$210K +$197K +3,424 New
PAM
199
Panagora Asset Management
Massachusetts
$207K
AG
200
Advisor Group
Arizona
$196K +$40.3K +702 +28%

MMSI Hedge Fund Activity: Q3 2018 in Review

252 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2018, worth a combined $3.28B — up 34% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 20 closed out — a net gain of 10 holders — while 97 added to existing stakes and 89 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $69.9M. The largest seller was VOYA Investment Management, cutting an estimated $12.8M.

  • 252 institutional investors held Merit Medical Systems (MMSI) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $3.28B of Merit Medical Systems stock for Q3 2018, up 34% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q3 2018 and 20 closed out, a net change of +10 holders.
  • The largest Merit Medical Systems buyer in Q3 2018 was Point72 Asset Management, an estimated $69.9M added.
  • The largest Merit Medical Systems seller in Q3 2018 was VOYA Investment Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2018.