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Merit Medical Systems
MMSI

Overview Fund Activity

196 hedge funds and large institutions have $1.83B invested in Merit Medical Systems in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 52 closing their positions.

Holders
196
Holders Change
-23
Holders Change %
-10.5%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
69
Reduced
73
Closed
52
Calls
$4.97M
Puts
$6.22M
Net Calls
-$1.25M
Net Calls Change
+$3.75M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
NI
2
Nuance Investments
Missouri
$66M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$165M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$26.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$47.8M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$1.51M
3
PA
3
Perceptive Advisors
New York
$0
4
HRCM
4
Hood River Capital Management
Florida
$0
5
RCAMU
5
Rothschild & Co Asset Management US
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
176
Walleye Trading
New York
$17K +$17K +555 New
UBS Group
177
UBS Group
Switzerland
$15K -$1.71K -54 -10%
MAM
178
Marquette Asset Management
Minnesota
$12K – – –
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$9K +$313 +10 +4%
OPS
180
Orion Portfolio Solutions
Nebraska
$8K +$8K +254 New
SPIA
181
Steward Partners Investment Advisory
New York
$7K – – –
FHA
182
First Horizon Advisors
Tennessee
$5K – – –
TFO
183
Tarbox Family Office
California
$5K +$5K +155 New
GAM
184
Gemmer Asset Management
California
$4K -$279 -9 -7%
SF
185
Synovus Financial
Georgia
$3K – – –
CAW
186
Cornerstone Advisors (Washington)
Washington
$3K +$1.1K +40 +58%
PCG
187
Private Capital Group
Connecticut
$2K -$5.67K -241 -74%
PMFA
188
Plante Moran Financial Advisors
Michigan
$2K – – –
TWA
189
TCI Wealth Advisors
Arizona
$2K – – –
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$2K +$145 +5 +8%
S
192
SignatureFD
Georgia
$2K +$1.59K +46 +383%
APA
193
American Portfolios Advisors
New York
$1.56K -$4.71K -151 -75%
CFA
194
Carroll Financial Associates
North Carolina
$1K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WRF
196
Waddell & Reed Financial
Kansas
– -$33.7M -1,105,796 Closed
PA
197
Perceptive Advisors
New York
– -$16.1M -528,788 Closed
HRCM
198
Hood River Capital Management
Florida
– -$15.7M -515,772 Closed
EAM
199
Eagle Asset Management
Florida
– -$9.86M -323,748 Closed
HCM
200
Hodges Capital Management
Texas
– -$7.58M -248,820 Closed
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