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Merit Medical Systems
MMSI

Overview Fund Activity

201 hedge funds and large institutions have $2.61B invested in Merit Medical Systems in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
32
Increased
66
Reduced
70
Closed
20
Calls
$3.18M
Puts
$3.44M
Net Calls
-$259K
Net Calls Change
-$711K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$89.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21.6M
4
WHG
4
Westwood Holdings Group
Texas
$41.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$11M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$144M
2
SV
2
Starboard Value
New York
$197M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$213M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.59M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
176
Private Capital Group
Connecticut
$25K +$502 +11 +2%
MAM
177
Marquette Asset Management
Minnesota
$18K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$14K +$455 +10 +3%
SPIA
179
Steward Partners Investment Advisory
New York
$12K – – –
EI
180
Ellevest Inc
New York
$11K – – –
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
FHA
182
First Horizon Advisors
Tennessee
$7K – – –
CAN
183
Cetera Advisor Networks
California
$7K +$7K +160 New
QCG
184
Quadrant Capital Group
Ohio
$5K -$45.3K -1,033 -90%
SF
185
Synovus Financial
Georgia
$5K – – –
TFO
186
Tarbox Family Office
California
$5K – – –
CAW
187
Cornerstone Advisors (Washington)
Washington
$3K -$1.74K -40 -37%
PMFA
188
Plante Moran Financial Advisors
Michigan
$3K – – –
TWA
189
TCI Wealth Advisors
Arizona
$3K – – –
GAM
190
Gemmer Asset Management
California
$3K – – –
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
PFBT
192
Parkside Financial Bank & Trust
Missouri
$3K +$125 +3 +4%
S
193
SignatureFD
Georgia
$3K +$1.06K +25 +54%
APA
194
American Portfolios Advisors
New York
$2.28K – – –
HR
195
Howe & Rusling
New York
$2K +$2K +34 New
CFA
196
Carroll Financial Associates
North Carolina
$1K – – –
BCA
197
Berman Capital Advisors
Georgia
$1K – – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
VFA
199
Valeo Financial Advisors
Indiana
$1K +$1K +12 New
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +14 New
5 6 7
8
9