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Merit Medical Systems
MMSI

226 hedge funds and large institutions have $3.08B invested in Merit Medical Systems in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

28% more capital invested

Capital invested by funds: $2.4B → $3.08B (+$675M)

9% more funds holding

Funds holding: 207 → 226 (+19)

0.14% more ownership

Funds ownership: 99.74% → 99.89% (+0.14%)

2% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.84M

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
40
Increased
71
Reduced
87
Closed
19
Calls
$1.81M
Puts
$1.84M
Net Calls
-$32K
Net Calls Change
-$1.8M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$125M
2
SIA
Soltis Investment Advisors
Utah
+$34.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$7.56M
4
EA
Emerald Advisers
Pennsylvania
+$6.65M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.3M

Top Sellers

1
NI
Nuance Investments
Missouri
-$54M
2
SV
Starboard Value
New York
-$24.8M
3
FCM
Frontier Capital Management
Massachusetts
-$17.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.1M
5
WHG
Westwood Holdings Group
Texas
-$9.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$247K +$229K +4,445 New
Mirae Asset Global Investments
177
Mirae Asset Global Investments
South Korea
$245K +$227K +4,408 New
Simplex Trading
178
Simplex Trading
Illinois
$240K +$9.7K +188 +5%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$235K -$64.3K -1,246 -23%
PAMU
180
Pictet Asset Management (UK)
United Kingdom
$228K +$212K +4,100 New
Franklin Resources
181
Franklin Resources
California
$201K +$187K +3,616 New
SG Americas Securities
182
SG Americas Securities
New York
$168K -$142K -2,760 -48%
ED
183
Exane Derivatives
France
$120K +$7.48K +145 +7%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$115K +$107K +2,080 New
FC
185
FORA Capital
Florida
$103K +$66K +1,279 +223%
FTDI
186
First Trust Direct Indexing
Massachusetts
$103K +$96K +1,861 New
Osaic Holdings
187
Osaic Holdings
Arizona
$90K +$1.81K +35 +2%
FMT
188
First Mercantile Trust
Tennessee
$89K -$6.86K -133 -8%
HIA
189
Harbor Investment Advisory
Maryland
$71K +$13.6K +263 +26%
VCM
190
Versant Capital Management
Arizona
$69K -$1.08K -21 -2%
MDCM
191
Morgan Dempsey Capital Management
Wisconsin
$64K -$4.64K -90 -7%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$55K +$34.8K +675 +212%
SWA
193
Sutton Wealth Advisors
Florida
$47.9K – – –
VNA
194
Valley National Advisers
Pennsylvania
$33K – – –
PCG
195
Private Capital Group
Connecticut
$31K +$1.08K +21 +4%
MAM
196
Marquette Asset Management
Minnesota
$22K – – –
ETC
197
Exchange Traded Concepts
Oklahoma
$16K +$15K +290 New
ASN
198
Advisory Services Network
Georgia
$15K -$6.3K -122 -31%
EI
199
Ellevest Inc
New York
$13K -$568 -11 -4%
Bessemer Group
200
Bessemer Group
New Jersey
$13K +$11.9K +230 New
6 7
8
9 10

MMSI Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2020, worth a combined $3.08B — up 28% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MMSI positions and 19 closed out — a net gain of 21 holders — while 71 added to existing stakes and 87 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $125M. The largest seller was Nuance Investments, cutting an estimated $54M.

  • 226 institutional investors held Merit Medical Systems (MMSI) as of Q4 2020, up from 207 in Q3 2020.
  • Funds reported $3.08B of Merit Medical Systems stock for Q4 2020, up 28% quarter-over-quarter.
  • 40 funds opened new Merit Medical Systems positions in Q4 2020 and 19 closed out, a net change of +21 holders.
  • The largest Merit Medical Systems buyer in Q4 2020 was William Blair Investment Management, an estimated $125M added.
  • The largest Merit Medical Systems seller in Q4 2020 was Nuance Investments, an estimated $54M sold.

Based on aggregated 13F filings for Q4 2020.