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Merit Medical Systems
MMSI

Overview Fund Activity

231 hedge funds and large institutions have $3.25B invested in Merit Medical Systems in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
67
Reduced
98
Closed
26
Calls
$1.84M
Puts
$1.47M
Net Calls
+$371K
Net Calls Change
+$403K

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$45.5M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$140M
3
WHG
3
Westwood Holdings Group
Texas
$59.8M
4
BlackRock
4
BlackRock
New York
$468M
5
EA
5
Emerald Advisers
Pennsylvania
$17.1M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$55.8M
2
SIA
2
Soltis Investment Advisors
Utah
$329K
3
FCM
3
Frontier Capital Management
Massachusetts
$19.6M
4
SV
4
Starboard Value
New York
$224M
5
Goldman Sachs
5
Goldman Sachs
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
176
Franklin Resources
California
$249K +$32.2K +538 +15%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$236K -$29.7K -497 -11%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$225K -$216K -3,595 -49%
FIM
179
Freedom Investment Management
Connecticut
$215K +$215K +3,582 New
Truist Financial
180
Truist Financial
North Carolina
$211K -$143K -2,385 -40%
OAM
181
Oberweis Asset Management
Illinois
$210K +$210K +3,500 New
QI
182
Qtron Investments
Massachusetts
$210K +$210K +3,510 New
PAMU
183
Pictet Asset Management (UK)
United Kingdom
$204K -$42K -700 -17%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$192K +$67.7K +1,132 +54%
Osaic Holdings
185
Osaic Holdings
Arizona
$99K +$2.34K +39 +2%
FMT
186
First Mercantile Trust
Tennessee
$92K -$4.12K -69 -4%
HIA
187
Harbor Investment Advisory
Maryland
$77K – – –
MDCM
188
Morgan Dempsey Capital Management
Wisconsin
$74K +$5.3K +89 +8%
VCM
189
Versant Capital Management
Arizona
$59K -$15.2K -255 -20%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$53K -$6.8K -113 -11%
SWA
191
Sutton Wealth Advisors
Florida
$51.6K – – –
FHA
192
First Horizon Advisors
Tennessee
$51K +$38.7K +647 +314%
VNA
193
Valley National Advisers
Pennsylvania
$36K – – –
EVM
194
Eaton Vance Management
Massachusetts
$35K +$35K +592 New
Group One Trading
195
Group One Trading
Illinois
$34K +$34K +560 New
MAM
196
Marquette Asset Management
Minnesota
$24K – – –
PCG
197
Private Capital Group
Connecticut
$19K -$15.2K -248 -44%
EI
198
Ellevest Inc
New York
$14K – – –
SPIA
199
Steward Partners Investment Advisory
New York
$10.4K – – –
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
6 7
8
9 10