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Merit Medical Systems

238 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.25B → $3.42B (+$175M)

3% more funds holding

Funds holding: 232238 (+6)

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

1.81% less ownership

Funds ownership: 97.39%95.57% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

62% less call options, than puts

Call options by funds: $646K | Put options by funds: $1.68M

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
80
Reduced
83
Closed
23
Calls
$646K
Puts
$1.68M
Net Calls
-$1.03M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$260K -$31.7K -513 -11%
MAM
177
Meeder Asset Management
Ohio
$257K +$245K +3,962 +56,600%
OAM
178
Oberweis Asset Management
Illinois
$226K
PAMU
179
Pictet Asset Management (UK)
United Kingdom
$220K
Creative Planning
180
Creative Planning
Kansas
$209K +$200K +3,239 New
VF
181
Virtu Financial
New York
$208K +$199K +3,216 New
SCM
182
Shelton Capital Management
Colorado
$205K +$196K +3,169 New
CIP
183
Cornerstone Investment Partners
Georgia
$203K +$195K +3,145 New
YIH
184
Y-Intercept (HK)
Hong Kong
$202K +$194K +3,130 New
UBS Group
185
UBS Group
Switzerland
$181K -$1.88M -30,457 -92%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$169K +$161K +2,597 +18,550%
Group One Trading
187
Group One Trading
Illinois
$162K +$120K +1,940 +346%
SG Americas Securities
188
SG Americas Securities
New York
$152K -$192K -3,110 -57%
EVM
189
Eaton Vance Management
Massachusetts
$117K +$75.5K +1,221 +206%
TRCT
190
Tower Research Capital (TRC)
New York
$109K -$202K -3,268 -66%
Osaic Holdings
191
Osaic Holdings
Arizona
$109K +$2.47K +40 +2%
FMT
192
First Mercantile Trust
Tennessee
$94K -$5.01K -81 -5%
EBA
193
Eagle Bay Advisors
New York
$93K +$87.1K +1,408 New
HIA
194
Harbor Investment Advisory
Maryland
$83K
Acadian Asset Management
195
Acadian Asset Management
Massachusetts
$73K -$129K -2,085 -65%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$57K -$247 -4 -0.5%
SWA
197
Sutton Wealth Advisors
Florida
$55.7K
FHA
198
First Horizon Advisors
Tennessee
$54K -$1.05K -17 -2%
PCH
199
Polar Capital Holdings
United Kingdom
$44.5K
VNA
200
Valley National Advisers
Pennsylvania
$38K

MMSI Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2021, worth a combined $3.42B — up 5.4% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 23 closed out — a net gain of 7 holders — while 80 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $28.6M. The largest seller was Nuance Investments, cutting an estimated $41.6M.

  • 238 institutional investors held Merit Medical Systems (MMSI) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.42B of Merit Medical Systems stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q2 2021 and 23 closed out, a net change of +7 holders.
  • The largest Merit Medical Systems buyer in Q2 2021 was Goldman Sachs, an estimated $28.6M added.
  • The largest Merit Medical Systems seller in Q2 2021 was Nuance Investments, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2021.