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Merit Medical Systems
MMSI

266 hedge funds and large institutions have $3.29B invested in Merit Medical Systems in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $585K

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

35% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 78

5% more funds holding

Funds holding: 253 → 266 (+13)

0.95% less ownership

Funds ownership: 96.52% → 95.56% (-0.95%)

14% less capital invested

Capital invested by funds: $3.85B → $3.29B (-$556M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
266
Holders Change
+13
Holders Change %
+5.14%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
46
Increased
105
Reduced
78
Closed
28
Calls
$2.26M
Puts
$585K
Net Calls
+$1.67M
Net Calls Change
-$41.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$54.3M
2
EAM
Eagle Asset Management
Florida
+$30.5M
3
WHG
Westwood Holdings Group
Texas
+$22.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.7M
5
Ameriprise
Ameriprise
Minnesota
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
SV
Starboard Value
New York
-$150M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$36.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.7M
4
WCM Investment Management
WCM Investment Management
California
-$11.6M
5
1M
13D Management
New York
-$9.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
176
Campbell & Co Investment Adviser
Maryland
$399K +$429K +6,400 New
SM
177
Sciencast Management
New Jersey
$349K +$369K +5,504 New
Baird Financial Group
178
Baird Financial Group
Wisconsin
$342K -$371K -5,539 -50%
HF
179
HRT Financial
New York
$341K +$11.5K +171 +3%
Franklin Resources
180
Franklin Resources
California
$321K -$21.2K -317 -6%
PA
181
Profund Advisors
Maryland
$319K +$13.7K +205 +4%
CGH
182
Crossmark Global Holdings
Texas
$312K -$393K -5,870 -54%
Simplex Trading
183
Simplex Trading
Illinois
$306K +$329K +4,914 New
CIM
184
CIM Investment Management
Pennsylvania
$294K – – –
SG Americas Securities
185
SG Americas Securities
New York
$265K -$1.99M -29,628 -87%
NAM
186
Nexpoint Asset Management
Texas
$262K +$281K +4,200 New
OAM
187
Oberweis Asset Management
Illinois
$262K +$281K +4,200 New
TRCT
188
Tower Research Capital (TRC)
New York
$258K +$68.5K +1,022 +33%
RJT
189
Raymond James Trust
Florida
$258K +$278K +4,151 New
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$255K +$274K +4,086 New
AIP
191
Ameritas Investment Partners
Nebraska
$251K – – –
SKK
192
Shepherd Kaplan Krochuk
Massachusetts
$249K – – –
II
193
Inspire Investing
Idaho
$243K +$45K +671 +21%
PMA
194
Prudent Man Advisors
Illinois
$241K -$44.2K -660 -15%
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$237K +$8.64K +129 +4%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$227K -$2.14K -32 -0.9%
LA
197
Lindenwold Advisors
Pennsylvania
$227K +$244K +3,636 New
YIH
198
Y-Intercept (HK)
Hong Kong
$222K +$239K +3,562 New
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$216K +$670 +10 +0.3%
MM
200
MQS Management
New York
$216K +$233K +3,474 New
6 7
8
9 10

MMSI Hedge Fund Activity: Q4 2021 in Review

266 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2021, worth a combined $3.29B — down 14% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MMSI positions and 28 closed out — a net gain of 18 holders — while 105 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $54.3M. The largest seller was Starboard Value, cutting an estimated $150M.

  • 266 institutional investors held Merit Medical Systems (MMSI) as of Q4 2021, up from 253 in Q3 2021.
  • Funds reported $3.29B of Merit Medical Systems stock for Q4 2021, down 14% quarter-over-quarter.
  • 46 funds opened new Merit Medical Systems positions in Q4 2021 and 28 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q4 2021 was BlackRock, an estimated $54.3M added.
  • The largest Merit Medical Systems seller in Q4 2021 was Starboard Value, an estimated $150M sold.

Based on aggregated 13F filings for Q4 2021.