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Merit Medical Systems

267 hedge funds and large institutions have $3.43B invested in Merit Medical Systems in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 96

4% more capital invested

Capital invested by funds: $3.29B → $3.43B (+$139M)

0% more funds holding

Funds holding: 266267 (+1)

0.97% less ownership

Funds ownership: 95.56%94.59% (-0.97%)

59% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $5.13M

Holders
267
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
107
Reduced
96
Closed
30
Calls
$2.1M
Puts
$5.13M
Net Calls
-$3.03M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
176
Baird Financial Group
Wisconsin
$361K -$3.79K -63 -1%
Franklin Resources
177
Franklin Resources
California
$347K +$5.47K +91 +2%
CGH
178
Crossmark Global Holdings
Texas
$346K +$12.6K +210 +4%
DA
179
Duality Advisers
Florida
$338K -$1.22M -20,250 -80%
PP
180
Paloma Partners
Connecticut
$335K -$681K -11,320 -69%
DC
181
Diametric Capital
Massachusetts
$332K +$301K +5,000 New
PCM
182
Prelude Capital Management
New York
$307K +$278K +4,618 New
Squarepoint
183
Squarepoint
New York
$306K -$627K -10,421 -69%
RJT
184
Raymond James Trust
Florida
$301K +$22.3K +371 +9%
SM
185
Sciencast Management
New Jersey
$292K -$61.1K -1,017 -18%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$286K +$39.1K +651 +18%
CG
187
Caprock Group
Idaho
$286K +$259K +4,300 New
CIM
188
CIM Investment Management
Pennsylvania
$281K -$29.5K -491 -10%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$279K +$47K +781 +23%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$272K
AIP
191
Ameritas Investment Partners
Nebraska
$268K
SKK
192
Shepherd Kaplan Krochuk
Massachusetts
$266K
LA
193
Lindenwold Advisors
Pennsylvania
$255K +$12K +200 +6%
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$248K -$4.09K -68 -2%
PMA
195
Prudent Man Advisors
Illinois
$245K -$10.6K -177 -5%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$245K +$48.1K +800 +28%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$241K +$9.44K +157 +5%
II
198
Inspire Investing
Idaho
$235K -$22.7K -378 -10%
WG
199
Winton Group
United Kingdom
$228K +$206K +3,430 New
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$222K -$610K -10,143 -75%

MMSI Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2022, worth a combined $3.43B — up 4.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MMSI positions and 30 closed out — a net gain of 5 holders — while 107 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $20.4M. The largest seller was Starboard Value, cutting an estimated $26.1M.

  • 267 institutional investors held Merit Medical Systems (MMSI) as of Q1 2022, up from 266 in Q4 2021.
  • Funds reported $3.43B of Merit Medical Systems stock for Q1 2022, up 4.2% quarter-over-quarter.
  • 35 funds opened new Merit Medical Systems positions in Q1 2022 and 30 closed out, a net change of +5 holders.
  • The largest Merit Medical Systems buyer in Q1 2022 was Millennium Management, an estimated $20.4M added.
  • The largest Merit Medical Systems seller in Q1 2022 was Starboard Value, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2022.