We are live on ! Find out more
MMSI icon

Merit Medical Systems

279 hedge funds and large institutions have $3.71B invested in Merit Medical Systems in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $3.07B → $3.71B (+$643M)

15% more funds holding

Funds holding: 242279 (+37)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

1.67% less ownership

Funds ownership: 96.62%94.95% (-1.7%)

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
92
Reduced
100
Closed
15
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Maverick Capital
Texas
$396K +$34.1K +511 +10%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$384K +$363K +5,434 New
EGM
178
Engineers Gate Manager
New York
$379K +$358K +5,370 New
BCV
179
Banque Cantonale Vaudoise
Switzerland
$376K -$100K -1,504 -22%
US Bancorp
180
US Bancorp
Minnesota
$375K -$172K -2,570 -33%
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$366K +$346K +5,184 New
Jane Street
182
Jane Street
New York
$360K +$341K +5,104 New
CGH
183
Crossmark Global Holdings
Texas
$356K +$5.21K +78 +2%
ACM
184
Acrisure Capital Management
Texas
$342K +$323K +4,836 New
TD Asset Management
185
TD Asset Management
Ontario, Canada
$325K +$307K +4,600 New
KBC Group
186
KBC Group
Belgium
$312K
Creative Planning
187
Creative Planning
Kansas
$310K -$16.8K -251 -5%
AIP
188
Ameritas Investment Partners
Nebraska
$310K
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$309K
CIM
190
CIM Investment Management
Pennsylvania
$299K
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$293K +$2.94K +44 +1%
Man Group
192
Man Group
United Kingdom
$289K -$145K -2,177 -35%
PMA
193
Prudent Man Advisors
Illinois
$287K +$271K +4,061 New
GLA
194
Great Lakes Advisors
Illinois
$282K -$5.87K -88 -2%
RJT
195
Raymond James Trust
Florida
$281K -$46.3K -693 -15%
SAG
196
SageView Advisory Group
California
$276K +$261K +3,903 New
PGFC
197
Peapack-Gladstone Financial Corp
New Jersey
$258K -$43K -644 -15%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$252K -$3.07K -46 -1%
PA
199
Profund Advisors
Maryland
$252K -$46.5K -697 -16%
X
200
Xponance
Pennsylvania
$250K +$237K +3,546 New

MMSI Hedge Fund Activity: Q4 2022 in Review

279 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2022, worth a combined $3.71B — up 21% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MMSI positions and 15 closed out — a net gain of 40 holders — while 92 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $33.9M. The largest seller was Rockefeller Capital Management, cutting an estimated $36.4M.

  • 279 institutional investors held Merit Medical Systems (MMSI) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $3.71B of Merit Medical Systems stock for Q4 2022, up 21% quarter-over-quarter.
  • 55 funds opened new Merit Medical Systems positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest Merit Medical Systems buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $33.9M added.
  • The largest Merit Medical Systems seller in Q4 2022 was Rockefeller Capital Management, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2022.