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Merit Medical Systems
MMSI

Overview Fund Activity

311 hedge funds and large institutions have $4.53B invested in Merit Medical Systems in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+25
Holders Change %
+8.74%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
114
Reduced
111
Closed
25
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.36M

Top Buyers

1
Invesco
Invesco
Georgia
$78.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$40.3M
3
Millennium Management
Millennium Management
New York
$25.3M
4
Morgan Stanley
Morgan Stanley
New York
$89.7M
5
BlackRock
BlackRock
New York
$854M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$153M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.54M
3
Macquarie Group
Macquarie Group
Australia
$96.2M
4
CCM
Channing Capital Management
Illinois
$51.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
176
Diversified Trust
Tennessee
$825K +$8.28K +99 +1%
WAM
177
Wakefield Asset Management
Colorado
$821K -$142K -1,695 -15%
SFI
178
Susquehanna Fundamental Investments
Pennsylvania
$779K -$25.1K -300 -3%
TD Asset Management
179
TD Asset Management
Ontario, Canada
$778K +$778K +9,300 New
Stifel Financial
180
Stifel Financial
Missouri
$751K -$95.7K -1,144 -11%
ZIM
181
Zacks Investment Management
Illinois
$746K -$106K -1,266 -12%
ProShare Advisors
182
ProShare Advisors
Maryland
$744K +$64.2K +767 +9%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$688K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$677K -$159K -1,885 -19%
EGM
185
Engineers Gate Manager
New York
$660K +$660K +7,886 New
KI
186
Kapitalo Investimentos
Brazil
$653K +$653K +7,803 New
NRD
187
Nebula Research & Development
New York
$628K +$267K +3,189 +74%
VI
188
Vestcor Inc
New Brunswick, Canada
$617K – – –
TC
189
TwinBeech Capital
New York
$613K +$613K +7,334 New
Verition Fund Management
190
Verition Fund Management
Connecticut
$600K +$122K +1,455 +25%
I
191
InceptionR
California
$591K +$591K +7,070 New
Mariner
192
Mariner
Kansas
$588K -$2.84K -34 -0.5%
Franklin Resources
193
Franklin Resources
California
$586K +$1K +12 +0.2%
NA
194
NewEdge Advisors
Louisiana
$547K -$36.7K -439 -6%
PAMS
195
Pictet Asset Management (Switzerland)
Switzerland
$530K -$53.6K -641 -9%
PFA
196
Petra Financial Advisors
Colorado
$527K +$527K +6,296 New
Truist Financial
197
Truist Financial
North Carolina
$526K -$306K -3,661 -37%
CW
198
CreativeOne Wealth
Kansas
$520K +$520K +6,221 New
CGH
199
Crossmark Global Holdings
Texas
$519K +$441 +6 +0.1%
NYLIM
200
New York Life Investment Management
New York
$508K -$84.1K -1,005 -14%
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