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Merit Medical Systems

289 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1.31M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $3.84B → $4.47B (+$631M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

6% more funds holding

Funds holding: 272289 (+17)

5.46% more ownership

Funds ownership: 96.54%102% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
289
Holders Change
+17
Holders Change %
+6.25%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
108
Reduced
94
Closed
23
Calls
$3.26M
Puts
$1.31M
Net Calls
+$1.94M
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Petrus Trust Company
Texas
$490K +$450K +6,446 New
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$481K -$419 -6 -0.1%
AIP
178
Ameritas Investment Partners
Nebraska
$447K +$16.5K +236 +4%
SOS
179
Silver Oak Securities
Tennessee
$407K +$374K +5,358 New
SIA
180
Soltis Investment Advisors
Utah
$407K -$10.5K -150 -3%
NA
181
NewEdge Advisors
Louisiana
$405K -$127K -1,816 -27%
VIA
182
Virtus Investment Advisers
Connecticut
$401K
NYLIM
183
New York Life Investment Management
New York
$399K -$13.3K -191 -4%
PRC
184
Pearl River Capital
Michigan
$392K +$360K +5,159 New
AAM
185
Aureus Asset Management
Massachusetts
$365K
Nomura Holdings
186
Nomura Holdings
Japan
$346K +$318K +4,558 New
GAA
187
Guardian Asset Advisors
Pennsylvania
$343K +$316K +4,520 New
CGH
188
Crossmark Global Holdings
Texas
$339K -$52.1K -746 -14%
EP
189
Edgestream Partners
New Jersey
$338K +$310K +4,446 New
DTL
190
Dynamic Technology Lab
Singapore
$334K +$306K +4,391 New
CIM
191
CIM Investment Management
Pennsylvania
$333K
US Bancorp
192
US Bancorp
Minnesota
$319K +$20.2K +289 +7%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$315K +$628 +9 +0.2%
American Century Companies
194
American Century Companies
Missouri
$311K -$237K -3,400 -45%
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$310K
RJT
196
Raymond James Trust
Florida
$307K -$1.26K -18 -0.4%
IFU
197
iSAM Funds (UK)
United Kingdom
$294K +$270K +3,872 New
MIA
198
MeadowBrook Investment Advisors
Michigan
$292K +$269K +3,850 New
XT
199
XTX Topco
Cayman Islands
$282K -$257K -3,678 -50%
VPIM
200
Vanguard Personalized Indexing Management
California
$280K +$38.5K +552 +18%