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Merit Medical Systems

306 hedge funds and large institutions have $4.47B invested in Merit Medical Systems in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $15.5M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 289306 (+17)

8% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 106

0% more capital invested

Capital invested by funds: $4.47B → $4.47B (+$3.15M)

0.01% less ownership

Funds ownership: 102%101.99% (-0.01%)

Holders
306
Holders Change
+17
Holders Change %
+5.88%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
114
Reduced
106
Closed
34
Calls
$68.3M
Puts
$15.5M
Net Calls
+$52.8M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
176
Vise Technologies
New York
$596K -$48.2K -625 -7%
Lazard Asset Management
177
Lazard Asset Management
New York
$594K +$558K +7,228 +1,147%
FC
178
FORA Capital
Florida
$577K +$588K +7,618 New
SIA
179
Soltis Investment Advisors
Utah
$562K +$159K +2,065 +39%
QCM
180
QRG Capital Management
Illinois
$552K -$8.11K -105 -1%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$530K -$17.9K -232 -3%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$525K -$1M -13,001 -65%
First Trust Advisors
183
First Trust Advisors
Illinois
$516K -$2.24K -29 -0.4%
GLA
184
Great Lakes Advisors
Illinois
$485K -$188K -2,434 -28%
Mariner
185
Mariner
Kansas
$483K -$1.97M -25,494 -80%
XT
186
XTX Topco
Cayman Islands
$445K +$167K +2,160 +58%
PFM
187
Premier Fund Managers
United Kingdom
$444K -$74.3K -963 -14%
AIP
188
Ameritas Investment Partners
Nebraska
$434K -$12.4K -160 -3%
PAS
189
Point72 Asia (Singapore)
Singapore
$428K +$436K +5,652 New
GC
190
Guidance Capital
Kentucky
$403K +$432K +5,601 New
VIA
191
Virtus Investment Advisers
Connecticut
$400K
HF
192
HRT Financial
New York
$399K -$828K -10,720 -67%
GCM
193
Graham Capital Management
Connecticut
$390K +$398K +5,151 New
KI
194
Kapitalo Investimentos
Brazil
$364K +$274K +3,546 +281%
AAM
195
Aureus Asset Management
Massachusetts
$364K
GAA
196
Guardian Asset Advisors
Pennsylvania
$342K
NA
197
NewEdge Advisors
Louisiana
$340K -$39.9K -517 -10%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$338K +$24.9K +322 +8%
CGH
199
Crossmark Global Holdings
Texas
$337K -$1.7K -22 -0.5%
SFA
200
Sequoia Financial Advisors
Ohio
$336K +$343K +4,441 New

MMSI Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q1 2024, worth a combined $4.47B — up 0.07% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MMSI positions and 34 closed out — a net gain of 18 holders — while 114 added to existing stakes and 106 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 306 institutional investors held Merit Medical Systems (MMSI) as of Q1 2024, up from 289 in Q4 2023.
  • Funds reported $4.47B of Merit Medical Systems stock for Q1 2024, up 0.07% quarter-over-quarter.
  • 52 funds opened new Merit Medical Systems positions in Q1 2024 and 34 closed out, a net change of +18 holders.
  • The largest Merit Medical Systems buyer in Q1 2024 was Congress Asset Management, an estimated $39.1M added.
  • The largest Merit Medical Systems seller in Q1 2024 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.