We are live on ! Find out more
MMSI icon

Merit Medical Systems

378 hedge funds and large institutions have $5.89B invested in Merit Medical Systems in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,410% more call options, than puts

Call options by funds: $89.1M | Put options by funds: $712K

295% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 21

18% more funds holding

Funds holding: 320378 (+58)

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

13% more capital invested

Capital invested by funds: $5.21B → $5.89B (+$684M)

1.49% less ownership

Funds ownership: 104.33%102.84% (-1.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
+58
Holders Change %
+18.13%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
83
Increased
131
Reduced
114
Closed
21
Calls
$89.1M
Puts
$712K
Net Calls
+$88.4M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$1.03M +$195K +2,127 +26%
TI
177
Tidal Investments
Wisconsin
$1.03M +$9.52K +104 +1%
ECM
178
Everence Capital Management
Indiana
$1M
Connor, Clark & Lunn Investment Management (CC&L)
179
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$995K +$630K +6,887 +217%
BA
180
Bridgewater Associates
Connecticut
$947K -$3.54M -38,678 -80%
EGM
181
Engineers Gate Manager
New York
$938K +$292K +3,194 +51%
Jennison Associates
182
Jennison Associates
New York
$935K +$866K +9,460 New
PFM
183
Premier Fund Managers
United Kingdom
$922K
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$918K +$57.4K +627 +7%
HC
185
Henshaw Capital
Massachusetts
$904K
Mariner
186
Mariner
Kansas
$895K +$17.6K +192 +2%
WLG
187
Williamson Legacy Group
Indiana
$880K +$815K +8,906 New
EP
188
Edgestream Partners
New Jersey
$879K +$814K +8,898 New
MOACM
189
Mutual of America Capital Management
New York
$865K -$72.8K -796 -8%
VI
190
Vestcor Inc
New Brunswick, Canada
$862K
QCM
191
QRG Capital Management
Illinois
$847K +$113K +1,240 +17%
LCG
192
Lisanti Capital Growth
New York
$845K +$782K +8,545 New
BHCM
193
Brevan Howard Capital Management
Jersey
$817K +$756K +8,264 New
HW
194
Hancock Whitney
Mississippi
$803K +$19.6K +214 +3%
ZIM
195
Zacks Investment Management
Illinois
$793K -$24.8K -271 -3%
GAM
196
Gotham Asset Management
New York
$788K +$730K +7,973 New
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$774K +$6.22K +68 +0.9%
VIA
198
Virtus Investment Advisers
Connecticut
$759K +$220K +2,400 +45%
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$753K +$23.4K +256 +3%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$735K +$17.1K +187 +3%

MMSI Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2024, worth a combined $5.89B — up 13% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MMSI positions and 21 closed out — a net gain of 62 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.5M. The largest seller was William Blair Investment Management, cutting an estimated $148M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2024, up from 320 in Q2 2024.
  • Funds reported $5.89B of Merit Medical Systems stock for Q3 2024, up 13% quarter-over-quarter.
  • 83 funds opened new Merit Medical Systems positions in Q3 2024 and 21 closed out, a net change of +62 holders.
  • The largest Merit Medical Systems buyer in Q3 2024 was Fidelity Investments, an estimated $59.5M added.
  • The largest Merit Medical Systems seller in Q3 2024 was William Blair Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.