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Merit Medical Systems
MMSI

385 hedge funds and large institutions have $5.9B invested in Merit Medical Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

195,569% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $48K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

36% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 113

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

1.89% more ownership

Funds ownership: 102.84% → 104.73% (+1.9%)

2% more funds holding

Funds holding: 378 → 385 (+7)

0% more capital invested

Capital invested by funds: $5.89B → $5.9B (+$10.8M)

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
154
Reduced
113
Closed
51
Calls
$93.9M
Puts
$48K
Net Calls
+$93.9M
Net Calls Change
+$5.51M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.8M
3
UBS Group
UBS Group
Switzerland
+$38.3M
4
TI
Tidal Investments
Wisconsin
+$33.1M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$74.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$18.3M
4
ECM
ExodusPoint Capital Management
New York
-$18.1M
5
Macquarie Group
Macquarie Group
Australia
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
176
Virtus Investment Advisers
Connecticut
$1.08M +$350K +3,513 +46%
AI
177
Atria Investments
North Carolina
$1.05M +$39.8K +399 +4%
SO
178
STRS Ohio
Ohio
$1.03M +$498K +5,000 +89%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$976K +$80.1K +804 +9%
NRD
180
Nebula Research & Development
New York
$901K +$496K +4,979 +115%
SFI
181
Susquehanna Fundamental Investments
Pennsylvania
$889K +$916K +9,190 New
HC
182
Henshaw Capital
Massachusetts
$885K – – –
FRM
183
Fox Run Management
Connecticut
$877K +$904K +9,070 New
PRP
184
Peak Retirement Planning
Ohio
$875K +$902K +9,051 New
WLG
185
Williamson Legacy Group
Indiana
$858K -$3.09K -31 -0.3%
MOACM
186
Mutual of America Capital Management
New York
$854K +$7.28K +73 +0.8%
VI
187
Vestcor Inc
New Brunswick, Canada
$849K +$5.98K +60 +0.7%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$839K +$105K +1,049 +14%
RWA
189
Redhawk Wealth Advisors
Minnesota
$800K +$825K +8,276 New
HSBC Holdings
190
HSBC Holdings
United Kingdom
$800K -$1.02M -10,208 -55%
QCM
191
QRG Capital Management
Illinois
$785K -$45.5K -457 -5%
MF
192
Magnetar Financial
Illinois
$780K +$803K +8,062 New
QT
193
Quantbot Technologies
New York
$751K -$1.71M -17,206 -69%
SIA
194
Soltis Investment Advisors
Utah
$724K +$6.18K +62 +0.8%
ECM
195
Everence Capital Management
Indiana
$710K -$279K -2,800 -28%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$706K -$13.9K -139 -2%
VanEck Associates
197
VanEck Associates
New York
$696K -$32.7K -328 -4%
SAM
198
Shell Asset Management
Netherlands
$676K – – –
ZIM
199
Zacks Investment Management
Illinois
$646K -$134K -1,345 -17%
BA
200
Bridgewater Associates
Connecticut
$642K -$294K -2,952 -31%
6 7
8
9 10

MMSI Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2024, worth a combined $5.9B — up 0.18% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MMSI positions and 51 closed out — a net gain of 14 holders — while 154 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.4M. The largest seller was William Blair Investment Management, cutting an estimated $74.9M.

  • 385 institutional investors held Merit Medical Systems (MMSI) as of Q4 2024, up from 378 in Q3 2024.
  • Funds reported $5.9B of Merit Medical Systems stock for Q4 2024, up 0.18% quarter-over-quarter.
  • 65 funds opened new Merit Medical Systems positions in Q4 2024 and 51 closed out, a net change of +14 holders.
  • The largest Merit Medical Systems buyer in Q4 2024 was Citadel Advisors, an estimated $65.4M added.
  • The largest Merit Medical Systems seller in Q4 2024 was William Blair Investment Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2024.