Merit Medical Systems
MMSI
214 hedge funds and large institutions have $2.03B invested in Merit Medical Systems in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 76 reducing their positions, and 34 closing their positions.
80% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $1.31M
11% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 76
3.23% more ownership
Funds ownership: 92.27% → 95.5% (+3.2%)
4% more capital invested
Capital invested by funds: $1.96B → $2.03B (+$74.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 220 → 214 (-6)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$53.2M |
| 2 |
PA
Perceptive Advisors
New York
|
+$32.5M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$20.6M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$17.2M |
| 5 |
Morgan Stanley
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$41.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$6.64M |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$6.52M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.29M |
MMSI Hedge Fund Activity: Q4 2017 in Review
214 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q4 2017, worth a combined $2.03B — up 3.8% from $1.96B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of MMSI and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 84 added.
The largest buyer was Eagle Asset Management, adding an estimated $53.2M. The largest seller was Frontier Capital Management, cutting an estimated $41.2M.
- 214 institutional investors held Merit Medical Systems (MMSI) as of Q4 2017, down from 220 in Q3 2017.
- Funds reported $2.03B of Merit Medical Systems stock for Q4 2017, up 3.8% quarter-over-quarter.
- 30 funds opened new Merit Medical Systems positions in Q4 2017 and 34 closed out, a net change of -4 holders.
- The largest Merit Medical Systems buyer in Q4 2017 was Eagle Asset Management, an estimated $53.2M added.
- The largest Merit Medical Systems seller in Q4 2017 was Frontier Capital Management, an estimated $41.2M sold.
Based on aggregated 13F filings for Q4 2017.