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Merit Medical Systems

252 hedge funds and large institutions have $3.28B invested in Merit Medical Systems in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

34% more capital invested

Capital invested by funds: $2.45B → $3.28B (+$830M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 244252 (+8)

2.6% more ownership

Funds ownership: 95.01%97.61% (+2.6%)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.83M

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
97
Reduced
89
Closed
20
Calls
$2.26M
Puts
$5.83M
Net Calls
-$3.57M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
201
Royal Bank of Canada
Ontario, Canada
$184K -$210K -3,663 -55%
MYIA
202
Mount Yale Investment Advisors
Colorado
$180K -$27.7K -482 -14%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$173K -$256K -4,461 -61%
FHB
204
First Hawaiian Bank
Hawaii
$107K +$99.7K +1,735 New
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$99K -$11.2K -195 -11%
PCG
206
Private Capital Group
Connecticut
$76K
MOACM
207
Mutual of America Capital Management
New York
$64K +$49K +853 +461%
TRCT
208
Tower Research Capital (TRC)
New York
$63K +$59.1K +1,028 New
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K
HNB
210
Huntington National Bank
Ohio
$51K -$3.73K -65 -7%
PCM
211
Penserra Capital Management
California
$51K +$48.3K +840 New
SWA
212
Sutton Wealth Advisors
Florida
$46.7K
VNA
213
Valley National Advisers
Pennsylvania
$37K
AIM
214
Advantage Investment Management
Iowa
$37K +$34.3K +597 New
YWP
215
YorkBridge Wealth Partners
New York
$31K +$345 +6 +1%
FHA
216
First Horizon Advisors
Tennessee
$30K +$15.8K +275 +122%
Parallax Volatility Advisers
217
Parallax Volatility Advisers
California
$26K +$23.2K +403 +2,519%
TDC
218
Thompson Davis & Co
Virginia
$25K +$23K +400 New
SPIA
219
Steward Partners Investment Advisory
New York
$18K +$2.13K +37 +14%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$14K
APA
221
American Portfolios Advisors
New York
$12.7K +$4.71K +82 +66%
CTC
222
Central Trust Company
Missouri
$11K -$2.3K -40 -19%
ASN
223
Advisory Services Network
Georgia
$11K
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$11K
CFGS
225
Concourse Financial Group Securities
Alabama
$9K +$8.27K +144 New

MMSI Hedge Fund Activity: Q3 2018 in Review

252 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2018, worth a combined $3.28B — up 34% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 20 closed out — a net gain of 10 holders — while 97 added to existing stakes and 89 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $69.9M. The largest seller was VOYA Investment Management, cutting an estimated $12.8M.

  • 252 institutional investors held Merit Medical Systems (MMSI) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $3.28B of Merit Medical Systems stock for Q3 2018, up 34% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q3 2018 and 20 closed out, a net change of +10 holders.
  • The largest Merit Medical Systems buyer in Q3 2018 was Point72 Asset Management, an estimated $69.9M added.
  • The largest Merit Medical Systems seller in Q3 2018 was VOYA Investment Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2018.