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Merit Medical Systems

258 hedge funds and large institutions have $3.27B invested in Merit Medical Systems in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

1.13% more ownership

Funds ownership: 99.6%100.73% (+1.1%)

2% less capital invested

Capital invested by funds: $3.35B → $3.27B (-$72.2M)

8% less funds holding

Funds holding: 279258 (-21)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

39% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 44

75% less call options, than puts

Call options by funds: $4.25M | Put options by funds: $17.3M

Holders
258
Holders Change
-21
Holders Change %
-7.53%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
27
Increased
99
Reduced
87
Closed
44
Calls
$4.25M
Puts
$17.3M
Net Calls
-$13.1M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$246K -$391K -6,822 -62%
IB
202
Intrust Bank
Kansas
$246K -$41.1K -717 -15%
CSS
203
Cubist Systematic Strategies
Connecticut
$246K +$191K +3,325 +416%
M&T Bank
204
M&T Bank
New York
$245K +$3.04K +53 +1%
HC
205
Henshaw Capital
Massachusetts
$244K
QT
206
Quantamental Technologies
New York
$234K +$95.2K +1,660 +73%
Creative Planning
207
Creative Planning
Kansas
$227K +$7.4K +129 +4%
ZB
208
Zions Bancorporation
Utah
$220K +$212K +3,695 New
PCM
209
Penserra Capital Management
California
$206K +$199K +3,470 New
Truist Financial
210
Truist Financial
North Carolina
$204K +$196K +3,414 New
GC
211
Guggenheim Capital
Illinois
$202K +$1.55K +27 +0.8%
MOACM
212
Mutual of America Capital Management
New York
$192K +$37.1K +647 +25%
Victory Capital Management
213
Victory Capital Management
Texas
$191K
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$191K
AAM
215
Advisors Asset Management
Colorado
$180K -$24K -419 -12%
LIA
216
LS Investment Advisors
Michigan
$163K -$2.24K -39 -1%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$146K -$305K -5,324 -68%
OAM
218
Oppenheimer Asset Management
New York
$108K -$18.1K -315 -15%
QI
219
QS Investors
New York
$96K -$3M -52,385 -97%
PCG
220
Private Capital Group
Connecticut
$64K +$4.99K +87 +7%
BSG
221
Black Swift Group
Colorado
$60K
SWA
222
Sutton Wealth Advisors
Florida
$45.3K
FGAM
223
Financial Gravity Asset Management
Texas
$38K +$36.1K +629 +5,242%
LWCFA
224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K
HNB
225
Huntington National Bank
Ohio
$35K