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Merit Medical Systems

219 hedge funds and large institutions have $1.64B invested in Merit Medical Systems in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 75 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 75

2.16% less ownership

Funds ownership: 100.73%98.57% (-2.2%)

15% less funds holding

Funds holding: 258219 (-39)

34% less call options, than puts

Call options by funds: $9.73M | Put options by funds: $14.7M

50% less capital invested

Capital invested by funds: $3.27B → $1.64B (-$1.63B)

58% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 65

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
219
Holders Change
-39
Holders Change %
-15.12%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
82
Reduced
75
Closed
65
Calls
$9.73M
Puts
$14.7M
Net Calls
-$5M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
201
Financial Gravity Asset Management
Texas
$6K -$18.1K -448 -70%
FHA
202
First Horizon Advisors
Tennessee
$5K
FPS
203
Fieldpoint Private Securities
Connecticut
$4K -$15.4K -381 -73%
GAM
204
Gemmer Asset Management
California
$4K +$3.36K +83 +151%
SF
205
Synovus Financial
Georgia
$3K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2K -$1.78K -44 -37%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$2K -$485 -12 -16%
PMFA
208
Plante Moran Financial Advisors
Michigan
$2K
TWA
209
TCI Wealth Advisors
Arizona
$2K
CAW
210
Cornerstone Advisors (Washington)
Washington
$2K +$2.1K +52 +306%
Bessemer Group
211
Bessemer Group
New Jersey
$1K -$1.71M -42,155 -100%
CFGS
212
Concourse Financial Group Securities
Alabama
$1K -$1.05K -26 -36%
IFAM
213
Institutional & Family Asset Management
Colorado
$1K -$40 -1 -3%
CFA
214
Carroll Financial Associates
North Carolina
$1K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K
QCG
216
Quadrant Capital Group
Ohio
$1K
IA
217
IFP Advisors
Florida
$1K +$930 +23 New
Wellington Management Group
218
Wellington Management Group
Massachusetts
-$119M -2,002,380 Closed
CTA
219
Carillon Tower Advisers
Florida
-$62.5M -1,048,920 Closed
Loomis, Sayles & Company
220
Loomis, Sayles & Company
Massachusetts
-$48.5M -814,974 Closed
CRCP
221
Copper Rock Capital Partners
Massachusetts
-$29.9M -502,009 Closed
PHS
222
PFM Health Sciences
California
-$26.5M -444,187 Closed
RI
223
Redwood Investments
Massachusetts
-$24M -403,415 Closed
PM
224
Pembroke Management
Quebec, Canada
-$9.54M -160,117 Closed
Impax Asset Management Group
225
Impax Asset Management Group
United Kingdom
-$9.16M -153,850 Closed