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Merit Medical Systems

226 hedge funds and large institutions have $3.08B invested in Merit Medical Systems in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more capital invested

Capital invested by funds: $2.4B → $3.08B (+$675M)

9% more funds holding

Funds holding: 207226 (+19)

0.14% more ownership

Funds ownership: 99.74%99.89% (+0.14%)

2% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.84M

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
40
Increased
71
Reduced
87
Closed
19
Calls
$1.81M
Puts
$1.84M
Net Calls
-$32K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCG
201
Vantage Consulting Group
Virginia
$12K +$11.6K +224 New
FHA
202
First Horizon Advisors
Tennessee
$11K +$2.89K +56 +37%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$10K -$1.5K -29 -14%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SPIA
205
Steward Partners Investment Advisory
New York
$10K +$929 +18 +12%
PWPS
206
Pinnacle Wealth Planning Services
Ohio
$9K +$8.15K +158 New
PFBT
207
Parkside Financial Bank & Trust
Missouri
$8K +$3.66K +71 +99%
FPS
208
Fieldpoint Private Securities
Connecticut
$7K +$6.66K +129 New
QCG
209
Quadrant Capital Group
Ohio
$6K
TFO
210
Tarbox Family Office
California
$5K -$516 -10 -10%
TWA
211
TCI Wealth Advisors
Arizona
$5K +$671 +13 +17%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$4K
PMFA
213
Plante Moran Financial Advisors
Michigan
$4K
S
214
SignatureFD
Georgia
$4K
HR
215
Howe & Rusling
New York
$4K +$310 +6 +8%
GAM
216
Gemmer Asset Management
California
$3K
APA
217
American Portfolios Advisors
New York
$2.78K
BWA
218
BDO Wealth Advisors
Florida
$2K
CFA
219
Carroll Financial Associates
North Carolina
$2K
AIG
220
American International Group
New York
$2K -$46.8K -907 -2%
BCA
221
Berman Capital Advisors
Georgia
$1K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$1K
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$1K +$103 +2 +14%
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$1K +$877 +17 New
IAIM
225
International Assets Investment Management
Florida
$1K +$981 +19 New