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Merit Medical Systems
MMSI

Overview Fund Activity

225 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, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+19
Holders Change %
+9.22%
% of All Funds
3.99%
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
86
Closed
19
Calls
$1.81M
Puts
$1.84M
Net Calls
-$32K
Net Calls Change
-$1.8M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$188M
2
SIA
2
Soltis Investment Advisors
Utah
$37M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$251M
4
EA
4
Emerald Advisers
Pennsylvania
$7.15M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.78M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$102M
2
SV
2
Starboard Value
New York
$221M
3
FCM
3
Frontier Capital Management
Massachusetts
$41.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$93.5M
5
WHG
5
Westwood Holdings Group
Texas
$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$11K +$2.99K +56 +37%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$10K -$1.68K -29 -14%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
SPIA
204
Steward Partners Investment Advisory
New York
$10K +$1.03K +18 +12%
PWPS
205
Pinnacle Wealth Planning Services
Ohio
$9K +$9K +158 New
PFBT
206
Parkside Financial Bank & Trust
Missouri
$8K +$3.97K +71 +99%
FPS
207
Fieldpoint Private Securities
Connecticut
$7K +$7K +129 New
QCG
208
Quadrant Capital Group
Ohio
$6K – – –
TFO
209
Tarbox Family Office
California
$5K -$543 -10 -10%
TWA
210
TCI Wealth Advisors
Arizona
$5K +$739 +13 +17%
S
211
SignatureFD
Georgia
$4K – – –
PMFA
212
Plante Moran Financial Advisors
Michigan
$4K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
HR
214
Howe & Rusling
New York
$4K +$312 +6 +8%
GAM
215
Gemmer Asset Management
California
$3K – – –
APA
216
American Portfolios Advisors
New York
$2.78K – – –
BWA
217
BDO Wealth Advisors
Florida
$2K – – –
CFA
218
Carroll Financial Associates
North Carolina
$2K – – –
AIG
219
American International Group
New York
$2K -$50 -907 -2%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BCA
221
Berman Capital Advisors
Georgia
$1K – – –
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1K +$125 +2 +14%
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +17 New
IAIM
224
International Assets Investment Management
Florida
$1K +$1K +19 New
Adage Capital Partners
225
Adage Capital Partners
Massachusetts
– -$4.35M -100,000 Closed
6 7 8
9
10