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Merit Medical Systems
MMSI

Overview Fund Activity

231 hedge funds and large institutions have $3.25B invested in Merit Medical Systems in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
67
Reduced
98
Closed
26
Calls
$1.84M
Puts
$1.47M
Net Calls
+$371K
Net Calls Change
+$403K

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$45.5M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$140M
3
WHG
Westwood Holdings Group
Texas
$59.8M
4
BlackRock
BlackRock
New York
$468M
5
EA
Emerald Advisers
Pennsylvania
$17.1M

Top Sellers

1
NI
Nuance Investments
Missouri
$55.8M
2
SIA
Soltis Investment Advisors
Utah
$329K
3
FCM
Frontier Capital Management
Massachusetts
$19.6M
4
SV
Starboard Value
New York
$224M
5
Goldman Sachs
Goldman Sachs
New York
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Harbour Investments
Wisconsin
$10K +$10K +172 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$9K – – –
TWA
203
TCI Wealth Advisors
Arizona
$9K +$3.65K +60 +68%
HWMA
204
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +143 New
Fidelity Investments
205
Fidelity Investments
Massachusetts
$7K -$2.69K -48 -28%
FPS
206
Fieldpoint Private Securities
Connecticut
$7K -$525 -9 -7%
QCG
207
Quadrant Capital Group
Ohio
$7K +$237 +4 +4%
NFG
208
Next Financial Group
Texas
$7K +$7K +113 New
TFO
209
Tarbox Family Office
California
$6K – – –
AP
210
Atwood & Palmer
Missouri
$5K +$5K +88 New
HR
211
Howe & Rusling
New York
$4K -$968 -15 -19%
S
212
SignatureFD
Georgia
$4K -$733 -11 -15%
PMFA
213
Plante Moran Financial Advisors
Michigan
$4K – – –
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
FGAM
215
Financial Gravity Asset Management
Texas
$3.36K +$3.36K +56 New
GAM
216
Gemmer Asset Management
California
$3K – – –
EW
217
Evoke Wealth
California
$3K +$3K +48 New
APA
218
American Portfolios Advisors
New York
$2.99K – – –
AIG
219
American International Group
New York
$2.14K -$21 -349 -1%
CFA
220
Carroll Financial Associates
North Carolina
$2K – – –
BWA
221
BDO Wealth Advisors
Florida
$2K – – –
MWP
222
Meridian Wealth Partners
Pennsylvania
$2K +$2K +36 New
GWM
223
Geneos Wealth Management
Colorado
$2K +$2K +37 New
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$1K -$143 -2 -13%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
7 8
9
10 11