We are live on ! Find out more
MMSI icon

Merit Medical Systems

238 hedge funds and large institutions have $3.42B invested in Merit Medical Systems in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.25B → $3.42B (+$175M)

3% more funds holding

Funds holding: 232238 (+6)

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

1.81% less ownership

Funds ownership: 97.39%95.57% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

62% less call options, than puts

Call options by funds: $646K | Put options by funds: $1.68M

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
80
Reduced
83
Closed
23
Calls
$646K
Puts
$1.68M
Net Calls
-$1.03M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IndexIQ Advisors
New York
$36K +$34.5K +558 New
MAM
202
Marquette Asset Management
Minnesota
$26K
DFCM
203
Dark Forest Capital Management
Puerto Rico
$26K +$24.5K +396 New
PCG
204
Private Capital Group
Connecticut
$23K +$2.47K +40 +13%
ST
205
Sageworth Trust
Pennsylvania
$21K +$19.8K +320 New
ETC
206
Exchange Traded Concepts
Oklahoma
$19K +$18.6K +300 New
EI
207
Ellevest Inc
New York
$15K
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SPIA
209
Steward Partners Investment Advisory
New York
$10K -$1.11K -18 -10%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$10K +$680 +11 +8%
TWA
211
TCI Wealth Advisors
Arizona
$10K +$866 +14 +9%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$10K +$1.48K +24 +19%
HWMA
213
Heritage Wealth Management (Arizona)
Arizona
$9K
QCG
214
Quadrant Capital Group
Ohio
$8K
AP
215
Atwood & Palmer
Missouri
$6K
TFO
216
Tarbox Family Office
California
$6K
FPS
217
Fieldpoint Private Securities
Connecticut
$5K -$2.78K -45 -38%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$5K
HR
219
Howe & Rusling
New York
$5K +$804 +13 +21%
GAM
220
Gemmer Asset Management
California
$4K
PMFA
221
Plante Moran Financial Advisors
Michigan
$4K
S
222
SignatureFD
Georgia
$4K +$62 +1 +2%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.9K +63 New
APA
224
American Portfolios Advisors
New York
$3.23K
EW
225
Evoke Wealth
California
$3K

MMSI Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2021, worth a combined $3.42B — up 5.4% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MMSI positions and 23 closed out — a net gain of 7 holders — while 80 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $28.6M. The largest seller was Nuance Investments, cutting an estimated $41.6M.

  • 238 institutional investors held Merit Medical Systems (MMSI) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.42B of Merit Medical Systems stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Merit Medical Systems positions in Q2 2021 and 23 closed out, a net change of +7 holders.
  • The largest Merit Medical Systems buyer in Q2 2021 was Goldman Sachs, an estimated $28.6M added.
  • The largest Merit Medical Systems seller in Q2 2021 was Nuance Investments, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2021.